Financial advisers

NZ Herald 12 August 2006

Q&As: A few fewer luxuries and many New Zealanders could afford to buy homes; 2 Q&As on whether the Reserve Bank got it right with the new coins; A financial planner objects to what I said last week about how to choose an adviser.

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NZ Herald 5 August 2006

Q&As: Typical but rich women ask how to find an adviser; Does local government keep house prices up? And will they ever fall?; Let’s not have the government meddling in the housing market; Doing your homework doesn’t necessarily help share investment.

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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.

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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.

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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.

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