Archive - 2023
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October 2023
10 Oct 2023 One mortgage adviser has turned his hand to helping small businesses
10 Oct 2023 Book aimed at small businesses
10 Oct 2023 Housing market turns but big bounce not expected
10 Oct 2023 Privacy - Do we really understand it?
10 Oct 2023 Sharesies investor mood up and down
10 Oct 2023 Stewardship grows, exclusion normalising
09 Oct 2023 NZ market in the red as election countdown begins
09 Oct 2023 The question is repealing the CCCFA will be enough or not
09 Oct 2023 Will repealing the CCCFA be enough?
09 Oct 2023 Diversification - Markowitz’s greatest gift
07 Oct 2023 Westpac streamlines process for switching banks
06 Oct 2023 Weak energy companies drag NZ sharemarket lower
06 Oct 2023 FMA reviews players in Kloogh Ponzi scheme
05 Oct 2023 NZ sharemarket rises US Treasury yields drop
05 Oct 2023 It’s just a matter of assessing the cost, or economic damage, of the war
05 Oct 2023 A better quarter in store?
05 Oct 2023 Dimensional launches NZ PIE to investing sustainable Australian equities
05 Oct 2023 Inflation war will be won but at what cost?
04 Oct 2023 NZ market flat as RBNZ keeps OCR at 5.5%
04 Oct 2023 OCR remains at 5.50%
04 Oct 2023 BREAKING: Official Cash Rate remains at 5.50%
04 Oct 2023 Finance difficulties don’t stop house buying
04 Oct 2023 Flood of new investors unlikely even if Government changes
04 Oct 2023 FMA releases final record keeping guidance for climate reporting
04 Oct 2023 Authority Documents - What’s too far?
04 Oct 2023 AIA gets a new non-executive, independent board member
03 Oct 2023 NZ market flat as RBA hits the handbrake
03 Oct 2023 It is important for advisers within a firm to share information about client’s needs
03 Oct 2023 The tax benefits of a new build
03 Oct 2023 Chubb Life scholarship winner
03 Oct 2023 Adviser firm pays $133,000 for part of house deposit lost in growth fund
02 Oct 2023 Pacific Edge falls as NZ market sinks into the red
02 Oct 2023 Higher top-up tax looming if Government doesn't change
September 2023
30 Sep 2023 Southern Cross is “very supportive” of CoFi
29 Sep 2023 Sharemarket rises on quarter-end buying
29 Sep 2023 Loosened LVRs push up mortgage lending
29 Sep 2023 Not enough understanding of non-bank lending
29 Sep 2023 Financial Advice NZ CEO hangs up her boots
29 Sep 2023 Not enough awareness and understanding of non-bank lending
29 Sep 2023 Southern Cross posts $16.5m annual loss as it capped premium prices
28 Sep 2023 NZX50 drops more than 1% as bond yields rise
28 Sep 2023 One year old stewardship code covers $100 billion FUM
28 Sep 2023 Fidelity admits it’s dropped the ball
27 Sep 2023 NZ market edges down as employment confidence hits low point
27 Sep 2023 Mortgage lending data shows property market heating up
27 Sep 2023 New Zealand’s next top town
27 Sep 2023 Mortgage lending on all properties thaws out
27 Sep 2023 [GRTV] Highly aspirational – an adviser’s take on the Million Dollar Round Table
27 Sep 2023 Industry should ignore Nat pledge to scrap CoFi: KPMG
27 Sep 2023 Acceleration of innovation now spells danger for investors
26 Sep 2023 NZ market down as investors press pause
26 Sep 2023 November hike or May cut
26 Sep 2023 OCR – November hike or May cut
26 Sep 2023 Southern Cross to review communications after debacle over withdrawn benefit
26 Sep 2023 Why sales is more relevant than ever in an era of increased regulation
26 Sep 2023 House price rises revised upwards
25 Sep 2023 NZ market ticks up as school holidays kick off
25 Sep 2023 Adviser feedback sees Fidelity Life unbox the goodies
25 Sep 2023 It often means people have fewer choices on where they can obtain a mortgage
25 Sep 2023 Affordability not always a level playing field
25 Sep 2023 Let's talk about trust
24 Sep 2023 Another leading KiwiSaver provider calls for changes
23 Sep 2023 Makao takes a step to boost analytics on sustainability
23 Sep 2023 [The Wrap] FSC should take a position on CoFI
22 Sep 2023 Here's what's being said about mortgage advisers
22 Sep 2023 Late surge lifts NZ sharemarket into positive territory
22 Sep 2023 Significant recovery underway
22 Sep 2023 Fidelity Life announces 2023 adviser award winners
21 Sep 2023 NZX50 slips as Fonterra result shines in the gloom
21 Sep 2023 Banking study submissions highlight adviser issues
21 Sep 2023 FNZ launches global accreditation programme
21 Sep 2023 SMEs ‘playing it safe’ despite growing optimism
21 Sep 2023 Global look at fund managers’ commitment to ESG
21 Sep 2023 Asteron Life putting mental health at the forefront
21 Sep 2023 Providers need to do the right thing when nobody is watching
20 Sep 2023 Cost of living crunch an opportunity for advisers
20 Sep 2023 NZ market flattens out as KMD Brands falls almost 5%
20 Sep 2023 Kloogh investors told they will only get 2c in the $1 back
20 Sep 2023 Howzat! Generate chair out
20 Sep 2023 KiwiSaver fee revenue drops for the first time since 2007
20 Sep 2023 AIA NZ launches new online adviser onboarding application
19 Sep 2023 NZ market follows the US as investors wait for Fed’s decision
19 Sep 2023 How to help customers in financial difficulty
19 Sep 2023 Contrasting, but productive, times
19 Sep 2023 Help to borrowers in financial difficulty outlined
19 Sep 2023 Clear eyed focus needed on economy’s supply side
19 Sep 2023 FSC won't comment on Nat plan to scrap Cofi
19 Sep 2023 Heartland says big banks use scale to block competition
19 Sep 2023 [OPINION] How the next Government can help tenants
18 Sep 2023 NZ market edges up while shares in Synlait Milk drop almost 10%
18 Sep 2023 AIA moves closed unit-linked policies to passive manager
18 Sep 2023 Properties selling faster and prices increase
18 Sep 2023 Fake adviser pleads guilty
18 Sep 2023 Bizcap is surprised at the level of New Zealand growth in a short time
18 Sep 2023 Loans and defaults for ‘open minded’ lender
18 Sep 2023 Who understands the new map of life?
18 Sep 2023 Key challenges to overcome when selling an advice business today
15 Sep 2023 NZ sharemarket ends week on brighter note with heavy trading
15 Sep 2023 How Lend Capital works
15 Sep 2023 Unsecured SME loans the future new player says
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