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Clear Filter
March 2015
31 Mar 2015
Gross' departure hits PIMCO
31 Mar 2015
Cortesi: Many want association merger
31 Mar 2015
Partners Life enhancements
31 Mar 2015
Decline in residential building consents
31 Mar 2015
Investors think Auckland property is overvalued
30 Mar 2015
New business model needed: FSC
30 Mar 2015
Westpac prepares to offer Airpoints with home loans
30 Mar 2015
Westpac cuts and prepares for takeoff
30 Mar 2015
ETFs tipped to help asset allocation
27 Mar 2015
Getting to know...Clayton Coplestone
27 Mar 2015
Property prices impact on S&P’s assessment of NZ banking sector
27 Mar 2015
Property prices impact on S&P’s assessment of NZ banking sector
27 Mar 2015
NZX launches options
26 Mar 2015
Website list removed
26 Mar 2015
Watch out for the newly promoted income protection client
26 Mar 2015
What is the value of CPD?
25 Mar 2015
Four and five year rate cuts
25 Mar 2015
FMA takes AML action
25 Mar 2015
Warning for landlords in huge Harcourts fine
24 Mar 2015
Nikko granted MIS licence
24 Mar 2015
No choice but to get a DIMs licence: Regan
23 Mar 2015
Level 5 course changes: Cost increases
23 Mar 2015
Trauma problematic, Fidelity boss says
23 Mar 2015
Westpac reduces specials
22 Mar 2015
Partners chief actuary retires
20 Mar 2015
Regional Review - West Auckland
20 Mar 2015
Getting to Know...Anthony Edmonds
20 Mar 2015
BNZ GlobalPlus loses airpoints
20 Mar 2015
Salt not maxed out
20 Mar 2015
Auckland’s landlord friendly market situation to continue
19 Mar 2015
BNZ's home loan airpoints scheme grounded
19 Mar 2015
AMP hands equities to Salt
19 Mar 2015
Good times for landlords
19 Mar 2015
Unfair terms rules kick in
19 Mar 2015
Small providers offered DIMS wing
19 Mar 2015
Bankruptcy case may prompt stocktake
19 Mar 2015
Rental market favours landlords
18 Mar 2015
Kepa appoints National Business Development manager
18 Mar 2015
RESIMAC reduces rates
18 Mar 2015
Sovereign: More support for advisers
18 Mar 2015
How small is a small DIMS business?
17 Mar 2015
FMA's Campbell moves on
17 Mar 2015
Responsible lending code revealed
17 Mar 2015
Crowded KiwiSaver market sparks concern
16 Mar 2015
Elevation Fund lowered
16 Mar 2015
Hassan welcomes new director
16 Mar 2015
Quiet start to week, in more ways than one
16 Mar 2015
AML duplication causes concern
13 Mar 2015
Classic end for BNZ
13 Mar 2015
Getting to know...Fred Dodds
13 Mar 2015
What to worry about
13 Mar 2015
Tell MBIE what you think of regulation
12 Mar 2015
Asteron maintains rating
12 Mar 2015
OCR unchanged – but housing market remains hot topic
12 Mar 2015
FMA issues AML warning
12 Mar 2015
What the Reserve Bank said
12 Mar 2015
And the Governor has spoken
12 Mar 2015
Smaller players need to stand out
12 Mar 2015
Programme fosters new advice talent
12 Mar 2015
Pension costs may not be unsustainable: Report
12 Mar 2015
Open letter from John Lenihan and Jane Greensmith
12 Mar 2015
Coromandel holiday home rentals could be “taxed”
11 Mar 2015
Trustees Executors gets new platform
11 Mar 2015
A change in the fixed interest soundtrack
11 Mar 2015
SBS takes stake in financial planning and KiwiSaver business
11 Mar 2015
Sovereign boss gets gong
11 Mar 2015
One little change today
11 Mar 2015
Clients place most value on meeting goals: IOOF
11 Mar 2015
Is increased housing density the answer to Auckland’s supply issue?
10 Mar 2015
Research houses agree on something - a winner
10 Mar 2015
Lowest rate on market aims to win borrowers’ hearts
10 Mar 2015
Complaint about 'ambush marketing'
10 Mar 2015
Claim lawyers, accountants getting unfair deal
10 Mar 2015
New low set by a bank
09 Mar 2015
No surprises expected in OCR this week, but plenty to look for
09 Mar 2015
Bank lending up, but profits down
09 Mar 2015
FMA outlines supervision approach
09 Mar 2015
Clients complain about adviser fees
08 Mar 2015
KiwiSaver gender gap widens
06 Mar 2015
AML warning
06 Mar 2015
BNZ moves three-year rate
06 Mar 2015
Advisers in dark about AML
06 Mar 2015
Call to reveal industry statistics
05 Mar 2015
Reserve Bank targets investors
05 Mar 2015
Reserve Bank comes up with new definition for property investors
05 Mar 2015
There is such a thing as a good performance fee
05 Mar 2015
One bank's having an identity crisis
05 Mar 2015
Industry leader calls for one class of adviser
05 Mar 2015
RBNZ targets investors
05 Mar 2015
Supply pressures drive building boom
04 Mar 2015
More Kiwis have income protection
04 Mar 2015
AMP hands out awards
04 Mar 2015
The ECB’s Gamble
04 Mar 2015
The truth about house prices
04 Mar 2015
Review terms get cautious welcome
04 Mar 2015
Good response to changes: AIA
04 Mar 2015
Newpark hires training manager
04 Mar 2015
Listings ramp up: Barfoot
03 Mar 2015
Game on for financial advisers
03 Mar 2015
FAA review begins
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Latest News
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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