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Clear Filter
August 2017
04 Aug 2017
Getting to Know: Sue Brown
04 Aug 2017
Insurers worry about change: Report
04 Aug 2017
Awards to industry's finest
03 Aug 2017
PAA talks through concerns with ASB
03 Aug 2017
Kiwi Wealth mints responsible KiwiSaver solution
03 Aug 2017
New boss for Morningstar
03 Aug 2017
Financial Advice NZ set for take-off
03 Aug 2017
Milestone day for financial advice in New Zealand
03 Aug 2017
Milestone day for financial advice in New Zealand
03 Aug 2017
Return to traditional market – B&T
03 Aug 2017
TSB Trust to take over Fisher Funds
03 Aug 2017
The start of a new era in financial planning
03 Aug 2017
Thursday news in brief
03 Aug 2017
Trust laws get shake-up, and advice carve-out
02 Aug 2017
Growth funds shine again: Morningstar
02 Aug 2017
Insulation, heating improvement needed
02 Aug 2017
Mint gets A+ rating
02 Aug 2017
Co-Op bank goes long while others short
02 Aug 2017
Big city values plateau
02 Aug 2017
Advisers risk missing out on responsible investing surge
02 Aug 2017
Performance fees boost managers' earnings
01 Aug 2017
Partners Life profit flat on back of continued growth
01 Aug 2017
SBS eyes partnership with mortgage advisers
01 Aug 2017
Finally, mortgage rate moves
01 Aug 2017
Fewer houses coming on to market
01 Aug 2017
Many advisers 'won't pass licensing hurdle'
July 2017
31 Jul 2017
Auckland consents falling short
31 Jul 2017
Best investment returns from rental properties
31 Jul 2017
Global Equities: Why it's time to rethink
31 Jul 2017
Warminger, FMA withdraw appeals
31 Jul 2017
International equities: Approach with caution
31 Jul 2017
Make sure clients are correctly invested
31 Jul 2017
Demand high in Whangarei
31 Jul 2017
Robo exemption a win for big providers
28 Jul 2017
How to stay safe
28 Jul 2017
Getting to Know: Richard Klipin
28 Jul 2017
Associations give nod to Financial Advice NZ
27 Jul 2017
EDRs: Here's how to protect yourself from churn claims
27 Jul 2017
Minimum standards for insulation and heating a step closer
27 Jul 2017
Advisers should be whistle-blowers
27 Jul 2017
Thursday news in brief
26 Jul 2017
Booster buys into wine
26 Jul 2017
Bumpy lending ride continues
26 Jul 2017
Adviser complaints up 70pc
26 Jul 2017
New data shows property investor lending way down
26 Jul 2017
Healthy homes debate fires up
25 Jul 2017
More than insurance advice
25 Jul 2017
Rents a mixed bag across New Zealand
25 Jul 2017
Bigger questions to ask of retirement policy: Report
24 Jul 2017
Fisher joins Rich List
24 Jul 2017
BAA adds identity verification feature
24 Jul 2017
Warehouse offloads Money
24 Jul 2017
Slater to return to dispute resolutions
24 Jul 2017
Financial Advice NZ funding a work in progress
24 Jul 2017
6 ways to add commercial value
21 Jul 2017
New record heats up migration debate
21 Jul 2017
Kiwi company attracts $200 million global investment
21 Jul 2017
FMA finds room for improvement
21 Jul 2017
Robo exemption would clarify murkiness: FSF
20 Jul 2017
56% of Akld house costs due to land regulation
20 Jul 2017
Partners restarts shadow share scheme
20 Jul 2017
FMA overstepping bounds: Weatherston
20 Jul 2017
Peters wants spotlight on banks
20 Jul 2017
Thursday news in brief
20 Jul 2017
Decline in affordability round NZ
19 Jul 2017
Luck might run out for passive managers
19 Jul 2017
Performance fees still need work: Morningstar
19 Jul 2017
The rising cost of financial advice
19 Jul 2017
Lack of adviser voice 'scary'
19 Jul 2017
Europe recovery creating opportunities for investors
19 Jul 2017
Review a resounding win for the 'big end of town'
19 Jul 2017
Why now is the time for active management
19 Jul 2017
Will bonds bail you out next time?
19 Jul 2017
New builds: what investors should know
18 Jul 2017
Preparing for future investing trends
18 Jul 2017
Request useful investor information, advisers told
17 Jul 2017
Money Week approaches
17 Jul 2017
Get real!
17 Jul 2017
More than 75% of advisers using ETFs
17 Jul 2017
24 properties & a 4-hour work week
14 Jul 2017
Housing: National vs Labour
14 Jul 2017
SBS eyes 'partnership' with mortgage advisers
14 Jul 2017
Ross liquidators want $21m
14 Jul 2017
Getting to Know: Michael Naylor
14 Jul 2017
GRTV: Code working group, active v passive and the rising cost of financial advice
14 Jul 2017
ANZ launches scheme to help retain KiwiSaver clients
13 Jul 2017
Adviser gets community work, fine
13 Jul 2017
National sales volumes plummet
13 Jul 2017
Lyndal Cruickshank Brunt joins Plus4 Insurance Group
13 Jul 2017
Can experts predict market turning points?
13 Jul 2017
Thursday news in brief
13 Jul 2017
$2b tilting programme 'good example' for advisers
13 Jul 2017
Downward trend spreads
12 Jul 2017
Decline in banking sector profits - KPMG
12 Jul 2017
Committee argues for level playing field for advisers
12 Jul 2017
Political support for longer term leases
11 Jul 2017
Handing out the Infrastructure Fund
11 Jul 2017
Harbour appoints new COO to replace Kaye
11 Jul 2017
Opportunities in childcare sector
11 Jul 2017
MBIE: Advisers will be consulted
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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