Russell Investments’ sixth New Zealand Value of an Adviser report estimates professional advice can add at least 5% in value each year, with behavioural coaching alone worth 3.7%. Drawing on research with advised investors and advisers, it finds 90% of advised clients rate their adviser as good or excellent value, and confidence in reaching financial goals rises from 41 to 83% after advice. It also looks at how AI can create adviser capacity without replacing trust and judgement.

 This paper examines the distinctive characteristics of the New Zealand and Australian equity markets – collectively referred to as AUNZ equities - and their roles within a diversified global portfolio. 

New Global Research Explores AI’s Growing Role in Financial Planning and the Value of Professional Advice.

What a structurally different world demands of financial advisers.

 Strengthening the Private Insurance Pool, Building Private Healthcare Capacity, and relieving New Zealand’s Public Health System. 

 A new MartinJenkins report, commissioned by the Financial Services Council, shows health and life insurance already play an important role in New Zealand’s wider health system. The opportunity now is to better recognise and strengthen that contribution alongside the public system. 

Simplicity’s Chief Economist Shamubeel Eaqub asks if higher fees in KiwiSaver funds have produced higher net returns.

The FSC’s new report, Artificial Intelligence and the Future of Financial Services in New Zealand, brings together global evidence, national context and FSC’s own sector research to understand how trust in AI is forming - particularly in a sector where trust matters more than almost anything else.Kiwis are open to AI helping them. They are much less comfortable with AI making big decisions about their money.