GoodReturns | NZ’s financial adviser news-item centre

More time on clients, less on investment

High growth financial advice businesses focus less on investment management and more on clients and practice, a US survey has found.

Andrea Malcolm

Wed, Oct 11th 2023 01:46PM

Beyond wealth – financial planning works

FMA reviews players in Kloogh Ponzi scheme

Dimensional launches NZ PIE to investing sustainable Australian equities

Southern Cross is “very supportive” of CoFi

Financial Advice NZ CEO hangs up her boots

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[The Wrap] FSC should take a position on CoFI

Kloogh investors told they will only get 2c in the $1 back

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A record high for New Zealand Super Fund

Nikko looks to be slightly defensive

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Visit to US advisers yields growth tips aplenty

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