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Advisers can use new behavioural research to glean tips on how to drive new connections with clients and deepen existing ones, the Financial Markets Authority says. It has released the results of the second phase of its KiwiSaver trial, run in conjunction with the Ministry of Business, Innovation and Employment and ANZ. It focused on […]

The Tax Working Group’s recommended tweaks to KiwiSaver are proof that any capital gains tax shouldn’t touch shares, retirement policy researchers say. The group released its final report last week, recommending a broad capital gains tax across all investment assets, including shares and business IP. It would mean fund managers would have to apply a […]

There are concerns that a bill that would make it easier for foster children to access KiwiSaver may be stopped in its tracks. The private member’s bill was introduced by National P Hamish Walker and would allow any foster parent to approach a KiwiSaver provider to open an account for a foster child in their […]

An authorised financial adviser who has been granted an exemption to offer personalised roboadvice says the process was an involved one. Clive Fernandes is director and founder of National Capital, a financial advice firm that focuses on KiwiSaver. It is the fourth business to be granted the exemption by the Financial Markets Authority, behind Kiwi […]