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Clear Filter
October 2015
20 Oct 2015
GFS gets lending award
19 Oct 2015
Most Ombudsman cases go in banks' favour
19 Oct 2015
The Auckland Market has turned
19 Oct 2015
Warminger date set
19 Oct 2015
TSB joins the leaders
19 Oct 2015
Disclosure a tool, FMA says
19 Oct 2015
RAM fight heats up
18 Oct 2015
IOOF class action
17 Oct 2015
Controversy over rental WOF - again
16 Oct 2015
FMA makes changes to exec team
16 Oct 2015
Investors plan legal action
16 Oct 2015
TPP welcome for financial services
16 Oct 2015
Launch date set for Squirrel Money
16 Oct 2015
Investors confident, planning growth
15 Oct 2015
Auckland juggernaut powers on
15 Oct 2015
Westpac introduces one-year special
15 Oct 2015
ANZ exits health insurance market
15 Oct 2015
Where to for advisers, report asks
15 Oct 2015
Lines drawn in commissions debate
15 Oct 2015
Berry appointed Punakaiki director
15 Oct 2015
Record listings hit Hamilton market
14 Oct 2015
KiwiSaver too passive
14 Oct 2015
More OCR cuts likely – despite housing concerns
14 Oct 2015
It's The Co-operative Bank's turn
14 Oct 2015
Industry not happy with RFAs
14 Oct 2015
Russell sale positive for NZ, managing director says
14 Oct 2015
Making great house calls
13 Oct 2015
AMP hires property manager
13 Oct 2015
Advice firm awarded
13 Oct 2015
Perpetual provides NZDF wills
13 Oct 2015
MJW suggests end to overrides
13 Oct 2015
ANZ comes into line
13 Oct 2015
Advisers question value of multiple memberships
13 Oct 2015
The rise of Waikato & Bay of Plenty
12 Oct 2015
“Halo” effect drives prices to record highs
12 Oct 2015
Understanding excesses
12 Oct 2015
NZ’s 4th P2P lender to target SMEs
12 Oct 2015
Good old HSBC
12 Oct 2015
Hundreds offer FAA review input
09 Oct 2015
$500k health claims unlikely for now
09 Oct 2015
Releasing the Handbrake
09 Oct 2015
FADC investigations near completion
08 Oct 2015
Choice crucial to solving Auckland housing woes
08 Oct 2015
Reliance on CVs ill-advised
08 Oct 2015
Morningstar makes research appointment
08 Oct 2015
NZ Super Fund lauds active management strategies
07 Oct 2015
FSCL takes issue with ISO name
07 Oct 2015
Landlords going green
06 Oct 2015
Auckland price rebound may be temporary
06 Oct 2015
FMA keen on KiwiSaver engagement
06 Oct 2015
Milestone gets military contract
05 Oct 2015
BNZ takes the lead
05 Oct 2015
Online prep for new advice clients
05 Oct 2015
Rest of industry gets taste of what advisers have been through
05 Oct 2015
Govt seeks Crown land developers
04 Oct 2015
AMP gets DIMS licence
02 Oct 2015
Nikko's new house view on global equities moves to neutral
02 Oct 2015
AML due diligence puts clients off
01 Oct 2015
Houses for sale drop to new low
01 Oct 2015
D-day for new tax rules
01 Oct 2015
Values up but market changing
01 Oct 2015
Supply side problems must be addressed - Council
01 Oct 2015
Kerr and Barnes battle it out over sale of Perpetual Trust
01 Oct 2015
AIA makes major play in health insurance market
01 Oct 2015
More Heat than Light: Discussions about currency hedging
01 Oct 2015
Investors told: Don't let softer dollar put you off
01 Oct 2015
Retirees say pension not enough
September 2015
30 Sep 2015
Unnecessary regulation for developers
30 Sep 2015
Robinson admits more crimes
30 Sep 2015
Is a housing market crash inevitable?
30 Sep 2015
Roboadvice may be too expensive to pay off
30 Sep 2015
PocketRent seeks investors
30 Sep 2015
Building consent trend still rising
30 Sep 2015
NZ on top of RWC house price rankings
30 Sep 2015
Bach tax stoush continues
29 Sep 2015
Problem of million non-contributing KiwiSaver members
29 Sep 2015
Synergy appoints former Sovereign man
29 Sep 2015
Home affordability improves
29 Sep 2015
Advice processes prompt complaints
28 Sep 2015
Evolving CBD makes for investor opportunities
28 Sep 2015
Govt asks for social housing ideas
28 Sep 2015
Generate ticks over $100 million
28 Sep 2015
Global factors make for low rates
28 Sep 2015
SBS turn to cut rates
28 Sep 2015
Life is good for retirees, report shows
28 Sep 2015
QROPS rules put stop to mergers
28 Sep 2015
Performance fee structures shortchanging investors
26 Sep 2015
Smee pulls brokers from Kepa
25 Sep 2015
Fourth OPI director pleads guilty
25 Sep 2015
ANZ's unsolicited loan offer to client surprises adviser
25 Sep 2015
RESIMAC adds processing fee to loan applications
25 Sep 2015
Big boost for Harmoney
25 Sep 2015
Gareth Morgan joins up with Ralph Stewart
25 Sep 2015
Limited low-deposit lending to investors
25 Sep 2015
KiwiSaver members want DIY approach
25 Sep 2015
Regions get turnover boost
24 Sep 2015
ISO fields five adviser complaints
24 Sep 2015
Pinnacle Life adds new board member
24 Sep 2015
Interest rate rise could surprise, economist warns
24 Sep 2015
Best way to solve FAA? Bin it and start afresh
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Latest News
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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