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Clear Filter
June 2015
29 Jun 2015
QROPS now trapped in KiwiSaver funds
29 Jun 2015
Bountiful pickings in fruit bowl for canny investors
27 Jun 2015
Churn debate: Sovereign has nothing to add
26 Jun 2015
People behind FAA review changing
25 Jun 2015
Churn debate: Underinsurance the issue, not commissions
25 Jun 2015
Churn debate: Australia moves to hybrid remuneration model
25 Jun 2015
Kepa starts on wealth management
25 Jun 2015
No screams and howls on IP, but some concerns
25 Jun 2015
Competitive pricing puts pressure on bank margins
25 Jun 2015
How to become a first-class adviser
25 Jun 2015
Don’t under estimate the IRD
24 Jun 2015
Banks net interest income falls - PwC
24 Jun 2015
Will rates increases add impetus to Auckland’s rising rents?
24 Jun 2015
Income Protection unsustainable and rule book rewritten
24 Jun 2015
SBS finally moves - and what a move
24 Jun 2015
FMA tipped to crack down on more managers
23 Jun 2015
KiwiSaver members urged to ponder asset allocation
23 Jun 2015
RAM investor must return fictitious profit
23 Jun 2015
New property tax rules move a step closer
23 Jun 2015
BNZ joins the sub-five group
23 Jun 2015
Littlewood retires as Co-Director of RPRC
23 Jun 2015
Act not serving consumers
23 Jun 2015
Milford status reviewed
23 Jun 2015
AIA reports profit growth
22 Jun 2015
Showtime: Big banks v smaller lenders
22 Jun 2015
"Adviser" sentenced for theft
22 Jun 2015
Milford action should boost confidence: NZSA
22 Jun 2015
Kiwis can't see need for insurance: Research
22 Jun 2015
Migration flow sets more records
22 Jun 2015
Auckland satellite city could address supply issues
20 Jun 2015
Yield Curve: Small lenders v Big banks
20 Jun 2015
FMT adds another Auckland BDM
19 Jun 2015
Super Fund mulls what to do about Milford
19 Jun 2015
Is the FMA looking in right places?
19 Jun 2015
More banks take rates below 5%
19 Jun 2015
Under par GDP leads to OCR cut calls
19 Jun 2015
FMA keeps eye on RFAs
19 Jun 2015
Outlook bright for award winner
18 Jun 2015
Milford loses a portfolio manager
18 Jun 2015
Former broker to face jury
18 Jun 2015
Should Ozzy banks should sell NZ assets?
18 Jun 2015
FMA: Settlement better than going to court
18 Jun 2015
Milford to pay $1.5 million
18 Jun 2015
Ethical approach a business opportunity
17 Jun 2015
Time running out to get tax credit
17 Jun 2015
FAA doesn't work: Everett
17 Jun 2015
Unlock land supply – Productivity Commission
17 Jun 2015
Asking prices for all Auckland property types now over $500,000
17 Jun 2015
What is roboadvice, anyway?
17 Jun 2015
Kiwibank removes and reduces many home loan fees
17 Jun 2015
Kiwibank quietly tidies up home loan fees
17 Jun 2015
Mint appoints chairman
17 Jun 2015
QROPS battle added complexity
17 Jun 2015
Are all views equal?
17 Jun 2015
Award winner puts theory into practice
16 Jun 2015
Westpac selling BT stake
16 Jun 2015
Lifestyle property market booming
16 Jun 2015
Stacey joins up with Foundry
16 Jun 2015
Mercer combines schemes
16 Jun 2015
Morningstar slims down its NZ presence
16 Jun 2015
Wasn't expecting this
15 Jun 2015
GFNZ returns to profit
15 Jun 2015
Is it time to take profits from shares?
15 Jun 2015
Apartment market warnings disputed
15 Jun 2015
Westpac takes out top award
15 Jun 2015
One bank still to cut rates
15 Jun 2015
Today's yield curve
15 Jun 2015
Warning: Don't ignore roboadvice
15 Jun 2015
Property manager guilty of misconduct
15 Jun 2015
Hobsonville development sped up to boost supply
12 Jun 2015
Time right for big banks to list NZ assets
12 Jun 2015
Partners collects another accolade
12 Jun 2015
Churn debate: Don't make it a war on commissions
12 Jun 2015
BNZ makes big cut
12 Jun 2015
ANZ DIMS application for bank only
12 Jun 2015
Advisers asked for input
11 Jun 2015
Auckland house prices up 20% in a year
11 Jun 2015
FMA changes its executive team
11 Jun 2015
OCR cut prompted by falling dairy prices
11 Jun 2015
OCR cut
11 Jun 2015
OCR cut; Floating rates follow
11 Jun 2015
IRD goes in to bat for QROPS status
11 Jun 2015
RBNZ cuts OCR
10 Jun 2015
Sovereign courts farming community
10 Jun 2015
FMA decision on Milford expected soon
10 Jun 2015
Famine to follow Auckland house price feast
10 Jun 2015
Housing a key economic issue for NZ - OECD
10 Jun 2015
Advisers losing out: Morningstar
09 Jun 2015
Digital deals done in 90 seconds
09 Jun 2015
BNZ's starts re-entry
09 Jun 2015
Auckland property values continue meteoric rise
09 Jun 2015
More financial advisers not necessarily best result: Goldsmith
09 Jun 2015
Budget change a headache for providers
09 Jun 2015
Landlords proactive on insulation, smoke alarms
08 Jun 2015
Sovereign offers free insurance on Facebook
08 Jun 2015
Pathfinder adds to investment committee
08 Jun 2015
RESIMAC says bring it on
08 Jun 2015
One economist calls for OCR cut this week; others say wait
08 Jun 2015
RESIMAC's new low variable rates
08 Jun 2015
Does financial services industry need four disputes schemes?
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Latest News
MBIE confirms investigation into FMA
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[The Wrap] What the heck is happening at the 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