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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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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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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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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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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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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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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