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Clear Filter
November 2017
27 Nov 2017
New minister gets into client first debate
27 Nov 2017
Digital threat to mortgage advisers
24 Nov 2017
Court of Appeal for price fixing charges
24 Nov 2017
Super City rents up, supply down
24 Nov 2017
[Obituary] Prominent insurance adviser remembered
24 Nov 2017
Staunch opposition to DTI proposal
24 Nov 2017
AML warning for broker firm
24 Nov 2017
New people at the People Group
24 Nov 2017
Westpac takes the cap off; Kiwibank cuts
24 Nov 2017
NZX pushing on with scale in its ETFs
24 Nov 2017
Bank credit rationing a myth: Healy
23 Nov 2017
Large mortgage and insurance adviser group changes hands
23 Nov 2017
Ethics matter in fintech era: CFA
23 Nov 2017
Cullen to lead Tax Working Group
22 Nov 2017
Stop filling out forms for clients: IFSO
22 Nov 2017
PAA: Meeting failure could hold up Financial Advice NZ
21 Nov 2017
Priorities and ideals
21 Nov 2017
FMA pushes net returns over fees debate
21 Nov 2017
A survival guide for financial adviser licensing
21 Nov 2017
Consilium adds advice firms
20 Nov 2017
ANZ sells sharetrading business to FNZC
20 Nov 2017
Castle Point appoints head of operations
20 Nov 2017
Five years of nib; award winning funds; and Fidelity's $100m injection
20 Nov 2017
Active managers go passive
20 Nov 2017
Rental case reversal good news for industry
19 Nov 2017
South Island tribe looks to add KiwiSaver scheme
17 Nov 2017
New board at FSC
17 Nov 2017
Roboadvice green light 'better late than never'
16 Nov 2017
ANZ KiwiSaver gets top awards...again
16 Nov 2017
What to do with $100 million
16 Nov 2017
Next stop: Innovation
16 Nov 2017
Fiducian offers something a bit different
16 Nov 2017
Why India and Tech funds count
16 Nov 2017
Auckland adviser joins Plus4 Insurance Group
16 Nov 2017
FMA focus on financial advice
16 Nov 2017
Massive RV increase for Auckland
15 Nov 2017
Report, not court action, for Goldman Sachs
15 Nov 2017
ANZ cuts two rates
15 Nov 2017
Economic outlook still positive: ASB
15 Nov 2017
National median reaches record high
14 Nov 2017
New look; BNZ rolls out electronic lodgement
14 Nov 2017
What next for KiwiSaver
14 Nov 2017
October results a mixed bag
13 Nov 2017
BNZ first bank to market with online lodgement tool
13 Nov 2017
Advisers could do better by women: AMP
10 Nov 2017
The Wrap: Has FSC launched a pre-emptive strike on the new adviser association?
10 Nov 2017
ANZ keeping OnePath
10 Nov 2017
FMA: Financial services changing fast
09 Nov 2017
Sunny MPS surprises some
09 Nov 2017
LVR restrictions to be reviewed
09 Nov 2017
RBNZ OCR announcement
09 Nov 2017
What the Governor said today
09 Nov 2017
Fear and the financial plan
09 Nov 2017
Quality mark questions
09 Nov 2017
Sunny MPS a surprise for some
09 Nov 2017
Price expectations heading downward
08 Nov 2017
Email address update for Vodafone users
08 Nov 2017
Westpac says advisers important, but...
08 Nov 2017
Partners Life appoints additional independent director
08 Nov 2017
TSB's Kevin Murphy joins the bank CEO exodus
08 Nov 2017
All eyes are on the Reserve Bank and interest rates
08 Nov 2017
Look to Asia for yield
08 Nov 2017
Reserve Bank changes 'not radical'
08 Nov 2017
Warmer weather heats up housing market
07 Nov 2017
When price and value diverge
07 Nov 2017
Sovereign boost commissions; nib offers a new model
07 Nov 2017
What next for KiwiSaver
07 Nov 2017
Time to get rates back to normal
07 Nov 2017
nib marks five years
07 Nov 2017
Target on advisers outside associations
06 Nov 2017
Time for Normalisation?
06 Nov 2017
New government hasn’t panicked market
03 Nov 2017
Avanti head of ops up for big award
03 Nov 2017
The Wrap: Minister acknowledges small firms
03 Nov 2017
Advisers save BNZ's market share
03 Nov 2017
Getting to Know: Janet Natta
03 Nov 2017
What's going to happen with the OCR next week?
03 Nov 2017
OCR stable . . . for now
03 Nov 2017
Market wobbles 'signify need for active management'
02 Nov 2017
RESIMAC offering to refund first month of loan P&I
02 Nov 2017
BNZ boss does a job swap
02 Nov 2017
First month P&I free offer launched
02 Nov 2017
Investors search for income
02 Nov 2017
Auckland values start to slide
01 Nov 2017
Mortgage advisers key players in credit union’s success
01 Nov 2017
Responsible investing missing the mark: White paper
01 Nov 2017
Fidelity Life looks to accelerate growth with new capital
01 Nov 2017
Sargon Capital hiring
01 Nov 2017
Pie Funds launches 'alternative' option
October 2017
31 Oct 2017
Fidelity Life gets $100 million injection
31 Oct 2017
KiwiSaver fees: Paying for performance
31 Oct 2017
Fisher Funds: Industry should pull together
31 Oct 2017
[WEBINAR] Intelligent underwriting tool for Advisers
31 Oct 2017
Faafoi: I'll listen to concerns
31 Oct 2017
New investors and property speculators likely to suffer under new rules
31 Oct 2017
Healthy Homes Guarantee bill to be fast tracked
30 Oct 2017
Have your say on Fintech
30 Oct 2017
Leverage up your KiwiSaver fund
30 Oct 2017
Equities versus Bonds?
30 Oct 2017
Going for growth
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Latest News
MBIE confirms investigation into FMA
1 min read
KiwiSaver funds shake off Middle East tension
2 min read
Staffing cuts helped Fisher Funds lift annual net profit 21.7%
3 min read
[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