Archive - 2019
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May 2019
29 May 2019 Asset allocation: Modern Portfolio Theory v Behavioural Finance
29 May 2019 LVR restrictions to remain at current level: RBNZ
29 May 2019 Riding out the cycle
29 May 2019 EDRs want advisers to spread word
29 May 2019 Givealittle no competition for insurance
28 May 2019 Heavy trading on NZX today
28 May 2019 No need to worry about interest rates; BNZ in the gun
28 May 2019 A place in the sun
28 May 2019 Golden rates age set to last
28 May 2019 NZers admit they should be saving more
28 May 2019 Advisers: Aegis needs money
27 May 2019 F&P Healthcare falls after record $1 bill revenue
27 May 2019 Commerce Commission investigates BNZ
27 May 2019 Gloomy expectations around Super City
27 May 2019 Kiwibank one year special down to 3.85%
25 May 2019 Applying for a tenancy like applying for a job
24 May 2019 [The Wrap] What future financial advice firms could look like
24 May 2019 Companies punished when earnings expectations missed
24 May 2019 Resimac adds an underwriter
24 May 2019 Investor activity subdued in April
24 May 2019 No extensions for insulation compliance
24 May 2019 Westpac says RBNZ capital proposals would add $6,000 a year to an Auckland mortgage
24 May 2019 Westpac says RBNZ capital proposals would add $6,000 a year to an Auckland mortgage
24 May 2019 Dunedin adviser's offices searched by SFO
24 May 2019 SFO raids office of Dunedin adviser
24 May 2019 [GRTV] We have to prove we are not the bad guys: Ballantyne
24 May 2019 AIA appoints ambassadors for its new product
24 May 2019 Adviser group rebrands and plans to be a FAP
24 May 2019 SFO raids office of Dunedin AFA
24 May 2019 ANZ cans advice service - what next for NZ?
23 May 2019 Fletcher Building continues its good run
23 May 2019 Small banks say new proposals unfair
23 May 2019 Credit check ban unreasonable
23 May 2019 Small banks fire warning on capital requirements
23 May 2019 [GRTV] We have to prove we are not the bad guys: Ballantyne
23 May 2019 COMMENT: Why the new standards are not the answer
23 May 2019 Salt makes two key appointments
23 May 2019 [GRTV] Good conduct and culture drives out the snake oil
23 May 2019 FundSource finally sold - Sort of
22 May 2019 NZ shares edge up; Infratil gains after placement
22 May 2019 LVR restrictions stabilise property market: RBNZ
22 May 2019 [GRTV] Good conduct and culture drives out the snake oil
22 May 2019 What landlords can't ask tenants
22 May 2019 Pepper makes NZ BDM hire
22 May 2019 Advisers put in hours of unpaid work
22 May 2019 Aegis on the block - potentially
22 May 2019 Calastone makes switch to blockchain
21 May 2019 NZ shares fall; ComCom's early fibre views knock Chorus
21 May 2019 Pepper makes NZ BDM hire
21 May 2019 Warning: insulation deadline looming
21 May 2019 Prospa adds to team
21 May 2019 Prospa's rapid growth
21 May 2019 PE of 1
21 May 2019 Leave good client outcomes to advisers: Whyte
21 May 2019 [GRTV] Code gets eight out of 10 from long-time critic
20 May 2019 Banks shares rise on back of Australian election results
20 May 2019 [GRTV] Code gets eight out of 10 from long-time critic
20 May 2019 Wellington City price glow spreads
20 May 2019 Non-bank Pepper teams up with Astute
20 May 2019 Australian election a win for advisers
20 May 2019 Consilium Wrap on track for $4b
20 May 2019 Degree work continues despite Code opting for Level Five
19 May 2019 Fidelity Life team up for award
17 May 2019 Quiet trading on NZX ahead of upcoming earnings; Market finishes higher
17 May 2019 Don’t count on a market upturn
17 May 2019 Reserve Bank forces ANZ to increase risk capital by 60%
17 May 2019 Standards set to cost
17 May 2019 Mortgage Link inks deal with international group
17 May 2019 Insurer, client disagree over what makes an 'earner'
17 May 2019 [GRTV] No back-down from Level Five, Dale-Jones says
16 May 2019 Mortgage Link ties up with real estate firm
16 May 2019 Support for Christchurch call
16 May 2019 NZ shares extend gain in increasingly volatile market; Chorus gains
16 May 2019 Prospa plans IPO
16 May 2019 FMT cuts rates on commercial lending
16 May 2019 [GRTV] No back-down from Level Five, Dale-Jones says
16 May 2019 More bright spots emerge
16 May 2019 FADC hands down its punishment in non-disclosure case
16 May 2019 AIA appoints Vitality coach
15 May 2019 FSC and Workplace Savings NZ merge
15 May 2019 Dunedin insurance broker ordered to pay Asteron $371K
15 May 2019 NZ shares outperform global rally as low rates bolster local outlook
15 May 2019 FMT in $50 million commercial offer
15 May 2019 Bluestone replaces BDM
15 May 2019 Resimac's Jackson on commissions; Bluestone appoints new BDM
15 May 2019 Rental property confidence dims
15 May 2019 Code creates opportunities for quality mark
14 May 2019 NZ shares fall as Infratil flags equity raising for Vodafone deal
14 May 2019 Caution urged on financial safeguards
14 May 2019 Consilium apppoints new Auckland BDM
14 May 2019 Latest house sales data not flash; Westpac reckons market will rebound
14 May 2019 NZ sales on downbound train
14 May 2019 Advisers' need for research a benefit, not a hindrance: Douglas
13 May 2019 Trustpower hits record on special dividend; Tip Top sold
13 May 2019 It’s the law: Healthy Homes standards
13 May 2019 Nikko expands team
13 May 2019 FMA dishes out AML warnings
13 May 2019 Odd priorities – and how some are resolved
13 May 2019 NZFSG gets its on loan product; Adrian Orr explains OCR cut decision
13 May 2019 NZFSG rolls out its own mortgage product
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