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Regulators set the standard for boards of financial institutions

Nov 20, 2023

  • media release
Trustees Executors Limited Announces New Management Structure

Nov 9, 2023

  • media release ,
  • Trustees Executors ,
  • Dunedin
Over 100 Years of Community Service in Dunedin

Oct 6, 2023

  • About Us & Media
Trustees Executors partners with AIA NZ

Aug 4, 2023

  • Corporate Services
The clock is ticking for climate-related disclosuresPost

Jul 9, 2023

  • About Us & Media
We bid Farewell to our Historical Dunedin Office

May 29, 2023

  • Private Wealth
Cost of living crisis taking its toll on financial resilience and wellbeing

May 26, 2023

  • Private Wealth
Everyone needs a Will

May 26, 2023

  • Private Wealth
2023 Budget: Trustee Tax Rate Increasing to 39%

May 26, 2023

  • Private Wealth
Market Update - April 2023

May 5, 2023

  • Corporate Services
Financial markets regulators gain new tools for new jobs

May 2, 2023

  • Private Wealth
Disaster Proof Your Documents

Mar 29, 2023

  • Private Wealth
The importance of Enduring Powers of Attorney (“EPAs”)

Mar 29, 2023

  • Private Wealth
Future Planning & Funeral Trusts

Mar 29, 2023

  • Private Wealth
Can you afford to retire?

Mar 29, 2023

  • Corporate Services
Integrated Financial Products and Value for Money

Mar 21, 2023

  • Private Wealth
Market Update - February 2023

Mar 2, 2023

  • Private Wealth
Financial advisers deliver value in challenging times

Mar 1, 2023

  • Private Wealth
Taking Cover

Feb 28, 2023

  • Private Wealth
Is now a good time to invest in property?

Feb 23, 2023

  • Private Wealth
The Discipline of Regular Saving

Feb 23, 2023

  • Corporate Services
FMA sets out risk management expectations for managed investment schemes sector

Feb 16, 2023

  • Private Wealth
Trusts for Modern Families

Feb 8, 2023

  • Corporate Services
Regulators crack down on climate change and ESG-related misconduct in financial markets

Jan 16, 2023

  • Private Wealth
Market Update - November 2022

Dec 12, 2022

  • Corporate Services
IOSCO issues thematic review on liquidity risk management

Dec 9, 2022

  • Private Wealth
'Tis the Season of Good Will

Dec 4, 2022

  • Private Wealth
Understanding Investment Asset Classes

Nov 30, 2022

  • Private Wealth
Protect yourself and protect your family with Enduring Powers of Attorney

Nov 20, 2022

  • Private Wealth
Socially Responsible Investing

Nov 20, 2022

  • Private Wealth
Investing Psychology 101: How to think like an Investor

Nov 17, 2022

  • Private Wealth
Market Update - October 2022

Nov 17, 2022

  • Corporate Services
Time for sensible regulation to protect Kiwi investors in the ‘Wild West’ of cryptocurrencies

Oct 31, 2022

  • Corporate Services
Regulators worldwide grapple with ESG financial literacy

Oct 25, 2022

  • Corporate Services
KiwiSaver members speak out on value for money

Oct 5, 2022

  • Private Wealth
World Investor Week: 3 – 9 October 2022

Oct 3, 2022

  • Private Wealth
Market Update - September 2022

Oct 3, 2022

  • About Us & Media
Trustees Executors opens new Tauranga office to meet growing demand for specialist advice

Sep 5, 2022

  • Private Wealth
Why, when and how should you make a Will?

Sep 1, 2022

  • Private Wealth
Investing Explained Series: What is Dollar-Cost Averaging?

Aug 31, 2022

  • Private Wealth
Money Week: Demystifying Money

Aug 31, 2022

  • Corporate Services
Cyber security highlighted for financial market services licence holders

Aug 26, 2022

  • Private Wealth
The three biggest money worries for women

Jul 6, 2022

  • Private Wealth
Market Update - June 2022

Jul 5, 2022

  • Private Wealth
Significant changes to inheritance law

Jul 5, 2022

  • Private Wealth
Finding value in being frugal

Jul 4, 2022

  • Corporate Services
New Zealand’s managed fund fees value-for-money (VfM) regime soon to go live

Jul 1, 2022

  • Corporate Services
Sustainability reporting standardisation gathers international momentum

Jun 3, 2022

  • Charities
Giving: What you need to know

May 18, 2022

  • Private Wealth
Women and Financial Wellbeing in New Zealand

May 17, 2022

  • Private Wealth
Investing Explained Series: What is Hedging?

May 17, 2022

Senior appointment to accelerate Trustees Executors’ transformation towards a digital first business

May 3, 2022

  • Corporate Services
Morningstar report questions fund manager fees

May 2, 2022

  • Private Wealth
Case Study: The Great Wealth Transfer

Apr 5, 2022

  • Private Wealth
Changes to Trust Tax

Apr 5, 2022

  • Charities
What does leaving a lasting legacy mean to you?

Apr 5, 2022

Trustees Executors appoints new GM of People and Culture

Apr 4, 2022

  • Private Wealth
Are you Financially Resilient?

Apr 4, 2022

  • Corporate Services
New ASA Financial Advertising Code comes into force

Mar 29, 2022

  • About Us & Media
Call for financial services sector to step up to help reverse fall in Kiwis’ financial literacy

Mar 4, 2022

  • Private Wealth
Tips on how to start your money plan for 2022

Mar 1, 2022

  • Private Wealth
Three Reasons to Consider a Trust

Mar 1, 2022

  • Private Wealth
What to think about before writing your Will

Mar 1, 2022

  • Private Wealth
Navigating Market Volatility

Mar 1, 2022

  • Corporate Services
FMA reports on itself for 2020/21

Feb 28, 2022

  • Private Wealth
Inflation 101

Dec 9, 2021

  • Private Wealth
The Value of Advice

Dec 9, 2021

  • Private Wealth
Five mistakes that can derail your retirement

Dec 9, 2021

  • Corporate Services
IOSCO issues final report on outsourcing principles

Dec 6, 2021

  • Corporate Services
FMA revisits financial product advertising

Nov 29, 2021

  • About Us & Media
Trustees Executors Leverages SS&C Platform to Launch New Business

Nov 15, 2021

  • Private Wealth
Markets in Review - October 2021

Nov 8, 2021

  • Private Wealth
Generation Rent

Nov 2, 2021

  • Corporate Services
FMA publishes 11th annual report on KiwiSaver

Oct 29, 2021

  • About Us & Media
New Zealand’s Trustees Executors Uses MuleSoft to Deliver Personalised Customer Experiences

Oct 28, 2021

  • Corporate Services
We need to talk about Stewardship

Oct 11, 2021

  • Private Wealth
Markets in Review - September 2021

Oct 1, 2021

  • Corporate Services
Climate-related disclosure regime gears up for implementation

Sep 28, 2021

  • Private Wealth
Fast and Easy Wills at Your Fingertips

Aug 30, 2021

  • Corporate Services
FMA’s Annual Corporate Plan announces regulator’s agenda out to mid-2022

Aug 30, 2021

  • Private Wealth
Looking after our elders

Jul 30, 2021

  • Private Wealth
Making sense of Cryptocurrency

Jul 30, 2021

  • Private Wealth
Wills Explained: Breaking Down the Jargon - Understanding Probate

Jul 30, 2021

  • Private Wealth
Micro-investing on the rise – are you one of the 38 per cent?

Jul 30, 2021

  • Corporate Services
Bonus Bonds Update

Jul 20, 2021

  • Corporate Services
Managed investment schemes must deliver value for money to their investors

Jun 30, 2021

  • Corporate Services
Leading the Fight against Climate Change – The role of Sustainable Finance

Jun 30, 2021

  • Private Wealth
Wills Explained: Breaking Down the Jargon – Intestate

Jun 30, 2021

  • Private Wealth
Residential Care Subsidies 101

Jun 30, 2021

  • Private Wealth
World Elder Abuse Awareness Day

Jun 15, 2021

  • Corporate Services
RBNZ Issues Cyber Resilience Guidance

May 31, 2021

  • Private Wealth
Wills Explained: Breaking Down the Jargon - What is the Difference between an Executor and Trustee of an Estate?

May 26, 2021

  • Private Wealth
The Threat of Inflation during the COVID-Recovery

May 17, 2021

  • Private Wealth
KiwiSaver – A year on from the Pandemic Panic

May 17, 2021

  • Private Wealth
The Impact of the Vaccine on Markets

May 12, 2021

  • Corporate Services
Monitoring Visits for MIS and Other Supervised Entities

Apr 24, 2021

  • Private Wealth
Keeping it in the Family - Inheritance Trusts

Apr 8, 2021

  • Private Wealth
Building Confidence through Professional Financial Advice

Apr 8, 2021

  • Private Wealth
The Market in Review as at 31 March 2021

Apr 8, 2021

  • Private Wealth
Tilting the Balance of Home Ownership

Apr 6, 2021

  • Private Wealth
The End of Life Choice Act

Apr 1, 2021

  • Corporate Services
COVID-19 stirs regulator interest in liquidity risk

Mar 29, 2021

COVID-19 Alert Level Update

Feb 28, 2021

  • Corporate Services
Rethinking Cyber Security

Feb 25, 2021

  • Corporate Services
Global Best Practice for Handling Retail Investor Complaints Revealed

Feb 23, 2021

  • Private Wealth
Five Questions Facing Investors for the Year Ahead

Feb 19, 2021

  • Private Wealth
Need assistance with managing financial or property affairs?

Feb 18, 2021

  • Private Wealth
Speculation vs Investment

Feb 18, 2021

  • Private Wealth
Happy Birthday to the Trusts Act 2019

Feb 17, 2021

  • Private Wealth
2020 Year in Review - Investment Markets

Feb 17, 2021

  • Private Wealth
The Holiday Season – is your Estate Plan up to Date?

Dec 19, 2020

All you need to know about the Privacy Act 2020

Dec 18, 2020

  • Private Wealth
Make room for family matters this holiday season

Dec 18, 2020

  • Corporate Services
How to meet investor needs for more material information

Dec 17, 2020

  • Private Wealth
KiwiSaver has continued to grow in 2020 despite unprecedented challenges

Nov 27, 2020

  • Corporate Services
SIPOs Under the Spotlight

Nov 25, 2020

  • Private Wealth
Building Wealth, Protecting Wealth and Passing it on

Nov 24, 2020

  • Corporate Services
Trustees Executors removes Fund Managers Otago Limited under Financial Markets Conduct Act

Nov 3, 2020

  • Private Wealth
Five Strategies to Protect Family Wealth

Oct 31, 2020

  • Corporate Services
Climate Change Risk Disclosure – New Zealand Leading the Way

Oct 29, 2020

  • Private Wealth
October Investment Market Update

Oct 29, 2020

  • About Us & Media
The OneTE Clients First Service Charter

Oct 29, 2020

  • Charities
The Philip Wylie Charitable Trust

Oct 29, 2020

  • Private Wealth
Crisis-proofing Your Finances: Invest for the Future

Oct 21, 2020

  • Private Wealth
Latest Economic Outlook

Oct 16, 2020

  • Corporate Services
Auditing the auditors – the FMA’s latest oversight plan

Sep 10, 2020

  • Private Wealth
The Value of a Financial Adviser - Don't follow the herd

Sep 9, 2020

  • Private Wealth
Crisis-proofing Your Finances: KiwiSaver

Sep 4, 2020

  • Private Wealth
How to Crisis-proof your Finances: The Emergency Fund

Jun 25, 2020

  • Corporate Services
KiwiSaver Shake-up: Default fund changes and what they mean for you

Mar 4, 2020

  • Private Wealth
Investor basics

Mar 3, 2020

  • Private Wealth
The Role of a Professional Trustee when Buying or Selling Property in a Trust

Mar 3, 2020

  • Private Wealth
Investment Insights: Coronavirus

Mar 3, 2020

  • Private Wealth
Retirement Villages - How Retirement Village Residents and Intending Residents are Protected

Feb 28, 2020

  • Corporate Services
More Action and Transparency Needed on Climate Risk Disclosure

Feb 3, 2020

  • Private Wealth
The one New Year's Resolution you should have - better conduct

Jan 15, 2020

  • Private Wealth
Retirement Villages - A General Overview of Retirement Villages and the Retirement Villages Act 2003

Dec 19, 2019

  • Corporate Services
Government Introduces Conduct Legislation for Financial Sector

Dec 19, 2019

  • Corporate Services
FMA Gears up for First Quarter 2020 Managed Fund Survey

Dec 19, 2019

  • Private Wealth
The Benefits of a Funeral Trust

Nov 8, 2019

  • Charities
Have you ever thought about leaving a Gift for Charity?

Nov 8, 2019

  • Charities
Charitable Fraud is on the Rise

Nov 8, 2019

  • Private Wealth
a2 Milk - the Cream always Rises to the Top

Nov 8, 2019

  • Corporate Services
FMA Raps KiwiSaver Fees

Oct 23, 2019

  • Corporate Services
Practical Tips on getting it Right with Investor Disclosure

Oct 23, 2019

  • Corporate Services
IMF Report’s Implications Filter through into FMA’s Workload

Oct 23, 2019

  • Corporate Services
Woodford Funds Crisis Still Hogs Headlines

Oct 23, 2019

  • Private Wealth
Time to Update your Financial Goals?

Oct 19, 2019

  • Private Wealth
The Trusts Act 2019

Sep 17, 2019

  • Private Wealth
Trustees Travel Guide

Aug 20, 2019

  • Private Wealth
Term Deposits - How low can they go?

Aug 20, 2019

  • Private Wealth
September is Wills Month - Take Advantage of our 50% Discount Offer!

Aug 20, 2019

  • Private Wealth
What does the new Trusts Act 2019 mean for you?

Aug 20, 2019

  • Corporate Services
The LF Woodford Equity Income Fund Suspension - Part 2

Jul 11, 2019

  • Corporate Services
The Influence of Behavioural Science on Securities Market Regulators

Jul 11, 2019

  • Corporate Services
The LF Woodford Equity Income Fund Suspension - Part 1

Jul 11, 2019

  • Corporate Services
Changes Foreshadowed for Supervision of NBDTs

Jul 11, 2019

  • Private Wealth
When was the last time you Updated your Will?

Jun 6, 2019

  • Private Wealth
An Overview of the New Trust Bill

Jun 6, 2019

  • Corporate Services
The Role of a Licensed Supervisor - Corporate Trustee Services

Jun 6, 2019

  • Private Wealth
Put a Safeguard on your Future with Enduring Powers of Attorney

Jun 6, 2019

  • Corporate Services
What does a Supervisor do?

Mar 25, 2019

  • Corporate Services
IOSCO calls for Issuers to disclose ESG Matters

Mar 25, 2019

  • Corporate Services
When does a Supervisor Need to Report Legislative Breaches to a Regulator?

Mar 25, 2019