Archive - 2017
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August 2017
16 Aug 2017 New legislation may give advice industry new life
16 Aug 2017 PM rules out DTI ratio idea
15 Aug 2017 New executive director for Harbour
15 Aug 2017 Stalling market no reason to panic
15 Aug 2017 Super Fund: Carbon risk under-priced
15 Aug 2017 QFEs get licensing head-start
14 Aug 2017 ANZ appoints debt market director
14 Aug 2017 DTIs “perversely restrictive” for investors – report
14 Aug 2017 Political risk – New Zealand next?
14 Aug 2017 Working group lays out plans
14 Aug 2017 FNZC launches private investment channel
14 Aug 2017 Regional rentals yield lifestyle dream
12 Aug 2017 GRTV Ep3: Code working group; the value of opening up to your clients; and risk advice upheaval
11 Aug 2017 Westpac appoints acting head of third party banking
11 Aug 2017 Call for LVR review as sales plunge
11 Aug 2017 Getting to Know: Binu Paul
11 Aug 2017 ASB, Bank Direct and Sovereign move down
11 Aug 2017 Some active managers delivering little for fee: Report
10 Aug 2017 NZCU Baywide clicks over a milestone mark
10 Aug 2017 Mortgage Express and Q Advisor groups join together
10 Aug 2017 Sovereign for sale but who will buy?
10 Aug 2017 No dovish nod to future for RBNZ
10 Aug 2017 Magellan plans list global trust
10 Aug 2017 OCR unchanged: Details here
10 Aug 2017 OCR and MPS: What the Governor said
10 Aug 2017 Financial Advice NZ? Wait and see
10 Aug 2017 Thursday news in brief
09 Aug 2017 ASB lauds fixed rate rollovers
09 Aug 2017 Dale-Jones happy with Code Working Group
09 Aug 2017 Get basics right: Ballantyne
09 Aug 2017 Start dating your clients
09 Aug 2017 Dale-Jones: Judge us on our transparency
09 Aug 2017 Start dating your clients
09 Aug 2017 Get basics right: Ballantyne (+ VIDEO)
09 Aug 2017 CBA eyes Sovereign, CommInsure divestment
09 Aug 2017 ASB's first $1 billion profit
09 Aug 2017 ASB's billion dollar profit
09 Aug 2017 Dark clouds on landlords’ horizon?
09 Aug 2017 Goal-based insurance planning
09 Aug 2017 Managers struggle to find index to report against
09 Aug 2017 Hamilton price fixer gets $1 million fine
08 Aug 2017 Investing responsibly: passing the tipping point
08 Aug 2017 Law changes an imperfect improvement
08 Aug 2017 Upswing in Auckland rental yields
07 Aug 2017 TOP tenancy policy ignores rental realities
07 Aug 2017 OCR preview: Growing talk of future cuts
07 Aug 2017 10 future boom towns
07 Aug 2017 KiwiSaver knowledge too low: Survey
07 Aug 2017 Bill won't get through this term - so what?
06 Aug 2017 Future could hold OCR cuts
04 Aug 2017 Supply shortage will counter cooler market
04 Aug 2017 PAA hands out gongs, but not to lenders
04 Aug 2017 The big reveal (VIDEO)
04 Aug 2017 Bawden's business rebrand
04 Aug 2017 Getting to Know: Sue Brown
04 Aug 2017 Insurers worry about change: Report
04 Aug 2017 Awards to industry's finest
03 Aug 2017 PAA talks through concerns with ASB
03 Aug 2017 Kiwi Wealth mints responsible KiwiSaver solution
03 Aug 2017 New boss for Morningstar
03 Aug 2017 Financial Advice NZ set for take-off
03 Aug 2017 Milestone day for financial advice in New Zealand
03 Aug 2017 Milestone day for financial advice in New Zealand
03 Aug 2017 Return to traditional market – B&T
03 Aug 2017 TSB Trust to take over Fisher Funds
03 Aug 2017 The start of a new era in financial planning
03 Aug 2017 Thursday news in brief
03 Aug 2017 Trust laws get shake-up, and advice carve-out
02 Aug 2017 Growth funds shine again: Morningstar
02 Aug 2017 Insulation, heating improvement needed
02 Aug 2017 Mint gets A+ rating
02 Aug 2017 Co-Op bank goes long while others short
02 Aug 2017 Big city values plateau
02 Aug 2017 Advisers risk missing out on responsible investing surge
02 Aug 2017 Performance fees boost managers' earnings
01 Aug 2017 Partners Life profit flat on back of continued growth
01 Aug 2017 SBS eyes partnership with mortgage advisers
01 Aug 2017 Finally, mortgage rate moves
01 Aug 2017 Fewer houses coming on to market
01 Aug 2017 Many advisers 'won't pass licensing hurdle'
July 2017
31 Jul 2017 Auckland consents falling short
31 Jul 2017 Best investment returns from rental properties
31 Jul 2017 Global Equities: Why it's time to rethink
31 Jul 2017 Warminger, FMA withdraw appeals
31 Jul 2017 Demand high in Whangarei
31 Jul 2017 International equities: Approach with caution
31 Jul 2017 Make sure clients are correctly invested
31 Jul 2017 Robo exemption a win for big providers
28 Jul 2017 How to stay safe
28 Jul 2017 Getting to Know: Richard Klipin
28 Jul 2017 Associations give nod to Financial Advice NZ
27 Jul 2017 EDRs: Here's how to protect yourself from churn claims
27 Jul 2017 Minimum standards for insulation and heating a step closer
27 Jul 2017 Advisers should be whistle-blowers
27 Jul 2017 Thursday news in brief
26 Jul 2017 Booster buys into wine
26 Jul 2017 Bumpy lending ride continues
26 Jul 2017 Adviser complaints up 70pc
26 Jul 2017 New data shows property investor lending way down
26 Jul 2017 Healthy homes debate fires up
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