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March 1998
01 Mar 1998 Weekly briefs
February 1998
25 Feb 1998 Tower's AGM bit of a damp squib
25 Feb 1998 Few active managers really add value
24 Feb 1998 The lights are out, but the candle still burns
23 Feb 1998 Weekly briefs
19 Feb 1998 Regulation on the cards
18 Feb 1998 Ergo exits
17 Feb 1998 More pieces to the puzzle found
17 Feb 1998 Is asset allocation a hoax?
16 Feb 1998 Weekly briefs
12 Feb 1998 Spicers makes the change
12 Feb 1998 Cash is hot. Equities are not
12 Feb 1998 Institute shoots at sharks
12 Feb 1998 Retirement is more than money
11 Feb 1998 NZRPT meeting adjourned
10 Feb 1998 AJ wins award
10 Feb 1998 AJ throws down the gauntlet
05 Feb 1998 Tree trust toppled
04 Feb 1998 Fisher to establish own funds
02 Feb 1998 Forest trust gets the chop
02 Feb 1998 Weekly briefs
January 1998
30 Jan 1998 Merger talks on again
29 Jan 1998 Sovereign anticipates March listing
27 Jan 1998 Trust's structure flawed
27 Jan 1998 Weekly briefs
25 Jan 1998 Whitten leaves Prudential
21 Jan 1998 Nat Mutual and MLC say I do
21 Jan 1998 Financial Fitness goes north
20 Jan 1998 IAFP and ICFP look to future
16 Jan 1998 Weekly briefs
16 Jan 1998 Don't do it
13 Jan 1998 Top trust under wind-up threat
13 Jan 1998 An investment to mull over
12 Jan 1998 Tower Trust signs up
December 1997
23 Dec 1997 Annual awards
23 Dec 1997 Monitoring fees under pressure
23 Dec 1997 Public Trust ownership heads for court
22 Dec 1997 Weekly briefs
18 Dec 1997 The Group of Seven win
18 Dec 1997 Independence ruling unenforced
18 Dec 1997 Todd group releases final report
17 Dec 1997 Good news on the savings front
15 Dec 1997 BT's Fowler leaves NZth
15 Dec 1997 Single advisory body still possible
15 Dec 1997 IAFP showdown inevitable now
15 Dec 1997 Weekly briefs
14 Dec 1997 Book review
11 Dec 1997 IPAC's Milky Way
08 Dec 1997 Tower plans to demutualise itself
08 Dec 1997 Weekly briefs
07 Dec 1997 Independence complaints flow
07 Dec 1997 InvestmentLink partner
05 Dec 1997 Norwich on the block
05 Dec 1997 Consumers are demanding a professional body
04 Dec 1997 Federation concept unsupported
November 1997
30 Nov 1997 Shaking the funds management tree
30 Nov 1997 Weekly briefs
28 Nov 1997 AMP Investments buys Southpac
28 Nov 1997 IAFP board on the offensive
25 Nov 1997 The merger's off
21 Nov 1997 Merger mayhem
21 Nov 1997 Weekly briefs
21 Nov 1997 Pathfinder takes off
21 Nov 1997 AMP does it
20 Nov 1997 Hot property
17 Nov 1997 Learning the American way
17 Nov 1997 NMFM goes for the quinella
17 Nov 1997 Second property offering in a week
17 Nov 1997 Weekly briefs
11 Nov 1997 The income story
11 Nov 1997 Equitilink exits retail business
06 Nov 1997 A grape investment
06 Nov 1997 New software package launched
05 Nov 1997 Kiwi trust alive
05 Nov 1997 Marriage of two firms
05 Nov 1997 Colonial outsources backoffice
03 Nov 1997 Weekly briefs
October 1997
30 Oct 1997 Securities Commission to get tough
29 Oct 1997 Sun Alliance sits in the centre
28 Oct 1997 Sovereign early market casualty
25 Oct 1997 What's going on in Hong Kong?ol
25 Oct 1997 Weekly briefs
24 Oct 1997 $3 bill wiped off market
23 Oct 1997 ASB funds launch
23 Oct 1997 Bulldoze the playing field
22 Oct 1997 Tax incentives please
21 Oct 1997 Fund rations
20 Oct 1997 Booming ten years on
16 Oct 1997 Waltus takes a raincheck
15 Oct 1997 AMP to list $500mill property trust
15 Oct 1997 Sovereign confirms listing
14 Oct 1997 TODD CALLS FOR NEW ACCORD
08 Oct 1997 AMP offers share bonanza
07 Oct 1997 Telstra prospectus registered
06 Oct 1997 Uncertainty remains with capital gains tax
06 Oct 1997 Confusion reigns with super funds
03 Oct 1997 NZRPT suspension to be lifted
03 Oct 1997 Public wants consensus
02 Oct 1997 Kerr's view
September 1997
30 Sep 1997 ANZ mixes active with passive
Latest News
FMA outlines its latest expectations for advisers
FMA outlines its latest expectations for advisers
6 min read
[Weekly Wrap] KiwiSaver in play; but outcome unclear
[Weekly Wrap] KiwiSaver in play; but outcome unclear
2 min read
Lifetime to buy Britannia and possibly get an equity injection
Lifetime to buy Britannia and possibly get an equity injection
2 min read
Make your fees more visible: Anderson
Make your fees more visible: Anderson
4 min read
Latest Comments
FMA outlines its latest expectations for advisers
I think they need to try even harder to make it harder and to create adviser confusion. Perhaps a thematic? The regulator is not the client. We have to demonstrate we are creating "good client outcomes", not, they have to demonstrate that we are not. Its like if I am pulled over for speeding then told I have to demonstrate I wasn't speeding. How is the FMA doing with employment regulation? Sometimes I feel that they are hanging around with a solution looking for a problem. Most serious advisers who have been in this industry for some time and are established business professionals understand how good advice is delivered and how a good practice is run. Maybe the FMA needs a tone check and focus on obvious offenders. I do agree at times "narrow" scope (or what was previously called, limited advice) is sensible.
3 days ago Backstage
Make your fees more visible: Anderson
Agree with Dean here, but lets be consistent please. When I invest into a balanced fund it is either 0.25% as advertised, or up to 0.75% if I use my adviser. I know this is not only Kernel who offer adviser fees, but advertising should give investors the range of fees they will pay, not only the base fee. “Talk about the fee. That’s actually the strength. Don’t hide away from it.”
5 days ago Goldcard
ACT wants to make KiwiSaver earnings tax exempt
Another politician not doing their research. The top Prescribed Investor Rate (PIR) is 28% and not all returns are taxed. For the 12 months ended 31/03/26 my KiwiSaver Balanced-Growth Funds (50/50) had a combined return 11.07% and a dollar gain of $15,932. Based on my PIR of 10.5% and according to Acts' calculations I should have paid PIE tax of $1,532. The PIE tax I actually paid was $159. I could go on but I won't.
6 days ago Oh My Gosh
ACT wants to make KiwiSaver earnings tax exempt
Kiwisaver scheme definitely needs an overhaul, and this is a good start. To further incentivise Kiwisaver, contributions could be tax-free but put a cap. Say, for income up to $100k or $120k (with periodic review).
6 days ago Albert K
Mindful Money founder steps down
Thankyou to a great leader in the ethical and responsible investing world. The world is a better place because of your work in it.
1 week ago Carey Church