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Investors need a better way of understanding how risky a KiwiSaver fund really is, one adviser says. Jon-Paul Hale, of Willowgrove Consulting, said the FMA's KiwiSaver Tracker was potentially confusing for users because the way funds are assessed meant that balanced options could sometimes be placed in the same basket as growth or conservative funds. […]

An Auckland AFA who launched a roboadvice offer this year has amassed $1 million under management. Clive Fernandes, who owns and runs National Capital, was given a robo exemption at the end of January. His roboadvice platform offers KiwiSaver advice, with a small group of providers. Schemes are shortlisted using the FundSource performance tables and […]

KiwiSaver could be part of the solution to provide financial advice to older New Zealanders who do not have large amounts of money to invest, adviser Martin Hawes says. Hawes is also chair of the investment committee of the Forsyth Barr KiwiSaver scheme, Summer, and is on the board of variable annuity provider Lifetime. He […]

“We are thrilled that from next year all KiwiSaver providers will be required to join NZ Funds in projecting member balances at retirement”, says Geoff Motion. NZ Funds first included retirement savings projections in 2018. “When we entered the KiwiSaver market in 2011, we drew on our then twenty-year heritage of managing New Zealanders wealth […]