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Clear Filter
September 2015
01 Sep 2015
Hubbard investors' capital returned
01 Sep 2015
Appetite for annuities
01 Sep 2015
MDRT chair replaced
August 2015
31 Aug 2015
Greville mourned
31 Aug 2015
Kerr steps down
31 Aug 2015
Nikko picks up mandate
31 Aug 2015
RBNZ policy tweak “gamechanger” for Auckland’s supply woes
31 Aug 2015
Building consents hit 10-year high
31 Aug 2015
Today’s consumer can be hard work
31 Aug 2015
AML deadline looms
30 Aug 2015
Apteryx sale complete
30 Aug 2015
FMA urges KiwiSaver check-up
30 Aug 2015
McGuffie date set
29 Aug 2015
Will China’s share market meltdown impact on NZ’s property market?
28 Aug 2015
Two advisers investigated
28 Aug 2015
Kiwibank plans digital future
28 Aug 2015
New Zealand lagging on decumulation options
27 Aug 2015
Facebook trouble for Newland
27 Aug 2015
Major rental changes in Green Bill
27 Aug 2015
New broker boss at ANZ
27 Aug 2015
Former Mike Pero broker banned
27 Aug 2015
Mount appeals again
27 Aug 2015
FSC: KiwiSaver delivering for middle NZ
26 Aug 2015
OCR reviewed less often
26 Aug 2015
Portfolios, not products the key: James
26 Aug 2015
Queenstown: NZ's Boom Town
26 Aug 2015
Bright line test one step closer
25 Aug 2015
nib plots more growth
25 Aug 2015
Blaming investors not the answer
25 Aug 2015
RFAs not impressed by push for one standard
25 Aug 2015
Skip Auckland, investors urged
24 Aug 2015
How to programme your investments for success
24 Aug 2015
Investors increasing Auckland price pressure – RBNZ
24 Aug 2015
Quarter of AMP's profit now from wealth management
24 Aug 2015
Southall moved from review
24 Aug 2015
Fidelity cool on annuity request
21 Aug 2015
Record high migration adds to housing pressure
21 Aug 2015
OPI/MFS directors plead guilty
21 Aug 2015
LVR restrictions tweaked
21 Aug 2015
Funds for fee-conscious customers
20 Aug 2015
Intensification plans: Auckland Council speaks out
20 Aug 2015
Smee leaves Kepa role
20 Aug 2015
QROPs rules snag NZ advisers
20 Aug 2015
nib backs health insurance bill
19 Aug 2015
Rental market stalls nationwide
19 Aug 2015
Milford gets DIMS licence
19 Aug 2015
How to avoid a negligence case
18 Aug 2015
RAM clawback notices issued
18 Aug 2015
Property prices to blame for S&P downgrade
18 Aug 2015
Harbour appoints analyst
18 Aug 2015
What could intensification mean for investors?
18 Aug 2015
Time to brace clients for end of golden returns
18 Aug 2015
Four legged tenants: the low down
17 Aug 2015
Suprising new marketing techniques
17 Aug 2015
SBS sharpens specials
17 Aug 2015
NZ faces rising financial system risks – S&P
17 Aug 2015
Bad times are gone: Dodds
14 Aug 2015
FMA tells managers about misconduct risks
14 Aug 2015
NZHL appoints new CEO
14 Aug 2015
Former Mike Pero adviser in court
14 Aug 2015
Westpac's turn today
14 Aug 2015
Advisers slow to switch on to responsible investing: RIAA
14 Aug 2015
Slater steps down
14 Aug 2015
Call to back health insurance bill
13 Aug 2015
No plans for trail from ASB
13 Aug 2015
South of Neutral OCR?
13 Aug 2015
Auckland median price down, national median price up
13 Aug 2015
ASB talks home loans; TSB cuts rates
13 Aug 2015
Home loan lending takes lower prominence at ASB
13 Aug 2015
AIA number one at MDRT
13 Aug 2015
Retirement planning has to start somewhere: FMA
13 Aug 2015
Ross test case driven by unfairness
12 Aug 2015
Super Fund gets responsible investing nod
12 Aug 2015
Auckland construction key to economic growth
12 Aug 2015
The Co-Op Bank's turn today
12 Aug 2015
Retirees have low risk tolerance but high expectations
11 Aug 2015
New Aussie tax rules affect Kiwi investors
11 Aug 2015
Interesting move from ASB
11 Aug 2015
Advisers offer free service
10 Aug 2015
CPD turned into game
10 Aug 2015
Barnes hands over chief executive role
10 Aug 2015
Squirrel to fire up NZ’s P2P market
10 Aug 2015
Questions to ask fund managers - Investment management
10 Aug 2015
Two lenders cut today
10 Aug 2015
Two advisers get personalised DIMS nod
10 Aug 2015
Fraud would cost adviser authorisation
10 Aug 2015
Rotorua values slowly rising
07 Aug 2015
Getting to know...Peter Lee
07 Aug 2015
Low rates spread across terms
07 Aug 2015
Commissions put pressure on: Report
07 Aug 2015
Submission slams FMA
07 Aug 2015
Mercer given bronze rating
07 Aug 2015
ASB ditches reverse mortgages
07 Aug 2015
MKR star's recipe for property success
06 Aug 2015
Housing shortfall could boost landlords
06 Aug 2015
Milford a test case, lawyer says
05 Aug 2015
C+M payout inches closer
05 Aug 2015
NZX trades up
05 Aug 2015
Has the Auckland market reached its price limit?
05 Aug 2015
Stick with KiwiSaver past 65, AMP urges
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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