The regulator shouldn’t be funded by those it regulates

MBIE and the FMA recently published a Discussion Paper relating to funding for the FMA. (Media release here.) This followed a report from PwC titled “[FMA] efficiency, effectiveness and baseline review”, which was very...

The paradox of advice

If you decide to engage a financial adviser, you might think that the decision would make you better off financially. That’s not necessarily true. I was chatting with some clients recently and had a...

Pay less attention to historical returns

“Past performance is no indication of future performance.” If you’ve looked at any investment product with proper disclosure, you’d be familiar with this refrain. It’s a statement that’s required by law. It’s easy to...

Don’t yuk yums (financial or otherwise)

One of my all-time favourite podcast names is “Death, Sex, Money”. Three words. Three highly emotive topics. Three topics that many people find hard to talk about. Talk about clear, concise, and effective. Money is highly emotional. Money...

Get lit! (with these non-fiction books)

When kids say something is “lit”, it means something gives them satisfaction in the same way good literature gives them satisfaction. Right?!? Right???!!Anyway. At the request of several readers and friends, in this article...

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