GoodReturns | NZ’s financial adviser news-item centre

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.

Jenny Ruth

Wed, Feb 7th 2024 04:56PM

Salt looks to valuation and thematic support in 2024

4 min read

Keep pension at 65, young ones might need it

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US rally boosts Sharesies retail sentiment defying usual Christmas jitters

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SEC decision on bitcoin ETFs allows Vault to slash fees

3 min read

[OPINION]SEC allows bitcoin ETFs but bitcoin still lacks intrinsic value

5 min read

SEC approval of bitcoin ETFs makes crypto trading easier and more secure: Koura Wealth

3 min read

Fin Advice NZ appoints new CEO

2 min read

Amplifi expects more $2m to $20m acquisitions

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Lifetime springboards off $1b AUM

4 min read

Amplifi Group managing director departs

2 min read

Bigger remit sees FMA numbers swell

3 min read

Paul Gregory to leave FMA

2 min read

Will the 60/40 classic portfolio return to form in 2024?

2 min read

Jarden views investment banking and wealth management as “a dis-synergy”

2 min read

Fisher Funds partners with NZX Wealth Technologies

2 min read

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