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December 2001
10 Dec 2001 Fidelity's new ceo
09 Dec 2001 NZ Funds burglar caught
07 Dec 2001 Fund Manager League Table
07 Dec 2001 ANZ woos mortgage brokers with $300 service promise
06 Dec 2001 Another one goes at Morningstar
06 Dec 2001 Commission closes mortgage brokers
06 Dec 2001 Major changes at Tower
06 Dec 2001 Morningstar sticks with two part research
05 Dec 2001 Health tax may threaten insurance industry
05 Dec 2001 Unbankable people wanted
05 Dec 2001 Succession Planning: Is employing young planners a good option?
05 Dec 2001 Minto rejoins the fold
05 Dec 2001 Ballantyne reveals why she left Sovereign
05 Dec 2001 Equitable keeps 3 stars
04 Dec 2001 New CFAs
04 Dec 2001 Researcher now selling funds online
03 Dec 2001 Adviserlink - Introduction to Financial Planning
03 Dec 2001 CRM in the Financial Services Market
02 Dec 2001 News Round Up
01 Dec 2001 Hot investments just an easy sell?
November 2001
30 Nov 2001 CSFB closes retail arm
30 Nov 2001 Harts: anatomy of a disaster
29 Nov 2001 New Zealanders borrowed more in October
29 Nov 2001 Morningstar backs off threat to Russell
28 Nov 2001 Contributory mortgages under spotlight
28 Nov 2001 St Laurence appoints two new people
27 Nov 2001 Southern Cross challenge starts
27 Nov 2001 Cullen bats off questions
27 Nov 2001 News Round Up
27 Nov 2001 Housing consents bounced back in October
27 Nov 2001 Planned Super Fund rapidly losing favour
27 Nov 2001 Rich sets off on a new course
26 Nov 2001 Jacking up prices is rife at the moment
26 Nov 2001 Rich ousted from Morningstar
23 Nov 2001 Morningstar on the brink of liquidation
23 Nov 2001 New manager at Perpetual Trust
22 Nov 2001 Public Trust's free will-making service threatened
22 Nov 2001 Public Trust's free will-making service threatened
22 Nov 2001 The Warehouse says E-Loan became redundant
22 Nov 2001 Burglars break into leading fund manager's office
22 Nov 2001 FPA National Convention 2001
21 Nov 2001 RSA sets up broker committees
21 Nov 2001 Rich battles for control of Morningstar
20 Nov 2001 Stale price can distort hedge fund returns
20 Nov 2001 Liquid picks up E-Loan
20 Nov 2001 TMF and Deutsche do a deal
20 Nov 2001 KPMG Legal appoints Simon McArley
20 Nov 2001 Not all hedge funds created equal
19 Nov 2001 Stats bode well for Auckland housing: Trass
19 Nov 2001 Smedley's new role
18 Nov 2001 News Round Up
16 Nov 2001 Super Fund will provide a basic standard of living
15 Nov 2001 A new way to buy banks
15 Nov 2001 Planners not great at their own planning
15 Nov 2001 House prices bounce
15 Nov 2001 Chen joins AMP
15 Nov 2001 The Macquarie Titan Trust
15 Nov 2001 The Macquarie Titan Trust
15 Nov 2001 What is the next investment style?
14 Nov 2001 State denies health business for sale
14 Nov 2001 New GT bdm
14 Nov 2001 The Macquarie Titan Trust
14 Nov 2001 The Macquarie Titan Trust
14 Nov 2001 Reserve Bank cuts OCR to 4.75%
14 Nov 2001 OCR cut to 4.75 per cent
14 Nov 2001 OCR cut to 4.75 per cent
13 Nov 2001 The Hub business services
13 Nov 2001 New De facto/Matrimonial Property Law
13 Nov 2001 Public Trust has appointed Henry Popplewell to the role of Business Ma
13 Nov 2001 The Macquarie Titan Trust
13 Nov 2001 The Macquarie Titan Trust
12 Nov 2001 NZRPT to remain unlisted
12 Nov 2001 Adviserlink - Introduction to Financial Planning
12 Nov 2001 The Macquarie Titan Trust
12 Nov 2001 The Macquarie Titan Trust
12 Nov 2001 FundSource Introduction to Financial Planning
12 Nov 2001 The cost of sales or just an easy way to get to the Costa de Sol?
11 Nov 2001 Sovereign cans $1 million giveaway
11 Nov 2001 Stronger Promotion Of Workplace Super Needed
11 Nov 2001 Red Tape Killing Super Schemes
11 Nov 2001 Odds on for a rate cut
09 Nov 2001 Address by Marvin Feldman
09 Nov 2001 Farmers' Mutual Group appoints Rita Evans to board
09 Nov 2001 The Financial Planner of the Year...
08 Nov 2001 Perpetual Investment's Roadshow
08 Nov 2001 Jordi Garcia wins top Award 2001
08 Nov 2001 Funds flow offshore holds up
07 Nov 2001 Southern Cross looks to advisers for help
07 Nov 2001 Address by Marvin Feldman
07 Nov 2001 Perpetual Investment's Roadshow
07 Nov 2001 Shake up at Invesco
07 Nov 2001 Managers stopped from using loophole
06 Nov 2001 Perpetual Investment's Roadshow
06 Nov 2001 Anita Bell on tricks to pay off mortgages faster
05 Nov 2001 Edinburgh loses CIO
05 Nov 2001 Address by Marvin Feldman
05 Nov 2001 Finalists announced
05 Nov 2001 Falling rates encouraging more borrowing
05 Nov 2001 Return to normal may take time
04 Nov 2001 National's super policy remains unchanged
Latest News
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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