Archive - 2002
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March 2002
01 Mar 2002 More tinkering around the edges
01 Mar 2002 Letter to Commerce Minister
01 Mar 2002 Securities Commission recommendations for advisers
01 Mar 2002 BNZ's double combo
February 2002
28 Feb 2002 Cullen fudges over super fund
28 Feb 2002 Major tax changes looming
27 Feb 2002 Succession planning: Selling to managers
27 Feb 2002 Mortgages up $422 million in January
27 Feb 2002 Markets hurt AMP's profit
27 Feb 2002 Manager changes get tick
26 Feb 2002 HFA opposes rating health insurers
26 Feb 2002 Tax treatment of super a disgrace
26 Feb 2002 Women in Super
26 Feb 2002 Housing consents rise but trend may have slowed
26 Feb 2002 Commission proposes significant changes
25 Feb 2002 Walker joins AMP
25 Feb 2002 Adviserlink Introduction to Financial Planning
25 Feb 2002 Absolute return allows greater flexibility
25 Feb 2002 News Round Up
22 Feb 2002 Govt to adopt key McLeod review idea
22 Feb 2002 Cullen to level tax playing field
22 Feb 2002 Govt to adopt key McLeod review idea
22 Feb 2002 S&P lowers SX's credit rating
22 Feb 2002 Lombard exits contributory mortgage business
22 Feb 2002 Estate agent to hook into mortgages
22 Feb 2002 Business opposes 65 at 65
21 Feb 2002 New opportunities under act
20 Feb 2002 AJ drops Fiduciary as sole manager
20 Feb 2002 SX must raise premiums
20 Feb 2002 Software package annoys advisers
20 Feb 2002 Two different types of hedge funds
20 Feb 2002 Changes at FundSource
19 Feb 2002 Housing market robust in January
19 Feb 2002 Walker sues AMP for $1m
19 Feb 2002 Poor markets end investors' holiday
18 Feb 2002 News Round Up
18 Feb 2002 FundSource Introduction to Financial Planning
18 Feb 2002 Kiwibank won't use mortgage brokers for now
18 Feb 2002 Tower launches new health contracts
18 Feb 2002 Growth assets strongly favoured
15 Feb 2002 Colonial buys NZ trust
14 Feb 2002 Liberty to launch in NZ after raising $A1 billion
14 Feb 2002 New head of brokers and alliances at AXA
14 Feb 2002 Armstrong Jones - Roadshow
14 Feb 2002 Improving terminal illness cover
14 Feb 2002 Managers careful not to be Enron'd
14 Feb 2002 Absolute return allows greater flexibility
13 Feb 2002 Mortgage rates likely to rise
13 Feb 2002 Armstrong Jones - Roadshow
13 Feb 2002 Mother of all stimulations excites panel
12 Feb 2002 Nats say cull the campaign
11 Feb 2002 FPIA Convention should go with a bang
11 Feb 2002 Valuing property under the new act
11 Feb 2002 Armstrong Jones - Roadshow
11 Feb 2002 Adviserlink Introduction to Financial Planning
11 Feb 2002 New executives for Perpetual Trust
11 Feb 2002 Broadbase Egmont grows
10 Feb 2002 National's U-turn a retrograde step
10 Feb 2002 News Round Up
08 Feb 2002 How to retire young and rich
08 Feb 2002 AMP welcomes commitment to encourage savings
08 Feb 2002 National's policy fine for big earners: Cullen
08 Feb 2002 Act welcomes National's announcement
08 Feb 2002 National to offer tax incentives for long-term savers
08 Feb 2002 ASB takes selective approach to Kiwibank
07 Feb 2002 Flows into OEICs slow
07 Feb 2002 Farrell quits Commission
07 Feb 2002 No rush to match Kiwibank expected
07 Feb 2002 Winter at Morningstar
07 Feb 2002 Flexibility and proven performance the key
07 Feb 2002 Charles J. Swindells - U.S. Ambassador to New Zealand
07 Feb 2002 RSA sizes up the health market
07 Feb 2002 Succession Planning: Networks
07 Feb 2002 RSA sizes up health market
06 Feb 2002 Tucker lays out 2002's hurdles
05 Feb 2002 A strange quarter
05 Feb 2002 One out of three
04 Feb 2002 Who gets what under the new laws
04 Feb 2002 Direct Home Loans sold to PTO
04 Feb 2002 Public Trust appoints manager
03 Feb 2002 News Round Up
01 Feb 2002 Mortgage borrowing rises
01 Feb 2002 Waltus still trying to refinance KPMG
01 Feb 2002 The will as an effective estate planning tool…but not your will
January 2002
31 Jan 2002 Private equity becomes more popular
31 Jan 2002 Letter: Super ball hoofed downfield
31 Jan 2002 Grosvenor nabs BNZ man
30 Jan 2002 SX boss Bowie resigns
30 Jan 2002 Commission outlines role of an adviser
30 Jan 2002 Opinion: Lenders’ profitability a factor
30 Jan 2002 Judges divided on SX decision
29 Jan 2002 Housing consents slowdown
29 Jan 2002 New strategist at BNZ
29 Jan 2002 Get focussed on the year ahead
28 Jan 2002 Economy: NZ economy likely to struggle
28 Jan 2002 Intl shares: Spectacular growth unlikely this year
28 Jan 2002 NZ shares: Upside Down Under?
28 Jan 2002 Bonds: Another Solid Return Expected
28 Jan 2002 Super: Political parties yet to show their superannuation hand
28 Jan 2002 Financial Planning: Competition about to go hyper
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Latest Comments
Fidelity Life offers premium relief to customers affected by flooding
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…
1 month ago AlBean
Fidelity Life offers premium relief to customers affected by flooding
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.
1 month ago Pragmatic
Can the NZ economy grow while house prices stagnate?
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.
1 month ago Amused
Fidelity Life offers premium relief to customers affected by flooding
you will never give or receive a warm handshake from AI when you are seeing a client for a terminal illness claim, and you both know you will never see each other again. AI can not look a widow in the eye and tell her it will take care of things, and it will be OK.
1 month ago Aggressively_passive
Fidelity Life offers premium relief to customers affected by flooding
A high level of my appointments are now being made with an AI agent. “Sarah” responds to inquiries by phone, converses with prospective clients then books them into my calendar. Yesterday a prospect asked Sarah whether she was an AI robot. Sarah responded with a yes and continued to tell him a joke, which he had requested. That interaction was enough for this engineer to proceed with a booked appointment with me. Only time before this old dog is replaced I guess.
1 month ago John Milner