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Last Article Uploaded: Wednesday, September 30th, 3:27PM


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Liz Koh: Model portfolios “inevitable”

Good Returns chats to Liz Koh about how the future of financial advice could be centred around model portfolios.

Wednesday, September 30th, 6:00AM  3 comments

Liz Koh, the founder of Moneymax and the director of Enrich Retirement has told Good Returns that model portfolios are an “inevitable” industry shift.

“Advisers don’t really add a lot of value in terms of portfolio construction. That side of things is best left to the technical experts who can focus on asset allocation, stock selection and that sort of thing.”

Koh went ...MORE»

Dairy decline pulls market lower; A2 leads the way

Tuesday, September 29th, 6:33PM

New Zealand shares fell with A2 Milk leading the market down as investors speculated further earnings downgrades may be on the horizon.


FMA Supervision Insight Report: The good, the bad, and the ugly

Tuesday, September 29th, 7:21AM

Industry reactions to the FMA’s recent report in light of incoming regulation changes.


MMC re-brand future focused

MMC’s new branding reveals changes that are more than just skin deep.

Monday, September 28th, 12:52PM

Following their purchase of Aegis last December, MMC’s refreshed brand looks forward to the future.

CEO, Vedran Babić says the process of refreshing MMC’s proposition has been an opportunity to “collectively define our values, who we are, what we do and what we believe in; it brought us together during lockdown and gave us a singular focus”.

A new website is one of the communication tools ...MORE»

TAP launches adviser academy to 'raise the bar for professionalism'

Saturday, September 26th, 6:29AM

As new adviser regulations are set to change the way that advisers work, TAP launches an academy to bring New Zealand advisers up to the new standard.


FMA: No excuses for shoddy conduct

Friday, September 25th, 5:44AM

After 18 months supervision of the financial sector, the FMA is calling for improvements to governance and compliance.


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Cullen reflects on KiwiSaver, Super Fund and capital gains

Friday, September 25th, 9:23AM

Speaking to a CFA NZ conference Sir Michael Cullen reflected on his career commenting on KiwiSaver, NZ Super Fund and capital gains tax. MORE»

GoodReturns TV

[GRTV] Depressing imbalances in IP market: Hutchinson

Friday, September 25th, 12:06PM  2 comments

There are “distressing imbalances in the income protection market” says Russell Hutchinson, director of Chatswood Consulting.  MORE»

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How elections move markets

Tuesday, September 29th, 6:00AM

How much do elections impact the stock market and portfolio returns? Should elections even matter to long-term investors in the first place? MORE»

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AIA policy encourages Kiwis to ‘share the love’

Monday, September 28th, 2:22PM

New eligible AIA policies come with the option to gift life insurance to a loved one. MORE»

TMM Online

Non-bank lending soars

Wednesday, September 30th, 8:42AM

Non-banks report record growth in New Zealand as retail banks maintain tight credit restrictions in the economic downturn.  MORE»

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Pāua Wealth Management look to make a splash with new appointment

Tuesday, September 29th, 9:23AM

The new and ambitious boutique wealth advisory firm doubles down on impact investment with their latest appointment. MORE»

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KiwiSaver - After the Covid downturn

Friday, September 11th, 11:57AM

Eight KiwiSaver experts discuss how the scheme performed during the Covid downturn and discuss what needs to change. MORE»

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