NZ Herald 8 July 2006
Q&As: What to do about negligent adviser who recommended bad finance company investment; Do high earners pay too much of the tax burden?; Parable about why the highest taxed get the biggest tax breaks.
The Investor 26 July 2005
Keeping financial advisers on their toes — good for the rest of us. A warning to financial advisers: You’d better give good, unbiased advice to your next new client. And the one after that. And the one after that. You never know which one might be a “mystery shopper” working undercover. If you do serve a mystery shopper, they will report on a website whether the advice you gave “is truly in the best interests of the individual client” — something that Joe and Joanne Blow often find hard to judge.
NZ Herald 16 July 2005
Q&As: When to declare share trading profits; What to do if travel agent charges more for using a credit card; Different Visa rules in Australia, and how Visa operates.
The Investor 12 July 2005
Complexity of financial products no accident. Confirmation, at last, of what we’ve suspected all along: Providers of financial products may deliberately make them sound complicated.