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Philip Macalister
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Apply
Clear Filter
December 2002
30 Dec 2002
Tower buyer remains a mystery
30 Dec 2002
Gallacher becomes Mercer principal
24 Dec 2002
Insurance and Superannuation Unit
24 Dec 2002
New Morningstar boss
24 Dec 2002
Teachers given more choice
24 Dec 2002
Oh! What a year
23 Dec 2002
Housing market continues to bubble
23 Dec 2002
Summer Rentals: Renting out your own home; Nelson
23 Dec 2002
Building societies no shrinking violets
20 Dec 2002
Housing market continues to bubble
20 Dec 2002
Minto confirmed as head
20 Dec 2002
Three funds put on hold
19 Dec 2002
Returns on NZ Super fund cut
19 Dec 2002
NZSE indices get early holiday
18 Dec 2002
Kiwibank to use brokers
18 Dec 2002
Kiwibank to use brokers
17 Dec 2002
Guardians advance their thinking on investing the fund
17 Dec 2002
Offshore buyers push up Queenstown property values
17 Dec 2002
ING new recruit
17 Dec 2002
Speculation about JB Were
16 Dec 2002
Avoiding litigation
16 Dec 2002
Simple but effective
16 Dec 2002
Better business practices means better business
16 Dec 2002
Bluestone arrives in NZ
15 Dec 2002
News Round Up
13 Dec 2002
Quarterly survey to continue - for now
12 Dec 2002
Financial advisers regime to be strengthened
12 Dec 2002
Followers of style
12 Dec 2002
First NZ Capital and Securities become one
11 Dec 2002
Wanted to rent: any home, anywhere
11 Dec 2002
Stand-off in Auckland property boom
11 Dec 2002
Who will lead Tower?
11 Dec 2002
Kiwibank's lending conservative: Knowles
10 Dec 2002
Cullen gives lesson on diversification
10 Dec 2002
Rental Shortage: Hawera, New Plymouth
10 Dec 2002
Australian Property market 'almost bizarre'
10 Dec 2002
Court win for building safety
10 Dec 2002
ACT Press Release: Flawed Income Related Rents Bill
10 Dec 2002
Calan apologies
09 Dec 2002
Big changes at AMPH
09 Dec 2002
News Round Up
09 Dec 2002
Stevens leaves ASFONZ
08 Dec 2002
More mansions sold
06 Dec 2002
Tower chair attacks former ceo
06 Dec 2002
Sovereign launches a first
06 Dec 2002
Bridges burns Tower
05 Dec 2002
ANZ trains brokers
05 Dec 2002
Harvard Business Review Slams Cullen Super Fund
05 Dec 2002
Scobie joins Mercer
05 Dec 2002
Hong Kong: House prices dont always rise...
05 Dec 2002
Property Boom About To Cool Off
05 Dec 2002
Invercargill's rental housing shortage
05 Dec 2002
GSF performance OK'd
04 Dec 2002
Global gamble costs super fund $5000 per member
04 Dec 2002
Targeting Higher Net Worth Clients
04 Dec 2002
Three more Aust funds come to market
03 Dec 2002
Government Superannuation Fund Authority - Full report
03 Dec 2002
Funds Management World Australia 2002
03 Dec 2002
Market Review: NZ continues to be out of step
03 Dec 2002
BT adds hedge funds
03 Dec 2002
Mortgage Choice puts off listing
03 Dec 2002
Owen signs on again
03 Dec 2002
Women in Super
02 Dec 2002
CFA charter holders
02 Dec 2002
Adviserlink Introduction to Financial Planning
02 Dec 2002
News Round Up
November 2002
29 Nov 2002
Dakin heads Colonial Prop Fund
29 Nov 2002
Women finally reach parity with men in insurance
29 Nov 2002
Consumer still not happy with advisers
28 Nov 2002
Building Act Sound - Hunn Report
28 Nov 2002
Lord of the Rings sends house values soaring
28 Nov 2002
Gearing up for a risky shot at riches: Mary Holm
27 Nov 2002
Consents break 26 year record
27 Nov 2002
Public Trust profit promise (updated)
27 Nov 2002
Number of mortgage brokers falls
27 Nov 2002
Morningstar looks at its process
26 Nov 2002
NZers spend $19m in Gold Coast boom
26 Nov 2002
Sole resigns from Public Trust
25 Nov 2002
PSIS boss goes
25 Nov 2002
Leaky building lending
25 Nov 2002
News Round Up
23 Nov 2002
Prices rocket in city housing boom
22 Nov 2002
House Prices still strong
22 Nov 2002
Double dip chances fall
21 Nov 2002
Price still strong
21 Nov 2002
Holidaying On Your Investment Property
21 Nov 2002
Mortgage Rates Stable Until The End of 2003
21 Nov 2002
Urbus proposal succeeds
21 Nov 2002
Urbus proposal succeeds
20 Nov 2002
United Future welcomes Cullen superannuation move
20 Nov 2002
Good news for borrowers
20 Nov 2002
OCR unchanged
20 Nov 2002
Queen Street gets a makeover
20 Nov 2002
FPA Sydney
19 Nov 2002
BNZ appoints new relationship manager
19 Nov 2002
Adviserlink Essentials of Mortgage Broking
19 Nov 2002
Tower to keep trustee business
18 Nov 2002
All about registered valuations
18 Nov 2002
Fiona Judd named Planner of the Year
18 Nov 2002
A new laird for Whyte
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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