The latest changes at Fidelity Life

The latest changes at Fidelity Life

12 min read
Fidelity Life reshuffles top team as it eyes record year

Fidelity Life reshuffles top team as it eyes record year

2 min read

[GRTV] FMA provides North Star to financial advisers

10 min read
Latest News
Weekly Wrap
1 min read
Investments
Harbour rolls out new global multi-manager fund

Harbour rolls out new global multi-manager fund

2 min read
Why 12% Could Be the Most Important Number in KiwiSaver

Why 12% Could Be the Most Important Number in KiwiSaver

7 min read
SpaceX and the South Sea bubble - the historical parallels

SpaceX and the South Sea bubble - the historical parallels

4 min read
SpaceX - The IPO That Rewrote the Rulebook

SpaceX - The IPO That Rewrote the Rulebook

7 min read
The Friction Test: What the market gets wrong about AI disruption

The Friction Test: What the market gets wrong about AI disruption

2 min read
What moving to New Zealand taught me about KiwiSaver

What moving to New Zealand taught me about KiwiSaver

8 min read
Staying the Course: The Global Rebound in April (and well into May) is a Timely Reminder for Investors

Staying the Course: The Global Rebound in April (and well into May) is a Timely Reminder for Investors

9 min read
Macro Shocks and Micro Risks

Macro Shocks and Micro Risks

5 min read
People
Pie Funds pushes into adviser market

Pie Funds pushes into adviser market

2 min read
Milford Asset Management confirms three senior hires

Milford Asset Management confirms three senior hires

2 min read
Fisher Funds appoints new Chief Client Officer

Fisher Funds appoints new Chief Client Officer

1 min read
Special Report
Why speed and flexibility matter more than ever for SME lending
Special Report

Why speed and flexibility matter more than ever for SME lending

3 min read
The Friction Test: What the market gets wrong about AI disruption
Investments

The Friction Test: What the market gets wrong about AI disruption

2 min read
Making Investment Advice Easier for Clients to Understand
News

Making Investment Advice Easier for Clients to Understand

3 min read
KiwiSaver
Annual reviews ‘not serving clients’

Annual reviews ‘not serving clients’

3 min read
Give Total Rem the flick if KiwiSaver compulsory

Give Total Rem the flick if KiwiSaver compulsory

2 min read
National plays KiwiSaver card

National plays KiwiSaver card

3 min read
Adviser complains about KiwiSaver campaign

Adviser complains about KiwiSaver campaign

3 min read
New fund tool to compare KiwiSaver returns, connect advisers

New fund tool to compare KiwiSaver returns, connect advisers

3 min read
KiwiSaver balances lift but some members left behind

KiwiSaver balances lift but some members left behind

2 min read
Call for change in way New Zealanders shown their retirement savings future

Call for change in way New Zealanders shown their retirement savings future

4 min read
KiwiSaver value for money not set and forget

KiwiSaver value for money not set and forget

5 min read
Responsible Investing
Pathfinder cements its dominance in ethical awards
Responsible Investing

Pathfinder cements its dominance in ethical awards

3 min read
Pathfinder commits more funds to climate VC firm
Responsible Investing

Pathfinder commits more funds to climate VC firm

2 min read
Advisers skipped in new sustainability guidance
Responsible Investing

Advisers skipped in new sustainability guidance

4 min read
Mortgage News
Can the NZ economy grow while house prices stagnate?

Can the NZ economy grow while house prices stagnate?

3 min read
OCR increase labelled a reduction in monetary stimulus

OCR increase labelled a reduction in monetary stimulus

3 min read

RBNZ pulls the trigger

2 min read
Fifth drop in amount households spend on interest
3 min read
Economists’ tune changes to keeping the OCR on hold next week
7 min read
Single set of expectations from new CCCFA regulator
4 min read
Mortgage fraud and advisers’ commissions under the FMA microscope
6 min read
ANZ still expects three OCR rises this year
4 min read
Insurance
Fidelity Life reshuffles top team as it eyes record year

2 min read
Fidelity Life reshuffles top team as it eyes record year
Medical costs and premiums rising unsustainably – what can advisers do to help their clients?
Medical costs and premiums rising unsustainably – what can advisers do to help their clients?
3 min read
FMA focussed on fraud and commissions paid to advisers
FMA focussed on fraud and commissions paid to advisers
3 min read
Kat Church: Reviews aren’t compliance; they’re where the real value lies!
Kat Church: Reviews aren’t compliance; they’re where the real value lies!
4 min read
The Markets
NZ dollar nudges higher, NZX 50 dips as RBNZ hikes

NZ dollar nudges higher, NZX 50 dips as RBNZ hikes

4 min read
NZX 50 inches lower, avoids Asia’s stumble on Samsung earnings

NZX 50 inches lower, avoids Asia’s stumble on Samsung earnings

4 min read
Infratil powers NZX 50 to all-time high in quiet school holiday trading

Infratil powers NZX 50 to all-time high in quiet school holiday trading

4 min read
NZX 50 gains this week as Mainfreight, Scales navigate Middle East tensions

NZX 50 gains this week as Mainfreight, Scales navigate Middle East tensions

5 min read
NZX 50 dips as Korean chip selloff ripples across Asia

NZX 50 dips as Korean chip selloff ripples across Asia

3 min read
NZX 50 edges lower as power companies dip in soft Asia trading

NZX 50 edges lower as power companies dip in soft Asia trading

4 min read
Sharemarket has best quarter since Dec 24; And in positive territory halfway through this year

Sharemarket has best quarter since Dec 24; And in positive territory halfway through this year

4 min read
NZX 50 gains as US-Iran tensions subside, exporters rally

NZX 50 gains as US-Iran tensions subside, exporters rally

4 min read
Old Mortgage News
RBNZ announces OCR decision
Old Mortgage News

RBNZ announces OCR decision

2 min read
SBS eyes partnership with mortgage advisers
Old Mortgage News

SBS eyes partnership with mortgage advisers

4 min read
OCR held again - here's what RBNZ had to say
Old Mortgage News

OCR held again - here's what RBNZ had to say

2 min read
Events
Aug 11
Tuesday
FMA FAP Forum - North Shore
B:HIVE Building - Seminar Room, 74 Taharoto Road, Smales Farm, Auckland
DETAILS REGISTRATION
Aug 11
Tuesday
FMA FAP Forum - North Shore
B:HIVE Building - Seminar Room, 74 Taharoto Road, Smales Farm, Auckland
DETAILS REGISTRATION
Aug 12
Wednesday
FMA FAP Forum - Christchurch
Russley Golf Club - Terrace Room, 428 Memorial Ave, Christchurch
DETAILS REGISTRATION
News Bites
Summit to examine financial advice policy, regulation, and professional standards

Summit to examine financial advice policy, regulation, and professional standards

2 min read

Non-banks can call themselves banks

2 min read

Generate expands its private equity investments

2 min read

FMA to tackle Finfluencers

2 min read
Insurance Briefs
Fidelity Life offers premium relief to customers affected by flooding

Fidelity Life offers premium relief to customers affected by flooding

2 min read

Intelligent claims management platform arrives

2 min read

Spurs and Auckand FC to meet in Auckland

1 min read

Fidelity Life keeps its rating for another year.

1 min read
Most commented
Mortgage fraud and advisers’ commissions under the FMA microscope

The Financial Markets Authority (FMA) is going after advisers and FAPs who flout its rules and pose significant risks for borrowers.
6 min read
Mortgage fraud and advisers’ commissions under the FMA microscope
TMM - News
Summit to examine financial advice policy, regulation, and professional standards

Financial Advice New Zealand is launching an Advice Policy Summit in conjunction with the Financial Planning Standards Board Asia Pacific Forum.
2 min read
Summit to examine financial advice policy, regulation, and professional standards
News Bites
Last comments
AlBean 2 MIN AGO

Stay in touch with your Clients and Prospective Clients, not by email, not by text Pick up the phone and meet them for a coffee, or a wine…

Fidelity Life offers premium relief to customers affected by flooding READ
Pragmatic 2 MIN AGO

Longitude68 is right that AI is reshaping wealth advice fast - it's already widespread offshore, even if not yet here, and our industry will need to catch up quickly to deliver more deliberate, efficient client solutions. That said, most clients I encounter - largely Silent Generation and Boomers - will keep paying a relationship premium, within reason, to continue with a trusted advisor. Technology's real impact will be displacing advisers built around a single product or philosophy, which will be exposed as the commodities they are.

Fidelity Life offers premium relief to customers affected by flooding READ
Amused 2 MIN AGO

Between Silk & Conway they currently receive from the NZ taxpayer a salary package in excess of $1M annually. Given they and former Reserve Bank Governor Adrian Orr were collectively responsible for the decisions which saw NZ house prices spiral out of control it's baffles belief now that they still have jobs.

Can the NZ economy grow while house prices stagnate? READ
Mortgage fraud and advisers’ commissions under the FMA microscope
Mortgage fraud and advisers’ commissions under the FMA microscope
6 min read
Summit to examine financial advice policy, regulation, and professional standards
Summit to examine financial advice policy, regulation, and professional standards
2 min read
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Weekly wrap
Meet Our Investment Managers
Greg Smith
Greg Smith
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Paul Glass
Paul Glass

Paul Glass is the Executive Chairman at Devon Funds Management.

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