Articles tagged with 'MyFiduciary'
My Fiduciary is moving to PIE-only portfolio recommendations
7 February 2024 - 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.
[GRTV] Getting good returns from fixed interest
9 June 2021 - My Fiduciary principal Chris Douglas reveals how he is investing in fixed income in this low interest rate environment and gives his views on the great KiwiSaver shakeout.
Advisers’ part to play: FMA KiwiSaver fee guidance
14 April 2021 - The FMA has released its long-awaited guidance on managed fund fees. Director of investment management Paul Gregory says advisers have their part to play.
Westpac dropping adviser wing to Forsyth Barr
22 October 2020 - Westpac in talks to sell its adviser wing to Forsyth Barr in a move that could signal the end of advice from the big Aussie banks
FMA releases active versus passive report
24 August 2020 - The Financial Markets Authority (FMA) has published an independent report into the passive and active investment management styles used by KiwiSaver providers. [+ REPORT]
Life stages research shows big differences in outcomes
19 November 2019 - Lifestages funds are a better option for savers than default KiwiSaver funds, but they’re not all created equal, new research from MyFiduciary suggests.
MyFiduciary does JHC deal
14 November 2019 - Finzo has become the first New Zealand business to adopt new technology being distributed in this country through a partnership deal with MyFiduciary.
Mirror, mirror on the wall, who has the best lifecycle of them all?
5 November 2019 - A recent NZ Funds-commissioned survey by MyFiduciary gives interesting insights into the KiwiSaver life-stages options available.
Share markets shake
15 August 2019 - Share markets around the world have wobbled – but whether fears of a recession will prove correct is still up for debate.
Advisers need to negotiate lower fees
13 August 2019 - Fund management fees are too high and advisers should be negotiating lower fees for their clients, MyFiduciary principal Chris Douglas says.
MyFiduciary signs big new client
6 August 2019 - A new regulatory environment for advisers is creating an opportunity for research firm MyFiduciary, which has signed a deal with one of the big banks.
UK experience a lesson in liquidity risk
12 July 2019 - Fund liquidity is one of the factors advisers should consider when placing their clients’ money, one researcher says.
Research tool will expand adviser access to research: Douglas
25 June 2019 - A new research tool offered by MyFiduciary will help give smaller advice groups more access to information, principal Chris Douglas says.
Advisers to be offered more help constructing portfolios
3 April 2019 - Morningstar's former man in New Zealand is developing a service that will help financial advisers construct portfolios from the range of managed funds available in New Zealand.
