close
MENU
Hot Topic EARNINGS
How to guide
How to guide
Home
NBR Marketplace
The NBR List
NBR Video

Categories

General Business Investment Economics Te Ao Māori Politics Infrastructure Australia Tech & Innovation Finance Law Professional Services Primary Industries Retail Property Deals Aviation News Comings & Goings

Analysis

All Economy Matters Edwards on Politics Hunter’s Corner Last Word Margin Call On the Money Shoeshine Underarm NBR Focus

Featured

Podcasts Audio Articles Entrepreneurs Your Business Beehive Banter Morning Brew Toil & Trouble NZ Aviation News Back Issues Market Outlook Dollars & Sense Private Bin Opinion (Archive) NBR Radar (Archive) NBR Rich List (Archive)
Hot Topic EARNINGS
On the Money
5 mins to read
2

Financial advice, investor beliefs – focus on NZ, Australia

ANALYSIS: The second of a three-part series on whether active or passive advice is better.

Looking at how active and passive strategy options are presented to retail investors by financial advisers.

Brent Sheather Sun, 26 Jan 2025

Last week I began a three-part series looking at how active and passive strategy options are presented to retail investors by financial advisers. The series is based on a paper titled Financial Advice and Investor Beliefs, recently published by the National Bureau of Economic Research in the US.

Want to read more? It's easy.

Choose your best value subscription option

Student

Exclusive FREE offer for uni students studying at a New Zealand university (valued at $499).
View terms and conditions.
Individual
Group membership
NBR Marketplace

Yearly Premium Online Subscription

NZ$499.00 / yearly

NZ$399.00 / yearly

Offer ends March 31st

Smartphone Only Annual Subscription

NZ$299.00 / yearly

Monthly Premium Online Subscription

NZ$49.95 / monthly

Smartphone Only Subscription

NZ$29.95 / monthly

Premium Group Membership 10 Users

NZ$385+GST / monthly

$38.5 per user - Pay by monthly credit card debit

Premium Group Membership 20 Users

NZ$660+GST / monthly

$33 per user - Pay by monthly credit card debit

Premium Group Membership 50 Users

NZ$1375+GST / monthly

$27.5 per user - Pay by monthly credit card debit

Premium Group Membership 100 Users

NZ$2100+GST / monthly

$21 per user - Pay by monthly credit card debit

Yearly Premium Online Subscription + NBR Marketplace

NZ$499.00 / yearly

Already have an account? Login
Brent Sheather Sun, 26 Jan 2025
Contact the Writer: brent@cpam.co.nz
News tip? Question? Typo? Let us know: editor@nbr.co.nz
© All content copyright NBR. Do not reproduce in any form without permission, even if you have a paid subscription.
Tags
On the Money FMA passive funds active funds financial advisers etfs
Related News
On the Money
3

Financial advice, investor beliefs: active vs passive strategies
On the Money

‘Gamification of finance’ part of investors having fun

On the Money
2

Investors just wanna have fun
On the Money

Fairness in financial services: the role of regulation
On the Money
11

Understand fairness in financial services: ask a silly question
Related News
On the Money
3

Financial advice, investor beliefs: active vs passive strategies
On the Money

‘Gamification of finance’ part of investors having fun

On the Money
2

Investors just wanna have fun
On the Money

Fairness in financial services: the role of regulation
On the Money
11

Understand fairness in financial services: ask a silly question
Financial advice, investor beliefs – focus on NZ, Australia
On the Money,
107391
true
Subscribe Login