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Whitepaper: Bot or Not
Bot or Not: A guide for NZ financial services firms entering the Digital Advice age.
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Perspective
The Decumulation Conversation We Are Yet to Have
In Australia the discussion on decumulation and supporting clients in retirement is very active. In NZ we are yet to
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Wealth
Perspective
Spending Patterns in Retirement
I thought this was an interesting read. The report focuses on spending patterns when people are in the decumulation
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Wealth
News & Media
Is Your Investment Governance Fit for Purpose?
A periodic review of Investment Governance should form part of a MIS manager Board's broader oversight evaluation
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Wealth
News & Media
APRA's Watchful Eye on Illiquid Assets in Australia
The regulatory focus on super funds’ increasing exposure to illiquid assets continues to grow across the Tasman...
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Wealth
News & Media
Could KiwiSaver be more Equitable?
I’ve launched a few KiwiSaver schemes, so have a long enduring relationship with what a difference KiwiSaver can make.
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Wealth
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Morningstar sounds death knell for single-use robos
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Wealth
Perspective
Would you take money advice from a computer?
Kiwis are set to start getting financial “robo-advice” this year — a move tipped to help those on lower incomes but...
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Wealth
Perspective
Robo Advice to Cover the Spectrum of NZ Consumers
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Wealth
Perspective
Advice for robots: new white paper fills in blanks for NZ industry
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Wealth
Perspective
Bot or Not? A guide for NZ financial services firms entering the Digital Advice age
Bot or Not? A guide for NZ financial services firms entering the Digital Advice age. Robots generally skew to the...
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