Archive - 2018
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July 2018
09 Jul 2018 Loan Market reveals settlement numbers
09 Jul 2018 Did the Australian Royal Commission change everything? Or had everything changed already?
09 Jul 2018 Avoid the one bank trap
09 Jul 2018 Financial Advice NZ's next challenge: Everyone else
06 Jul 2018 Loan Market settles record amount
06 Jul 2018 New alliance to up property manager standards
06 Jul 2018 Auld takes advice role
06 Jul 2018 Fiducian: Outsource manager selection, improve service for clients
05 Jul 2018 ASB predicts “mild” OCR increase
05 Jul 2018 Unregistered insurance adviser avoids prison
05 Jul 2018 The latest on Kiwibuild
05 Jul 2018 New advice rules to consider trail commissions
05 Jul 2018 New chair for Financial Advice NZ certification body
04 Jul 2018 Kiwibuild eligibility criteria revealed
04 Jul 2018 Mortgage Express targets China with Auckland hire
04 Jul 2018 SuperCity market down but not out
04 Jul 2018 TSB appoints new chief executive
04 Jul 2018 Tax working group agrees property fairly taxed
04 Jul 2018 Winter chill settles on market
04 Jul 2018 Winter chill settles on market
04 Jul 2018 Sector exclusions lazy CIO says
03 Jul 2018 Cigna rebrands to target the young
03 Jul 2018 Call for even greater commission disclosure; New role for Bailey
03 Jul 2018 New PIGS, the CANNS or SNACZ?
03 Jul 2018 Auckland listings plummet
02 Jul 2018 AIA completes Sovereign deal
02 Jul 2018 Disclose “incentives” and “perks”: Southern Cross CEO
02 Jul 2018 Scot Bailey moves to new role at Westpac
02 Jul 2018 Is vaping a new risk for landlords?
02 Jul 2018 More rate cuts; Are Special rates misleading?
02 Jul 2018 The employer’s conundrum
02 Jul 2018 Needs analysis and your advice process
02 Jul 2018 [GRTV] Meet Financial Advice NZ CEO Katrina Shanks
02 Jul 2018 Fine balance for new code
02 Jul 2018 Law changes offer greater KiwiSaver flexibility
02 Jul 2018 Commission disclosure no big deal for good advisers
June 2018
29 Jun 2018 Milford appoints distribution head
29 Jun 2018 Auckland consents reach 15 year high
29 Jun 2018 Interest rates not likely to move for a long time
29 Jun 2018 Westpac makes major commission changes
29 Jun 2018 AML break for RFAs
28 Jun 2018 Mercer gets RI tick
28 Jun 2018 Cigna cuts ties with LifeDirect
28 Jun 2018 OCR words open door for cut
28 Jun 2018 Fewer direct retail investors in NZX
28 Jun 2018 Today's OCR statement
28 Jun 2018 RBNZ leaves OCR alone; Here's why
28 Jun 2018 Mortgage lending hits two year high
28 Jun 2018 FMA: Gloves are off on AML
27 Jun 2018 Nikko appoints portfolio manager
27 Jun 2018 Hobson Wealth starts buying and selling
27 Jun 2018 Short term rental industry thriving
27 Jun 2018 Co-Op Bank moves
27 Jun 2018 FSCL warns: Roboadvice creates non-disclosure risk
27 Jun 2018 AML laws 'waste of time, money'
26 Jun 2018 [Obituary] Cary Veenhof: The BDM’s BDM
26 Jun 2018 Trustees Executors adds a new director and still searches for a chairman
26 Jun 2018 BNZ cuts; Bank staff still pressured to sell products
26 Jun 2018 Bank targets 'put customer interests at risk'
25 Jun 2018 Co-op shares $2.1m with customers
25 Jun 2018 Adviser limits fees
25 Jun 2018 Going digital for adviser businesses
25 Jun 2018 Energy city powering on
25 Jun 2018 OCR Preview: The latest outlook for interest rates
25 Jun 2018 New portfolio compliance tool comes to market
25 Jun 2018 OCR to stay on hold
25 Jun 2018 The Right Benchmark is the Bedrock of Strong Active Management
22 Jun 2018 Banks get visit from regulators
22 Jun 2018 Westpac does some matching cuts
22 Jun 2018 Four year high in migrant departures
22 Jun 2018 Foreign buyer ban hangover pending
22 Jun 2018 Former Lifetime boss acquires advice firm of the same name
22 Jun 2018 Advisers set clients on right investment path
22 Jun 2018 Construction slump slows GDP
21 Jun 2018 UDC posts profit
21 Jun 2018 Kiwis back shared equity schemes
21 Jun 2018 Interest Rate Cycles: Endings and Beginnings
21 Jun 2018 AMP appoints new chairman
21 Jun 2018 ANZ matches leader
21 Jun 2018 What makes an adviser independent, anyway?
20 Jun 2018 The correct facts about tax and rental properties
20 Jun 2018 The correct facts about tax and rental properties
20 Jun 2018 Correct facts on tax & rental properties - NZPIF
20 Jun 2018 What New Zealanders want from KiwiSaver may surprise you
20 Jun 2018 Queenstown tops NZ rent ranks
20 Jun 2018 Rating agency reviews OnePath Life
20 Jun 2018 Salt appoints chief operating officer.
19 Jun 2018 NZ Super appoints new CEO
19 Jun 2018 Tax changes would slash house prices
19 Jun 2018 Tax changes would slash house prices
19 Jun 2018 Fees 'still too high'
19 Jun 2018 Boyle moves back to private sphere
18 Jun 2018 Lender cuts rates; Guilty verdict over $54mill mortgage fraud
18 Jun 2018 P2P lender cuts rates
18 Jun 2018 Demand cools in Auckland
18 Jun 2018 To have and to hold
18 Jun 2018 It's time for RFAs to make some noise
18 Jun 2018 National: Reserve Bank role needs scrutiny
18 Jun 2018 'Drop mandatory insurer strength ratings'
18 Jun 2018 Associations' last days
Latest News
MBIE confirms investigation into FMA
MBIE confirms investigation into FMA
1 min read
KiwiSaver funds shake off Middle East tension
KiwiSaver funds shake off Middle East tension
2 min read
Staffing cuts helped Fisher Funds lift annual net profit 21.7%
Staffing cuts helped Fisher Funds lift annual net profit 21.7%
3 min read
[The Wrap] What the heck is happening at the FMA?
[The Wrap] What the heck is happening at the FMA?
3 min read
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