GoodReturns | NZ’s financial adviser news-item centre

[The Wrap] The year that was - and what may happen next year

Here are some thoughts on the year that has been, but also a few predictions for 2025. Feel free to comment.

Philip Macalister

Sat, Dec 21st 2024 02:13PM

[UPDATED] Despite a warning InvestNow is alleged to have beached AML laws

Craigs sells half stake to US private equity firm

Pathfinder clarifies ethical investment exceptions after censure

The good guys get told off

Advice industry needs “agents of change” to shift the impact needle

[GRTV] RI practice now ingrained but greenwashing a major concern says RIAA

New clients demonstrate strong confidence in NZX wealth technologies

FMA investigating three potential greenwashing cases

No deal between ANZ Investments and Mercer

Tax settings tweak could help grow local ETFs

Market maturity barrier to ETF growth in NZ

Advisors must take note of supervisor guidelines on AML/CFT

Investors’ eyes are on the prize with growth in impact funds

[GRTV] The nitty gritty of Smart’s ETFs

Savings not just debt in focus as interest rates tumble

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