My Fiduciary is moving to PIE-only portfolio recommendations
News

My Fiduciary is moving to PIE-only portfolio recommendations

My Fiduciary is moving to PIE (portfolio investment entity) only portfolio recommendations in light of the trustee tax rate rising to 39% from April 1 to align it with the top personal tax rate.

Wed, Feb 7th 2024 04:56PM
Fisher's KiwiSaver FUM sluggish after Kiwi Wealth purchase

Fisher's KiwiSaver FUM sluggish after Kiwi Wealth purchase

4 min read
The tipsy-topsy world of recent KiwiSaver performance

The tipsy-topsy world of recent KiwiSaver performance

3 min read
SEC decision on bitcoin ETFs allows Vault to slash fees

SEC decision on bitcoin ETFs allows Vault to slash fees

3 min read
[OPINION]SEC allows bitcoin ETFs but bitcoin still lacks intrinsic value
[OPINION]SEC allows bitcoin ETFs but bitcoin still lacks intrinsic value
5 min read
Amplifi expects more $2m to $20m acquisitions
Amplifi expects more $2m to $20m acquisitions
3 min read
Will the 60/40 classic portfolio return to form in 2024?
Will the 60/40 classic portfolio return to form in 2024?
2 min read
RBNZ: record immigration may mean rates stay high for longer
RBNZ: record immigration may mean rates stay high for longer
3 min read
Jarden views investment banking and wealth management as “a dis-synergy”
Jarden views investment banking and wealth management as “a dis-synergy”
2 min read
Finsure plans an aggressive pitch for NZ mortgage advisers in 2024
Finsure plans an aggressive pitch for NZ mortgage advisers in 2024
3 min read
Big payday coming for Harbour on top of FirstCape merger
Big payday coming for Harbour on top of FirstCape merger
2 min read
Jarden, NAB form FirstCape including Harbour
Jarden, NAB form FirstCape including Harbour
2 min read
Lindsay learns the benefits and pitfalls of the product he sold for 52 years the hard way
Lindsay learns the benefits and pitfalls of the product he sold for 52 years the hard way
3 min read
Forsyth Barr buys Hobson Wealth to create $30b in funds under advice
Forsyth Barr buys Hobson Wealth to create $30b in funds under advice
2 min read
Financial Advice NZ wants new govt to give advisers a breather
Financial Advice NZ wants new govt to give advisers a breather
3 min read
Lessons Charlie Munger taught businesses
Lessons Charlie Munger taught businesses
4 min read
Record immigration to blame for rates staying higher for longer: RBNZ
Record immigration to blame for rates staying higher for longer: RBNZ
3 min read
ASB's mortgage book shrinks as ANZ, Kiwibank grow market share
ASB's mortgage book shrinks as ANZ, Kiwibank grow market share
2 min read
RBNZ stays on hold as economists, markets debate timing of first OCR cut
RBNZ stays on hold as economists, markets debate timing of first OCR cut
3 min read
US-based TA Associates mulls sale of 34% Fisher Funds stake
US-based TA Associates mulls sale of 34% Fisher Funds stake
2 min read

Jenny Ruth

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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