Advising on KiwiSaver can create "a moat" for adviser's businesses: Generate

Generate says providing advice on KiwiSaver can help create “a moat” around an adviser’s business.

“The more problems you solve, the more like they are to stay with you,” Generate’s head of distribution, Kristian James, told advisers, adding that advising clients on other managed funds is also an opportunity for advisers.

Speaking to a mix of investment, mortgage and insurance advisers in Wellington as part of Generate’s current roadshow around the country, James noted that ...MORE»

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Industry wary of KiwiSaver changes

KiwiSaver providers are cautiously supportive of changes to make it easier for farmers to buy homes – but would prefer the tinkering with the system stopped.

The Government announced at the weekend that the laws would change so that people who have jobs where accommodation is provided can still use their accounts to buy a house.

The rules have previous required that people withdrawing money for a first home do so with the intention of living in it.

"Workers in service tenancies, such as farm workers, rural teachers, country cops, and defence personnel, ...MORE»

Is it the year of the equal-weighted S&P 500 Index? Tuesday, March 3rd, 8:13AM The Financial Times is wondering whether this year will be the year of the equal-weighted S&P 500 Index while another Kiwi fund manager is recommending funds that track this index as an alternative to following the benchmark capital-weighted US index. MORE»

NZX's Smart and Wealth Tecnologies contributed all profit growth in 2025 Friday, February 27th, 6:55AM NZX’s Smart’s growth in funds under management (FUM) accelerated in the second-half of 2025 to deliver annual growth of 17.6%. MORE»

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[Opinion] Life cover benefits designed to support surviving family members on the death of a client can be at risk if they are used ‘early’ to fund terminal illness, perhaps even to the point where the family is left with too little, resulting in a failure of the insurance to perform its purpose. MORE»

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Advising on KiwiSaver can create "a moat" for adviser's businesses: Generate

Generate says providing advice on KiwiSaver can help create “a moat” around an adviser’s business. MORE»