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Clear Filter
July 2015
08 Jul 2015
Westpac loosens up apartment lending rules
08 Jul 2015
ANZ rolls out new special
08 Jul 2015
Scrap designations and replace with advisers and sales people
07 Jul 2015
The G cracks the big B mark
07 Jul 2015
Falling business confidence points to... OCR cuts
07 Jul 2015
Westpac calls for lots of OCR cuts
07 Jul 2015
Obituary - Bob Edwards
07 Jul 2015
Nikko keeps global equity focus
07 Jul 2015
Advisers may miss their chance: Cortesi
07 Jul 2015
Sovereign confirms Select sale
07 Jul 2015
Seven top tips from a property rock star
06 Jul 2015
Milford clients jump ship
06 Jul 2015
Stanley moves to sharebroker
06 Jul 2015
Westpac predicts three more OCR cuts this year
06 Jul 2015
FMA: Settlement gives investors more
06 Jul 2015
FMA targets investor knowledge
06 Jul 2015
Home unaffordability breaks records in Auckland
06 Jul 2015
Gap between Auckland prices & rents not sustainable
05 Jul 2015
Why Dealer Group QFEs isn't a far-fetched idea
03 Jul 2015
Could Auckland’s property market be slowing?
03 Jul 2015
Big bank bags Bailey
03 Jul 2015
What is the problem the FAA is trying to fix?
03 Jul 2015
ASB ditches TVs and stereos for AB gear
03 Jul 2015
Advice is about relationships, not legislation
03 Jul 2015
“Auckland effect” starts spreading
02 Jul 2015
General Finance experiencing good growth
02 Jul 2015
Thomas mints mandate with Super Fund
02 Jul 2015
Auckland values over 30% higher than previous peak
02 Jul 2015
Holy cow....more interest rate cuts predicted
02 Jul 2015
Falling dairy prices to prompt OCR cuts
02 Jul 2015
Questions to ask fund managers
01 Jul 2015
National average asking price up
01 Jul 2015
Commodity producers face a difficult year
01 Jul 2015
Mini lending boom well underway
01 Jul 2015
Please Sir, Can I borrow more
01 Jul 2015
Dealer groups should be QFEs
June 2015
30 Jun 2015
UDC gets new boss
30 Jun 2015
NZX buys wrap service
30 Jun 2015
ANZ's head of channel moves on
30 Jun 2015
New “bright line” test rules clarified
30 Jun 2015
IFA to take part in global survey
30 Jun 2015
Fall in Auckland building consents
29 Jun 2015
Coplestone becomes new disciple
29 Jun 2015
Social housing programme open to overseas buyers
29 Jun 2015
TSB's turn
29 Jun 2015
The numbers BNZ are disclosing
29 Jun 2015
QROPS now trapped in KiwiSaver funds
29 Jun 2015
Bountiful pickings in fruit bowl for canny investors
27 Jun 2015
Churn debate: Sovereign has nothing to add
26 Jun 2015
People behind FAA review changing
25 Jun 2015
Churn debate: Underinsurance the issue, not commissions
25 Jun 2015
Churn debate: Australia moves to hybrid remuneration model
25 Jun 2015
Kepa starts on wealth management
25 Jun 2015
No screams and howls on IP, but some concerns
25 Jun 2015
Competitive pricing puts pressure on bank margins
25 Jun 2015
How to become a first-class adviser
25 Jun 2015
Don’t under estimate the IRD
24 Jun 2015
Banks net interest income falls - PwC
24 Jun 2015
Will rates increases add impetus to Auckland’s rising rents?
24 Jun 2015
Income Protection unsustainable and rule book rewritten
24 Jun 2015
SBS finally moves - and what a move
24 Jun 2015
FMA tipped to crack down on more managers
23 Jun 2015
KiwiSaver members urged to ponder asset allocation
23 Jun 2015
RAM investor must return fictitious profit
23 Jun 2015
New property tax rules move a step closer
23 Jun 2015
BNZ joins the sub-five group
23 Jun 2015
Littlewood retires as Co-Director of RPRC
23 Jun 2015
AIA reports profit growth
23 Jun 2015
Milford status reviewed
23 Jun 2015
Act not serving consumers
22 Jun 2015
Showtime: Big banks v smaller lenders
22 Jun 2015
Kiwis can't see need for insurance: Research
22 Jun 2015
Milford action should boost confidence: NZSA
22 Jun 2015
"Adviser" sentenced for theft
22 Jun 2015
Migration flow sets more records
22 Jun 2015
Auckland satellite city could address supply issues
20 Jun 2015
Yield Curve: Small lenders v Big banks
20 Jun 2015
FMT adds another Auckland BDM
19 Jun 2015
Super Fund mulls what to do about Milford
19 Jun 2015
Is the FMA looking in right places?
19 Jun 2015
More banks take rates below 5%
19 Jun 2015
Under par GDP leads to OCR cut calls
19 Jun 2015
Outlook bright for award winner
19 Jun 2015
FMA keeps eye on RFAs
18 Jun 2015
Milford loses a portfolio manager
18 Jun 2015
Former broker to face jury
18 Jun 2015
Should Ozzy banks should sell NZ assets?
18 Jun 2015
FMA: Settlement better than going to court
18 Jun 2015
Milford to pay $1.5 million
18 Jun 2015
Ethical approach a business opportunity
17 Jun 2015
Time running out to get tax credit
17 Jun 2015
FAA doesn't work: Everett
17 Jun 2015
Unlock land supply – Productivity Commission
17 Jun 2015
Asking prices for all Auckland property types now over $500,000
17 Jun 2015
What is roboadvice, anyway?
17 Jun 2015
Kiwibank removes and reduces many home loan fees
17 Jun 2015
Kiwibank quietly tidies up home loan fees
17 Jun 2015
Award winner puts theory into practice
17 Jun 2015
Are all views equal?
17 Jun 2015
QROPS battle added complexity
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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