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April 2024
17 Apr 2024 Wither now for Flint Wealth's platform?
17 Apr 2024 Acquisition marks significant strategic milestone for Wealthpoint
16 Apr 2024 NZ sharemarket falls 1%
16 Apr 2024 More pain is coming
16 Apr 2024 More pain in store for mortgage holders
16 Apr 2024 Best and worst KiwiSavers according to Consumer
16 Apr 2024 Digital document ~~security~~ insecurity
15 Apr 2024 Middle East conflict casts a shadow across markets
15 Apr 2024 Client sought $200,000 saying adviser mislead him about insurance cover
15 Apr 2024 Financial complaints rise
15 Apr 2024 A Statement of Advice may not be what you think it is
15 Apr 2024 Financial complaints rise as cost-of-living pressures continue
15 Apr 2024 Successful claims changed lives – even for people who weren’t clients
14 Apr 2024 Smartshares trials NZXWT with large client
13 Apr 2024 Analysing AI’s Impact on Financial Advice, Part 3
12 Apr 2024 NZ market flat, Tower rises
12 Apr 2024 Mortgage advisers want ComCom to apologise; Lifetime Home Master Class Christchurch
12 Apr 2024 Mortgage advisers aim to “educate” ComCom and want it to apologise
12 Apr 2024 Still in charge
11 Apr 2024 NZ sharemarket hit by global inflation fears
11 Apr 2024 NZ sharemarket hit by global inflation fears
11 Apr 2024 Mortgage Lab buys new trail book; Economists remain divided on when the first rate cut will come
11 Apr 2024 Mortgage Lab buys new trail book
11 Apr 2024 Asteron Life unveils product enhancements
11 Apr 2024 [Opinion] Comedy of errors at the RBNZ
11 Apr 2024 It'll be different this time; Asteron boss on Resolution deal
11 Apr 2024 Economists remain divided on how early the first rate cut will come
10 Apr 2024 NZ sharemarket rises for the first time this month
10 Apr 2024 BREAKING: OCR remains unchanged
10 Apr 2024 BREAKING: OCR 5.50% - Official Cash Rate remains unchanged
10 Apr 2024 [GRTV] Peer support helps with compliance stress
10 Apr 2024 Time for rate cuts, Squirrel boss reckons
10 Apr 2024 Squirrel CEO calls on the Reserve Bank to start cut OCR
09 Apr 2024 NZ sharemarket down 0.5% ... again
09 Apr 2024 Sharesies has biggest trading yet
09 Apr 2024 FNZ appoints execs in NZ
09 Apr 2024 Active versus Passive Investment Management
09 Apr 2024 KiwiSaver and Insurance: Assessing lifetime financial needs
08 Apr 2024 NZ sharemarket drops for seventh time in eight days
08 Apr 2024 Fair outcomes could be another CCCFA fiasco
08 Apr 2024 Small businesses warned about loans; ASB Fixed home loan rate changes
08 Apr 2024 Small businesses warned about loans
08 Apr 2024 [Opinion] Will RBNZ demand proof from Resolution on support for Asteron Life customers?
05 Apr 2024 NZ sharemarket down 0.77% for the week
05 Apr 2024 Art of Investing: A journey from shadows to spotlight
05 Apr 2024 Who will be the first?
05 Apr 2024 Rate cuts – who will be the first?
05 Apr 2024 nib: government has no appetite for tax breaks for health ins premiums
05 Apr 2024 Version review of NZCFS Level 5 a structural tweak, skill standards still to come
04 Apr 2024 NZ sharemarket has mixed trading day, Synlait tumbles further
04 Apr 2024 Improvement in arrears but trough still to come; Lifetime Home Masterclass 11 April (Wellington)
04 Apr 2024 Platinum shares plunge on FUM losses and restructuring
04 Apr 2024 Octagon targets FAPs via NZX Wealth platform
04 Apr 2024 Asteron Life sold
04 Apr 2024 Improvement in arrears but trough still to come
04 Apr 2024 FMA wants feedback on green bonds
04 Apr 2024 Two adviser groups tie the knot
03 Apr 2024 NZ sharemarket down 0.5%
03 Apr 2024 Largest US pension fund snares NZ Super Fund CIO
03 Apr 2024 Impaired loans mounting; Westpac lowers home loan rates
03 Apr 2024 Impaired loans mounting
03 Apr 2024 Gender pay gap and not contribution rates disadvantage women on KiwiSaver
02 Apr 2024 NZ sharemarket down, Synlait reaches new all-time low
02 Apr 2024 Clawbacks could sneak onto ComCom agenda; Lifetime Home Masterclass 10 Apr
02 Apr 2024 Clawbacks could sneak onto ComCom agenda
02 Apr 2024 ASIC wins greenwashing case against Vanguard
02 Apr 2024 Bad news for NZ is good news for bond investors: Nikko
01 Apr 2024 [GRTV] FANZ stands on its legacy in face of competition in the mortgage space
March 2024
29 Mar 2024 Is the illusion of knowledge holding your business back?
29 Mar 2024 Analysing AI’s Impact on Financial Advice, Part 2
28 Mar 2024 NZ sharemarket celebrates a near 1% Easter rise
28 Mar 2024 Digital Signatures and Fraud
28 Mar 2024 Encouraging signs of growth
28 Mar 2024 Mortgage figures show encouraging signs of growth
28 Mar 2024 US decisions likely to decide between more inflation or deflation
27 Mar 2024 NZ sharemarket stuck in negative territory ahead of Easter weekend
27 Mar 2024 Australian is new CEO of Guardians of NZ Superannuation
27 Mar 2024 FAMNZ members can join in April
27 Mar 2024 Bayly will talk to coalition partners before any change to KiwiSaver
27 Mar 2024 New winner for Fund Manager of the Year
27 Mar 2024 Potential FAMNZ members in waiting game
26 Mar 2024 NZ sharemarket ends five day bull run
26 Mar 2024 Southern Cross latest insurer to get FMA warning
26 Mar 2024 Mortage advisers get the ear of Commerce Commission
26 Mar 2024 The AI revolution in financial advice: A reality check
26 Mar 2024 Lindsay sells Strategy Reserach to Trail after cancer experience
26 Mar 2024 NZ scopes a green taxonomy to provide a common language on sustainable finance
26 Mar 2024 Simplicity takes stake in tax tech company
26 Mar 2024 Mortage advisers get the ear of Com Com
25 Mar 2024 NZ sharemarket closes with decent rise
25 Mar 2024 Out of touch with the reality of mortgage advice
25 Mar 2024 Tax deducibility for health insurance premiums?
25 Mar 2024 The cheap treat that’s getting more expensive
25 Mar 2024 ComCom accused of being out of touch with the reality of mortgage advice
25 Mar 2024 [GRTV] Bayly wants a twin peaks model for financial regulation
24 Mar 2024 New director and executive changes at Perpetual Guardian
23 Mar 2024 One dealer group speaks up
23 Mar 2024 Advisers have consumers best interest: Finsure
22 Mar 2024 NZ sharemarket gets wake-up prod thanks to Fisher & Paykel
22 Mar 2024 Old hand in new role at Chubb
Latest News
MBIE confirms investigation into FMA
MBIE confirms investigation into FMA
1 min read
KiwiSaver funds shake off Middle East tension
KiwiSaver funds shake off Middle East tension
2 min read
Staffing cuts helped Fisher Funds lift annual net profit 21.7%
Staffing cuts helped Fisher Funds lift annual net profit 21.7%
3 min read
[The Wrap] What the heck is happening at the FMA?
[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