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Clear Filter
July 2018
17 Jul 2018
Ross liquidators: No end in sight
17 Jul 2018
Capital Group signs NZ deal
16 Jul 2018
How automated is your business?
16 Jul 2018
It makes sense to rent
16 Jul 2018
Regulation 'should not drive business structure'
13 Jul 2018
ANZ appoints two Business Development Managers
13 Jul 2018
Govt steps up building programme
13 Jul 2018
Crazy rental plans proposed
13 Jul 2018
Hobson Wealth Partners fills ranks
13 Jul 2018
Consumer feedback 'good reminder'
13 Jul 2018
Flawed rental policy not the answer
12 Jul 2018
Top chair finally filled at Trustees Executors
12 Jul 2018
Rental “fix” plan not realistic
12 Jul 2018
Financial advisers can help boost confidence: FMA
12 Jul 2018
An update on meth standards
12 Jul 2018
Tribunal sticks to existing meth standard
12 Jul 2018
Effective disclosure requires better financial literacy
11 Jul 2018
Real estate agent admits Izone Park fraud
11 Jul 2018
Housing infrastructure loans announced
11 Jul 2018
New chief investment officer for ANZ Investments
11 Jul 2018
The one-bank trap for investors
11 Jul 2018
Proposed commission model 'cross-subsidisation'
11 Jul 2018
Time for 'green' classification system
10 Jul 2018
TSB heroes 18-month rate
10 Jul 2018
Chill Out, it’s Just a Stress Test
10 Jul 2018
[GRTV] Index funds 'saving millions in fees'
10 Jul 2018
[GRTV] The case for index funds
09 Jul 2018
[GRTV] The case for index funds
09 Jul 2018
Potential payday for purchasers of Tower book
09 Jul 2018
Another DIMS licence granted
09 Jul 2018
[GRTV] Meet Financial Advice NZ CEO Katrina Shanks
09 Jul 2018
TSB reveals new CEO
09 Jul 2018
Inner Auckland rising star
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
Fiducian: Outsource manager selection, improve service for clients
06 Jul 2018
Auld takes advice role
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 chair for Financial Advice NZ certification body
05 Jul 2018
New advice rules to consider trail commissions
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
Sector exclusions lazy CIO says
04 Jul 2018
Winter chill settles on market
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
Commission disclosure no big deal for good advisers
02 Jul 2018
Law changes offer greater KiwiSaver flexibility
02 Jul 2018
Fine balance for new code
02 Jul 2018
[GRTV] Meet Financial Advice NZ CEO Katrina Shanks
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
AML laws 'waste of time, money'
27 Jun 2018
FSCL warns: Roboadvice creates non-disclosure risk
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
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Latest News
MBIE confirms investigation into FMA
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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