Video: [GRTV] A trip around investment issues with MyFiduciary’s Chris Douglas
It’s not just changes to the trustee tax tax rate that’s driving PIE growth, MyFiduciary principal Chris Douglas tells Good Returns TV.
BusinessNZ says FMA should shelve its fair outcomes guidelinesFriday, March 15th, 1:02PM 4 comments
Business organisations and lawyers are panning the Financial Markets Authority's plan to focus its regulatory efforts on fair outcomes for consumers, with BusinessNZ calling for guidelines to be shelved altogether. MORE» |
AIA Wellbeing Survey: Your health is your wealth, the importance of recoveryFriday, March 15th, 6:39AM 1 comment
Financial advisers are managing stress better than they were two years ago but more support is needed for them to thrive. MORE» |
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A Growth Mindset – introducing NZHL Group
There's a shift in the market - a slow incline with a more positive outlook set for 2024 and many advisers are looking to develop a strategy to maximise the opportunity. MORE »
How to Change to a Digital KiwiSaver Advice Process
Digitisation provides many benefits to both financial advisers and their clients. But, once you’ve decided to embrace going digital, how do you know where to start? Which areas of your KiwiSaver advice process should be the first to go digital, and which will bring the most benefits to your business? MORE »
The FMA turning up doesn't mean it wants to shut down an adviser
The Financial Markets Authority wants to work collaboratively with financial advisers and they shouldn't assume the regulator is out to get them when it's performing its industry monitoring functions, Michael Hewes, the FMA's director of deposit taking, insurance and advice, told the Financial Advice NZ conference earlier this month.
“We're not turning up to shut you down,” Hewes said, unless the adviser has been showing behaviour outside of their licence conditions.
The FMA would like to establish a relationship with the industry and to have advisers acting as “our ears and our eyes. If you're seeing conduct that isn't up to your standard, please let us know,” Hewes said.
“We can't ...MORE»
Kernel launches NZ-first target maturity bond fundsMonday, March 11th, 7:54AM
Kernel expands its bond offering with two funds with target maturity dates. MORE» |
Total Wealth's NZXWT onboarding storyMonday, March 11th, 7:43AM
Christchurch-based financial planning and wealth management firm Total Wealth has migrated its |
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Multiply partners with NZX Wealth Technologies for tech innovation
NZXWT adds another advisory firm to its platform. MORE»
GoodReturns TV
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[GRTV] Free model portfolios aim to improve the industry
GRTV speaks to Clayton Coplestone, principal of Heathcote Investment Partners, about a joint initiative with Kernel to get advisers thinking about portfolio construction. MORE»
Investments
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Wrestling the gorilla
Despite incessant commentary to the contrary, the US economy is the strongest it has been in over 30 years MORE»
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28-year streak for Fidelity
Fidelity Life has kept its A- minus rating from AM Best - again. MORE»
TMM Online
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Activating DTIs and loosening LVRs
The New Zealand Banking Association (NZBA) wants the Reserve Bank to loosen proposed debt-to-income (DTI) restrictions because of the internal conservatism of some banks. MORE»
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Partners distribution boss jumps to Asteron
Tony Arthur has been appointed as new executive manager life distribution at Asteron Life. MORE»
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Kiwis, depending on their age group, generally want compulsory KiwiSaver
Most Kiwis, bar Millennials, think regular KiwiSaver contributions should be compulsory, a survey has found. MORE»