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Clear Filter
August 2024
07 Aug 2024
Mortgage firm backs Kiwibank as a disruptive competitor; Economists lighting the path to OCR cuts
07 Aug 2024
Mortgage firm backs Kiwibank as a disruptor
06 Aug 2024
NZ shares left behind as Asian markets rally after Nikkei rout
06 Aug 2024
Level 5 certificate to remain the minimum requirement for advisers
06 Aug 2024
Economists lighting the path to OCR cuts
06 Aug 2024
Flurry of rate changes
05 Aug 2024
NZ shares join global rout as fears of US recession grow
05 Aug 2024
Modern slavery engagement to continue despite govt setback
05 Aug 2024
Bankers’ personal liabilities under CCCFA to remain; First home buyers fade, investors rise
05 Aug 2024
David Boyle gets a new role
05 Aug 2024
Bankers’ personal liabilities under CCCFA to remain
05 Aug 2024
First home buyers fade, investors rise
02 Aug 2024
Local shares hold up despite overseas slowdown worries
02 Aug 2024
Du Val Group placed into interim receivership by High Court
02 Aug 2024
CCCFA changes welcomed, but more needed - FSF
02 Aug 2024
CCCFA changes welcomed, but more needed
02 Aug 2024
Are NZ equities a buy?
02 Aug 2024
Kernel gets big tech onboard
02 Aug 2024
Asteron Life to back adviser learnings from global MDRT conference
02 Aug 2024
Fictional fund manager accounts
01 Aug 2024
NZ sharemarket continues to rise
01 Aug 2024
The Case for Simple Life
01 Aug 2024
Devon and Generate join other managers in having a better year
July 2024
31 Jul 2024
NZ sharemarket edges up on end of month trading
31 Jul 2024
First Mortgage Trust creates another new role
31 Jul 2024
Fads, trends, and megatrends
31 Jul 2024
Construction finance company gets new facility
31 Jul 2024
First Mortgage Trust creates another new role
31 Jul 2024
Survey: demand growing for adviser expertise on ethical investing
30 Jul 2024
NZX up more than 0.5% as weak dollar boosts some stocks
30 Jul 2024
Fisher Funds gets into private equity
30 Jul 2024
Quotemonster adds KiwiSaver comparison and research
29 Jul 2024
NZ sharemarket down 0.29%
29 Jul 2024
nib gets a new leader
29 Jul 2024
Better year for Milford
29 Jul 2024
Will we decline a quarter of IP applicants on their income source?
27 Jul 2024
Election Cycles and Investment returns
26 Jul 2024
NZ sharemarket closes week down 0.38%
26 Jul 2024
GenAI How to Guide: Part 1
26 Jul 2024
New chapter for Fisher Funds
26 Jul 2024
Partners nabs Southern Cross exec
26 Jul 2024
[GRTV] FMA monitoring gives FAPs eight out of 10
25 Jul 2024
NZ sharemarket down over 1%
25 Jul 2024
New guidance for client money and property services brokers
25 Jul 2024
Stewardship limitations call for a more strategic approach
24 Jul 2024
KiwiSaver finally gets personal
24 Jul 2024
NZ sharemarket marches higher, up 6.4% this year
24 Jul 2024
Non-bank lender secures funding line from Westpac NZ
24 Jul 2024
Non-bank lender secures funding line from Westpac
24 Jul 2024
Kōura spawns new role
24 Jul 2024
Harbour puts out first stewardship report as sustainability round up
23 Jul 2024
NZ sharemarket up nearly 1% amid ongoing takeover drama
23 Jul 2024
Deloitte: shared equity schemes could arrest declining home ownership
23 Jul 2024
Pre-approvals not turned off; Shared equity could be the answer
23 Jul 2024
Predictions for OCR cut next month - ASB
23 Jul 2024
Are financial markets too complacent about geopolitical risks?
22 Jul 2024
NZ sharemarket down 0.1% amid takeovers
22 Jul 2024
Predictions for OCR cut next month
19 Jul 2024
NZ sharemarket flat ahead of weekend
19 Jul 2024
[GRTV] From infantry to insurance, protection is a common thread
19 Jul 2024
Passive approach pays off for Simplicity's KiwiSaver investors
19 Jul 2024
Financial Services Federation targets mortgage advisers as affiliate members
18 Jul 2024
NZ sharemarket flat, on track for monthly return of over 5%
18 Jul 2024
Understanding of financial fairness measured; ANZ Fixed Home Loan rates change
18 Jul 2024
Understanding of financial fairness measured
18 Jul 2024
Salt goes lighter on NZ equities in both growth and income funds
17 Jul 2024
NZ sharemarket reaches 29-month high
17 Jul 2024
Flint Wealth investment platform forced to close
17 Jul 2024
Misconception about banks willingness to lend wrong
17 Jul 2024
Perpetual changes bathwater at Castle Point
16 Jul 2024
The Adviser Platform turns on the tap and adds two new staff
16 Jul 2024
Fidelity says its new e-app already making a difference
16 Jul 2024
NZ sharemarket hits 17-month high
16 Jul 2024
KiwiSaver highly competitive with much larger Aussie and British peers
15 Jul 2024
NZ sharemarket flat amid international turmoil
15 Jul 2024
ANZ stays active and replaces one manager
15 Jul 2024
Distance between inflation and RBNZ’s target narrows; SBS rates change
15 Jul 2024
Distance between inflation and RBNZ’s target narrows
12 Jul 2024
NZ sharemarket has its best week of 2024
12 Jul 2024
Are trauma products still fit-for-purpose?
12 Jul 2024
Another lean year for Salt, Mint and NZ Funds Management
11 Jul 2024
Optimism lifts the NZ sharemarket
11 Jul 2024
Calling all Hawkes Bay advisers
11 Jul 2024
One bank cuts home loan rates
11 Jul 2024
[GRTV] Rick Willis shares MDRT secrets
11 Jul 2024
Economists rush to update their forecasts
10 Jul 2024
NZ sharemarket rises on RBNZ's dovish stance
10 Jul 2024
RBNZ holds OCR but turns unexpectedly dovish
10 Jul 2024
BREAKING: OCR remains at 5.50% - Inflation Approaching Target Range
10 Jul 2024
BREAKING: OCR 5.50% - Inflation Approaching Target Range
10 Jul 2024
Expectation of November rate cuts prompts record short rate borrowing
10 Jul 2024
Expectation of Nov rate cuts prompts record short rate borrowing
10 Jul 2024
Meeting half-way
09 Jul 2024
NZ sharemarket up almost 1%
09 Jul 2024
Assets trump salary for Kiwi investors
09 Jul 2024
Life insurance products MIA
08 Jul 2024
NZ sharemarket falls nearly 0.5% at the start of a pivotal week
08 Jul 2024
Reserve Bank expected to stick to its knitting; Banks bringing OCR cut expectations forward
08 Jul 2024
Reserve Bank expected to stick to its knitting
08 Jul 2024
Treasury outlines likely costs of financial institution failures
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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