Archive - 2024
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March 2024
14 Mar 2024 Former mortgage adviser sentenced for financial fraud
14 Mar 2024 Former mortgage adviser sentenced for fraud
14 Mar 2024 A better investment market
14 Mar 2024 [OPINION] Recessionary times
13 Mar 2024 NZ sharemarket not inspired by Briscoe's strong result
13 Mar 2024 Banks want tweaks, not repeal
13 Mar 2024 The FMA turning up doesn't mean it wants to shut down an adviser
13 Mar 2024 Banks want tweaks, not repeal, to CCCFA and CoFi
12 Mar 2024 NZ sharemarket slides 0.37%
12 Mar 2024 Celebrating Excellence in Ethical and Impact Investing: Mindful Money announces broader entry criteria for the annual Awards and a new category
12 Mar 2024 The turning tide; Long-term development funding options needed
12 Mar 2024 Long-term development funding options needed
11 Mar 2024 US inflation fears put dampener on NZ sharemarket
11 Mar 2024 The turning tide
11 Mar 2024 More rate cuts; Changes at Link Group
11 Mar 2024 Advice Link gets new head
11 Mar 2024 Kernel launches NZ-first target maturity bond funds
11 Mar 2024 Total Wealth's NZXWT onboarding story
08 Mar 2024 NZ sharemarket ends week up 1.5%
08 Mar 2024 Mint spearheads letter to the Government addressing Modern Slavery Legislation
08 Mar 2024 NEW: The first TMM Podcast
08 Mar 2024 Those with licences unlikely to have to undergo another licencing process: FMA
07 Mar 2024 NZ sharemarket has third consecutive rise this week
07 Mar 2024 Our Goal: To Help You
07 Mar 2024 Insurance advisers must know their products
07 Mar 2024 FANZ lays down a challenge; Tik Toking mortgage adviser awarded for his work
07 Mar 2024 Interest rate expectations: It’s not over yet
07 Mar 2024 Mortgage adviser takes out financial literacy award
07 Mar 2024 Chubb appoints David Morrow as Country President for New Zealand
07 Mar 2024 ANZ's Zollner: be careful what you wish for on house prices
07 Mar 2024 Fidelity Life opens door to new advisers
07 Mar 2024 [GRTV] Free model portfolios aim to improve the industry
06 Mar 2024 NZ sharemarket turnaround as Mercury Energy hits all-time high
06 Mar 2024 Unsold houses flood the market; BNZ reduced its six months to two years rates
06 Mar 2024 FANZ aims to be the voice and champion of financial advisers
06 Mar 2024 Interest rates drop, unsold houses flood the market
06 Mar 2024 Claims a valuable learning tool
06 Mar 2024 Kiwis, depending on their age group, generally want compulsory KiwiSaver
05 Mar 2024 Rebound in property stocks helps lift NZ sharemarket
05 Mar 2024 Commerce minister plans extensive financial services laws overhaul
05 Mar 2024 Mortgage arrears rising but still low; Mortgage lending grows but still soft
05 Mar 2024 Mortgage arrears rising but still low
04 Mar 2024 NZ sharemarket down after wobbly trading day
04 Mar 2024 Mortgage lending grows but still soft
04 Mar 2024 Rates are starting to move - down; Checking in on Pepper
02 Mar 2024 Analysing AI’s Impact on Financial Advice, Part 1
02 Mar 2024 Pepper says HSBC acquisition integrated without need of more staff
01 Mar 2024 NZ sharemarket has quieter day after yesterday's swings
01 Mar 2024 Three from Kiwi Wealth move to SBS Wealth
01 Mar 2024 Westpac loaded up on home loans in the Dec Qtr after a quiet period
01 Mar 2024 Find out who is new to the industry
01 Mar 2024 Bizcap appoints NZ general manager
01 Mar 2024 If you dive into the weeds, then expect to drown in the swamp, eventually
01 Mar 2024 [GRTV] New report looks at ways to improve access to financial advice + VIDEO
01 Mar 2024 New BDM for Avanti Finance
February 2024
29 Feb 2024 NZ sharemarket 'lacklustre' as earning seasons closes out
29 Feb 2024 Rising bank funding costs to put upward pressure on mortgage rates
29 Feb 2024 Shareholders asked to approve FirstCape deal
29 Feb 2024 Ryall steps down as nib chairman
29 Feb 2024 [GRTV] How well do NZ equities funds perform?
29 Feb 2024 Rising bank funding costs to put upward pressure on mortgage rates: RBNZ
29 Feb 2024 KiwiSaver portability settings blocking investors from private asset benefits
28 Feb 2024 RBNZ rate call gives NZ stocks a boost
28 Feb 2024 RBNZ holds OCR at 5.5%; no cuts until mid-2025
28 Feb 2024 OCR 5.50% - Monetary Policy remains restrictive
28 Feb 2024 BREAKING: OCR 5.50% - Monetary Policy remains restrictive
28 Feb 2024 Only 54% of active NZ equities managers beat the benchmark index in 2023
28 Feb 2024 Insurance an increasing concern for mortgage advisers
27 Feb 2024 NZ stocks ease while speculation swirls around Fletcher Building
27 Feb 2024 Takeover offer made for Prospa
27 Feb 2024 Christchurch adviser cracks $1 billion mark; ASB cuts key rate
27 Feb 2024 Reaching towering levels of sales
27 Feb 2024 nib NZ first-half net profit impacted by inflation
26 Feb 2024 NZ sharemarket flat as earning season rolls on
26 Feb 2024 Guardians gets new chair
26 Feb 2024 [OCR forecasts] RBNZ piloting a plane without knowing how hot the engine is running
26 Feb 2024 RBNZ piloting a plane without knowing how hot the engine is running
26 Feb 2024 MSCI Appoints Head of Australia and New Zealand
24 Feb 2024 Perpetual Guardian finally gets part of Trustees
23 Feb 2024 Market ends on a slight upnote after week of poor results
23 Feb 2024 Fisher hook Kingfish again
23 Feb 2024 SmartShares FUM up 33%
23 Feb 2024 Much higher OCR not impossible - ANZ
22 Feb 2024 NZ sharemarket rises, aided by speculation of Fletcher sale
22 Feb 2024 Kiwibank smashes out the home loans
22 Feb 2024 Kiwibank accounted for 25% of all bank mortgage lending in Dec half year
22 Feb 2024 The bulls are back
21 Feb 2024 NZ sharemarket turns positive after days of decline
21 Feb 2024 [OPINION] Four Steps to Preserve your Family’s Wealth and Legacy
21 Feb 2024 Sales dive to new depths – lending at low DTIs
21 Feb 2024 Complaint resolution course grows
21 Feb 2024 New hand on the distribution helm at Chubb
20 Feb 2024 Investors hard on soft earnings as NZ sharemarket continues to slide
20 Feb 2024 AMP's NZ arm lifts profit despite
19 Feb 2024 Sharemarket drama as reporting season resumes
19 Feb 2024 nib NZ puts commission, adviser changes on hold while it deals with IT glitches
17 Feb 2024 Recent studies show that passive investing now outweighs active investing
16 Feb 2024 NZ sharemarket bounces back after Fletcher Building recovery
16 Feb 2024 ASB has only 370 distressed home loan customers
16 Feb 2024 NZ Super a taonga we can afford as is - retirement commissioner
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