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Clear Filter
December 2019
04 Dec 2019
NZ shares dip on eve of major regulatory decisions
04 Dec 2019
[GRTV] Potential FAP costs and CRM intricacies
04 Dec 2019
Share your views on property investing
04 Dec 2019
Property Investor Survey; SBS rate cut
04 Dec 2019
Govt reveals plans to change insurance rules
04 Dec 2019
Values pick up the pace
04 Dec 2019
Fund managers: One for the team
03 Dec 2019
Ballantyne: Advisers don't own clients
03 Dec 2019
Young people should budget to live to 100, actuaries say
03 Dec 2019
Legg Mason Brandywine Global bond fund now on FNZ
03 Dec 2019
NZ shares join global decline; US tariff move weighs on exporters
03 Dec 2019
Auckland’s November sales at four year high
03 Dec 2019
ANZ rate changes; Advisers face New Year cash squeeze
03 Dec 2019
Fidelity scores top award for third consecutive year
03 Dec 2019
Advisers face New Year cash squeeze: Prospa
03 Dec 2019
Advisers pan KiwiSaver settings
03 Dec 2019
Ross investors seek $75 million from ANZ
02 Dec 2019
Five day streak of gains ends; Gentracks leads market lower
02 Dec 2019
Finance clause change to hit home buyers: REINZ
02 Dec 2019
Morningstar completes acquisition
02 Dec 2019
Finance clause change to hit home buyers: REINZ
02 Dec 2019
Findex seeds fund launch
02 Dec 2019
Rates continue to fall; investor lending rises
02 Dec 2019
Supply remains tight nationwide
02 Dec 2019
Rate cuts continue despite RBNZ decision
01 Dec 2019
First FAP licences issued
November 2019
30 Nov 2019
[The Wrap] Advice is more than just fees; Celebrating the best
29 Nov 2019
NZX50 gains 4.9% in November as M&A boosts retirement sector
29 Nov 2019
[GRTV] Ballantyne on conduct and culture; who owns the client; the future of dealer groups and more
29 Nov 2019
Wellywood on the rise
29 Nov 2019
Fund Manager of Year battle between active and passive
28 Nov 2019
MMC catches big fish to run new platform
28 Nov 2019
NZX50 hits record; buoyed by business confidence, M&A
28 Nov 2019
Imagine being forced to give bad advice
28 Nov 2019
Commercial disrupter proves popular
27 Nov 2019
JMI: Advice businesses riding wave
27 Nov 2019
Reserve Bank flags commission rates, solvency
27 Nov 2019
NZ shares gain as F&P has solid first half
27 Nov 2019
LVRs kept on hold
27 Nov 2019
LVR speed limits on hold; Westpac NZ plays down impact of scandal
27 Nov 2019
LVR speed limits kept on hold
27 Nov 2019
Westpac NZ plays down impact of money laundering scandal
27 Nov 2019
KiwiSaver providers: Balanced is better – hold the RI
26 Nov 2019
MSCI reweighting drives mammoth volume on NZX
26 Nov 2019
Investor lending on the increase
26 Nov 2019
COMMENT: Unlawful premises – moving past Anderson v FM Custodians
26 Nov 2019
Westpac cuts 1 year special rate
26 Nov 2019
Using an adviser adds more than 5% to a client's portfolio
25 Nov 2019
Optimism over US-China trade deal welcomed by the market; Cracks at Metroglass
25 Nov 2019
Finalists in Fund Manager of the Year Awards revealed
25 Nov 2019
LVR restrictions to stay put: Westpac
25 Nov 2019
TSB rate cut, SBS rate increase; LVR speed limit to stay put?
25 Nov 2019
LVR restrictions to stay put: Westpac
25 Nov 2019
Pie Funds founder disappointed strategy hasn’t worked
24 Nov 2019
Southern Cross's new digital human answers our health insurance questions
24 Nov 2019
[The Wrap] Into the unknown
23 Nov 2019
Gentrack sinks on profit warning; NZ shares fall overall
22 Nov 2019
SFO deception charges for investors
22 Nov 2019
Pre-summer pick up for rental market
22 Nov 2019
NZCU Baywide buys Co-op Money NZ; General Capital losses narrow
22 Nov 2019
NZCU Baywide buys Co-op Money NZ
22 Nov 2019
NZ Funds launches new options
21 Nov 2019
Fidelity appoints chief underwriter
21 Nov 2019
NZ shares fall as US-China trade concerns weigh on markets; Ryman slips
21 Nov 2019
Assets rise, losses narrow at General Capital
21 Nov 2019
ASB cuts mortgage rates; costs to rise under new regime?
20 Nov 2019
Nikko attracts big balances
20 Nov 2019
Changes for Nikko
20 Nov 2019
Morningstar backs InvestNow
20 Nov 2019
Insurance, KiwiSaver could help out-of-work NZers
20 Nov 2019
NZ shares rise; Metlife jumps on takeover talk
20 Nov 2019
COMMENT: Removing 90-day notices - the impacts
20 Nov 2019
Mortgage rates may be at cycle low: ASB
20 Nov 2019
BNZ censured over capital failing; new BDM at Prospa
20 Nov 2019
New BDM for Prospa
20 Nov 2019
Details confirmed for transitional licensing
19 Nov 2019
A2 soars; Ebos slides on major stake sale
19 Nov 2019
BNZ censured over capital failings
19 Nov 2019
Mortgage rates at cycle low?; Westpac changes approval process
19 Nov 2019
Lowdown on NZ primary sector investment
19 Nov 2019
Life stages research shows big differences in outcomes
18 Nov 2019
Not a great Monday on the market: Sky TV, Steel & Tube warn on earnings
18 Nov 2019
Mortgage rates may be at cycle low: ASB
18 Nov 2019
Key reform will only protect bad tenants
18 Nov 2019
New distribution boss for NZ Funds
18 Nov 2019
New owner, MD for Century 21
18 Nov 2019
Kiwibank cuts one year mortgage; landlords reforms announced
18 Nov 2019
Share windfall disappoints
18 Nov 2019
Mike Pero adds five advisers
18 Nov 2019
First Mortgage Trust bolsters South Island presence
18 Nov 2019
Kepa makes key compliance hire
17 Nov 2019
Changes to RTA announced
15 Nov 2019
Kiwibank slashes one-year mortgage to new low
15 Nov 2019
NZ shares edge lower; power companies under pressure
15 Nov 2019
Groups weigh up membership costs
15 Nov 2019
ComCom warning for property trader
15 Nov 2019
Dealer groups warn of rising costs under new regime
14 Nov 2019
More work needed on disclosure rules, SiFA says
14 Nov 2019
NZ shares recover as investors re-think RBNZ review
14 Nov 2019
MyFiduciary does JHC deal
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Latest News
MBIE confirms investigation into FMA
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KiwiSaver funds shake off Middle East tension
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Staffing cuts helped Fisher Funds lift annual net profit 21.7%
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[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