Archive - 2024
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September 2024
24 Sep 2024 All numbers point north for KiwiSaver
24 Sep 2024 Heartland gets new CEO
23 Sep 2024 NZ sharemarket sinks 0.6% on Fletcher raise
23 Sep 2024 ANZ goes with BlackRock
23 Sep 2024 Squirrel nests in Christchurch
23 Sep 2024 Squirrel sets up a drey in Christchuch
20 Sep 2024 NZ sharemarket falls almost 1.5% as indexes rebalance
20 Sep 2024 How well are ethical managers managing their strategies?
19 Sep 2024 NZ sharemarket rises as US Fed slashes rates
19 Sep 2024 I’m a life insurance adviser not a tax adviser!
18 Sep 2024 NZ sharemarket down 1.9% for the week
18 Sep 2024 AIA offers up to three months free from premiums
18 Sep 2024 Fin Advice partnership extended
18 Sep 2024 [GRTV] Perpetual Guardians growth plans
17 Sep 2024 ANZ responsible investing chief heads to new pastures
17 Sep 2024 NZX50 drops after AIA capital raise completed
17 Sep 2024 Resolution Life gets new president
17 Sep 2024 nib makes organisational changes ahead of life launch
17 Sep 2024 Fund managers ask for a pause in auditing of climate reports
16 Sep 2024 NZ sharemarket falls as investors look for cash for airport capital raise
16 Sep 2024 A tale of two villages – steady SUM and a RYM reckoning
16 Sep 2024 Former ANZ portfolio manager joins ACC
14 Sep 2024 Your Weekend Listen: Hear the latest from Prospa
14 Sep 2024 [Podcast] TMM Ep3 Adrienne Begbie - Prospa
14 Sep 2024 The messed up world of income protection structures
13 Sep 2024 NZX blue chip stocks off the boil after a poor reporting season
13 Sep 2024 AMP moves ANZ money to BlackRock
13 Sep 2024 Financial advisers urged to approach AI adoption with caution, FMA report says
13 Sep 2024 How Kiwis can invest in the world’s best companies
12 Sep 2024 NZ sharemarket reaches 32-month high, up 1.5%
12 Sep 2024 [GRTV] New FAP regime creates opportunities for advisers
12 Sep 2024 Turning 10: A Look Back at the Origin Story of Brokers, Plus How IPOs, Equities, and Self-Directed Investing are Tracking
12 Sep 2024 Today is Mindfulness Day - here's a new tool
11 Sep 2024 NZ sharemarket up on Manawa takeover proposal
11 Sep 2024 AIA gets new CTO
11 Sep 2024 Free accidental death cover boosted
11 Sep 2024 Sharesies KiwiSaver adds multiple-base fund selection
10 Sep 2024 NZ sharemarket up slightly, September's uncertainty continues
10 Sep 2024 AIA Wellbeing Survey: Putting on your own oxygen mask first
09 Sep 2024 NZ shares edge higher; Infratil, Gentrack rally on index inclusions
09 Sep 2024 The results are in
09 Sep 2024 A claim, without a policy in place
09 Sep 2024 The two-year wait advice problem
07 Sep 2024 Nikko explains its new name
07 Sep 2024 Your Weekend Read: Tips to help improve your wellbeing
07 Sep 2024 3 new FMA board members
06 Sep 2024 NZX 50 putters out; Infratil, F&P Healthcare drive weekly gain
06 Sep 2024 It’s time we indexed health insurance
06 Sep 2024 Differing views on latest CCCFA reforms
06 Sep 2024 All the best People news
06 Sep 2024 Goldband Finance continues expansion
06 Sep 2024 Nikko abandons Ark
05 Sep 2024 NZ shares gains, Infratil surges on demand for datacentres
05 Sep 2024 Government to remove personal liability for bank directors
05 Sep 2024 Govt to remove personal liability for bank directors
05 Sep 2024 Advisers are behavioural coaches
05 Sep 2024 FMA to investigate mortgage advice sector; RBNZ’s August rate cut seen as a positive sign for equities
05 Sep 2024 Industry gongs awarded
05 Sep 2024 Mortgage Supply leader and long term adviser retires
04 Sep 2024 New Zealand Equity Monthly August 2024
04 Sep 2024 NZ shares sail through choppy waters as Nvidia spooks global investors
04 Sep 2024 Integrity had no integrity: FMA
04 Sep 2024 New Zealand Equity Monthly August 2024
04 Sep 2024 Kiwibank grows its share of new mortgage lending; Smart advisers spice up offerings with SME lending
04 Sep 2024 FMA to investigate mortgage advice sector
04 Sep 2024 A large portion of investors don’t know what they’re taxed, survey says
04 Sep 2024 Liberty appoints a new underwriter
04 Sep 2024 Kiwibank grows its share of new mortgage lending at more than double its market share
04 Sep 2024 ESG KiwiSaver outperforms non-ESG on some profiles over five years
03 Sep 2024 Rudderless NZ sharemarket drifts lower
03 Sep 2024 IRD wants to make fund management fees exempt GST
03 Sep 2024 Chubb boss to retire
03 Sep 2024 Embracing GenAI: A Roadmap for NZ Financial Services Companies - Part 3
02 Sep 2024 NZ shares spring into September on hopes of economic revival
02 Sep 2024 Smart advisers spice up offerings with SME lending
02 Sep 2024 FNZ founder steps back
02 Sep 2024 Should we be advocating self-serve?
August 2024
30 Aug 2024 Fletcher dodges product recall in upbeat end to August for NZX 50
30 Aug 2024 A bit of volatility
29 Aug 2024 NZ shares fall in shadow of Nvidia result
29 Aug 2024 Heartland reverse mortgages grow 20%, online-only home loans sink; Pepper people appointment
29 Aug 2024 Investors should gird for a US post-election roller coaster
29 Aug 2024 Heartland reverse mortgages grow 20%, online-only home loans sink
29 Aug 2024 Revenue up, profit down for insurer
28 Aug 2024 NZ shares gain as Scales bounces back from Cyclone Gabrielle
28 Aug 2024 The first prosecution under CCCFA
28 Aug 2024 Pepper people appointment
28 Aug 2024 First prosecution under CCCFA
28 Aug 2024 Two KiwiSaver schemes report larger losses but make revenue gains
27 Aug 2024 NZ shares sink as dour earnings highlight soggy economy
27 Aug 2024 Raining PIE funds
27 Aug 2024 NZFSG makes changes to its distribution team; Mortgage commitments jumped in July
27 Aug 2024 NZFSG makes changes to its distribution team
27 Aug 2024 Mortgage commitments jumped in July as wholesale rates fell
26 Aug 2024 NZ shares gain as Chorus dividend leads the way
26 Aug 2024 NZFSG creates insurance team
26 Aug 2024 Consilium cracks milestone
24 Aug 2024 Your Weekend Read: What you need to know about the ComCom report; Bluestone departs (again)
24 Aug 2024 A deep dive into the ComCom report and what it means for mortgage advisers
24 Aug 2024 Claim time is ‘when rubber hits road’
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