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Philip Macalister
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Goldie
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Darrin Franks
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Susan Edmunds
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Clear Filter
December 2001
31 Dec 2001
News Round Up
27 Dec 2001
Mortgage borrowing surged in November
27 Dec 2001
New broking firm to be established
27 Dec 2001
Crossword #2
27 Dec 2001
News Round Up
27 Dec 2001
SBS to set up funds management arm
22 Dec 2001
Super people in rolling maul
21 Dec 2001
NZSE's new directors
21 Dec 2001
Roller coaster year for housing and mortgage markets
21 Dec 2001
Arcus Investment Management Ltd
21 Dec 2001
Spicers
21 Dec 2001
Merry Christmas from Good Returns
20 Dec 2001
Experts now wanted as guardians
20 Dec 2001
Decision helps Calan
19 Dec 2001
2001 competitive year for insurers
19 Dec 2001
Better returns expected for super fund
19 Dec 2001
Better returns for super fund
18 Dec 2001
Macquarie adds new advisers
18 Dec 2001
House sales jump in November
18 Dec 2001
Our business more than money and numbers
18 Dec 2001
Fixed mortgage interest rates begin to firm
17 Dec 2001
Rich has backer for new venture
17 Dec 2001
Tower Trust appoints new head
16 Dec 2001
News Round Up
14 Dec 2001
Urge to merge questioned
13 Dec 2001
Kiwi home ownership levels sink
13 Dec 2001
Quality of hedge managers declining
12 Dec 2001
The evolving world of personal trusts
12 Dec 2001
Economist sees potential housing boom
12 Dec 2001
Act at sixes and sevens on super
11 Dec 2001
Rothschild looks for a partner
11 Dec 2001
Morningstar appointments
11 Dec 2001
Norris' view on Ballantyne's non-appointment
11 Dec 2001
News Round Up
10 Dec 2001
Rough quarter for managed funds
10 Dec 2001
Fidelity reveals who its new ceo is
10 Dec 2001
Fidelity's new ceo
09 Dec 2001
NZ Funds burglar caught
07 Dec 2001
Fund Manager League Table
07 Dec 2001
ANZ woos mortgage brokers with $300 service promise
06 Dec 2001
Another one goes at Morningstar
06 Dec 2001
Commission closes mortgage brokers
06 Dec 2001
Major changes at Tower
06 Dec 2001
Morningstar sticks with two part research
05 Dec 2001
Health tax may threaten insurance industry
05 Dec 2001
Unbankable people wanted
05 Dec 2001
Succession Planning: Is employing young planners a good option?
05 Dec 2001
Minto rejoins the fold
05 Dec 2001
Ballantyne reveals why she left Sovereign
05 Dec 2001
Equitable keeps 3 stars
04 Dec 2001
New CFAs
04 Dec 2001
Researcher now selling funds online
03 Dec 2001
Adviserlink - Introduction to Financial Planning
03 Dec 2001
CRM in the Financial Services Market
02 Dec 2001
News Round Up
01 Dec 2001
Hot investments just an easy sell?
November 2001
30 Nov 2001
CSFB closes retail arm
30 Nov 2001
Harts: anatomy of a disaster
29 Nov 2001
New Zealanders borrowed more in October
29 Nov 2001
Morningstar backs off threat to Russell
28 Nov 2001
Contributory mortgages under spotlight
28 Nov 2001
St Laurence appoints two new people
27 Nov 2001
Southern Cross challenge starts
27 Nov 2001
Cullen bats off questions
27 Nov 2001
News Round Up
27 Nov 2001
Housing consents bounced back in October
27 Nov 2001
Planned Super Fund rapidly losing favour
27 Nov 2001
Rich sets off on a new course
26 Nov 2001
Jacking up prices is rife at the moment
26 Nov 2001
Rich ousted from Morningstar
23 Nov 2001
Morningstar on the brink of liquidation
23 Nov 2001
New manager at Perpetual Trust
22 Nov 2001
Public Trust's free will-making service threatened
22 Nov 2001
Public Trust's free will-making service threatened
22 Nov 2001
The Warehouse says E-Loan became redundant
22 Nov 2001
Burglars break into leading fund manager's office
22 Nov 2001
FPA National Convention 2001
21 Nov 2001
RSA sets up broker committees
21 Nov 2001
Rich battles for control of Morningstar
20 Nov 2001
Stale price can distort hedge fund returns
20 Nov 2001
Liquid picks up E-Loan
20 Nov 2001
TMF and Deutsche do a deal
20 Nov 2001
KPMG Legal appoints Simon McArley
20 Nov 2001
Not all hedge funds created equal
19 Nov 2001
Stats bode well for Auckland housing: Trass
19 Nov 2001
Smedley's new role
18 Nov 2001
News Round Up
16 Nov 2001
Super Fund will provide a basic standard of living
15 Nov 2001
A new way to buy banks
15 Nov 2001
Planners not great at their own planning
15 Nov 2001
House prices bounce
15 Nov 2001
Chen joins AMP
15 Nov 2001
The Macquarie Titan Trust
15 Nov 2001
The Macquarie Titan Trust
15 Nov 2001
What is the next investment style?
14 Nov 2001
State denies health business for sale
14 Nov 2001
New GT bdm
14 Nov 2001
The Macquarie Titan Trust
14 Nov 2001
The Macquarie Titan Trust
14 Nov 2001
Reserve Bank cuts OCR to 4.75%
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Latest News
FMA outlines its latest expectations for advisers
6 min read
[Weekly Wrap] KiwiSaver in play; but outcome unclear
2 min read
Lifetime to buy Britannia and possibly get an equity injection
2 min read
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