More than a year on since the first FMA ‘Great Debate’ where active investment scored a surprise win over passive, Mint Asset Management head of sales and marketing, David Boyle, reprises his role as MC in the sequel ‘Advice v DIY’, laying down da debating beat…
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Financial services business strategy made easy: 8 steps to a beautiful annual operating plan
Brett Herkt, BoardPro CEO and co-founder explains why well-structured and thorough business planning can help NZ financial services businesses stay on top of regulation and ahead of the competition…
Murder House memories: why KiwiSaver investors need to brush-up on good financial habits
For many investors who cut their teeth in the 1980s, the crash of 1987 left holes in their wealth and lasting scars. Is there a danger investors today react the same to a similar event? David Boyle drills into the past for lessons on how to avoid the horror…
The Challenges of Going Digital
It’s easy to talk about ‘going digital’ and visualise the benefits of digital advice tools – become better, faster, but it’s not as easy to make it happen. “Embracing digital within your business can boost your profits by improving efficiency and leaving more time to both spend with clients and gain new ones”, says OMNIMax’s… [Read More…]
Model Client Scenarios in Real-Time
A picture paints a thousand words. We all know the saying and its meaning as it relates to people’s quick understanding of any concept or situation based on a single image rather than paragraphs of text, and so that begs the question why don’t we use this to our advantage? How does an adviser show… [Read More…]
Saving KiwiSaver: why contributions matter more than fees
Fees have been in the spotlight recently but Mint head of sales and marketing, David Boyle, explains why we need to dig deeper to understand what is really stopping KiwiSaver members from saving… KiwiSaver fees have hogged the headlines more than ever over the last year, sparked first by the Financial Markets Authority (FMA) ‘value… [Read More…]
A Fast, Efficient Solution for KiwiSaver Advice
As the KiwiSaver market increases advisers are searching for quicker, simpler, and more efficient ways of giving advice to adapt to this low fee-paying customer base, while still providing great advice and retaining investors as long-term clients. To do this more advisory businesses are turning to software solutions, the result – less time spent analysing… [Read More…]
TCFD: not just another acronym for a fire department
David Boyle from Mint Asset Management talks about why the work of the Taskforce on Climate-related Financial Disclosures (TCFD) is not only important for financial advisers and their clients but also for our future generations. When you google the acronym TCFD it’s amazing how many fire departments come up, including the wonderfully-named Turkey Creek Fire… [Read More…]
Responsible goes retail: why Mint has opened the SRI tin
With a three-year track record as a wholesale offer under its belt, the Mint NZ SRI Equity Fund is now opening to the retail market. Mint portfolio manager, David Fyfe, answers all your responsible questions… You launched the Mint NZ equities socially responsible investment strategy as a wholesale option in 2017. Why did retail… [Read More…]
Jumping lessons: what all investors can learn from GameStop loss
Mint head of sales, David Boyle, explains why the ongoing GameStop experience holds lessons for new-breed investors and the old-school financial industry on handling the highs and lows of markets. Boyle takes it to the bridge… If an online entity called ‘Roaring Kitty’ suggested a bridge-jumping strategy might be just what you need to improve… [Read More…]