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Clear Filter
May 2024
30 May 2024
NZ sharemarket falls 1% to near-low for year
30 May 2024
New Partners boss presents his plan to advisers
30 May 2024
[Opinion] Trauma reinstatement/buyback advice to client must be accurate
30 May 2024
FMA FAP report card; Budget briefing
30 May 2024
Lending could get harder
30 May 2024
Out Now: FAP report card
29 May 2024
F&P Healthcare, Mainfreight gains not enough to lift NZ sharemarket
29 May 2024
LoanOptions gets new local BDM
29 May 2024
Co-op bank gallops ahead of the market; CCCFA changes could remove personal liability on directors and senior managers
29 May 2024
CCCFA changes could remove personal liability on directors and senior managers
29 May 2024
Simplicity Living completes new homes, thematic fund ramps exposure
29 May 2024
Co-op bank gallops ahead of the market
28 May 2024
Mixed bag of results takes NZ sharemarket down 0.5%
28 May 2024
Former NTL boss fined $100K
28 May 2024
RBNZ activates DTI restrictions
28 May 2024
RBNZ pushes go button on DTI restrictions
28 May 2024
[GRTV] Public aware that ignoring climate change is ignoring investment risk
27 May 2024
Vista move dominates NZ sharemarket
27 May 2024
Stuck in the slow lane; KAN gets its own PI scheme
27 May 2024
First home buyers making hay, investors MIA
27 May 2024
Stuck in the slow lane
27 May 2024
Time for a new commission model
27 May 2024
Kiwi Adviser Network gets its own PI scheme
27 May 2024
Generate adds new board member
24 May 2024
Dimming faith in interest rate cuts give NZ market the jitters
24 May 2024
Kathie Tutty promoted to chief underwriter at Asteron Life
24 May 2024
No shift on KiwiSaver balance gender gap
24 May 2024
Govt looks to shake up disputes resolution schemes
23 May 2024
Positive reporting and speculation drive sharemarket higher
23 May 2024
The good and the bad news from the OCR announcement
23 May 2024
Good and bad news for home owners from RBNZ
22 May 2024
Yes there were surprises in today's OCR announcement
22 May 2024
Rollercoaster ride for NZ sharemarket as inflation reaction drives investors
22 May 2024
RBNZ pushes out first OCR cut into 2H 2025
22 May 2024
BREAKING: OCR remains restrictive
22 May 2024
BREAKING: OCR 5.50% - Official Cash Rate to Remain Restrictive
22 May 2024
Stay safe from cyber attacks
22 May 2024
Shorter settlement times coming for US and Canadian trading
21 May 2024
NZ sharemarket dips despite positive earnings reports
21 May 2024
Debt-to-Income (DTI) borrowing at lowest levels since 2017
21 May 2024
National Capital: Women should back themselves on investment
21 May 2024
DTI borrowing at lowest levels since 2017
20 May 2024
Positive Gentrack result gives sharemarket a boost
20 May 2024
[OCR forecasts] No celebrations just yet
20 May 2024
No celebrations just yet
20 May 2024
AIA Wellbeing Study: Vulnerable conversations ease adviser stress
17 May 2024
NZ sharemarket pauses ahead of reporting season
17 May 2024
Proposed changes to insurer remedies on non-disclosure
17 May 2024
Negative disclosure anyone? Sue Griffiths gets a new job, plus another appointment
17 May 2024
FMT adds a second Chch BDM
17 May 2024
Should advisers have to disclose who they don't work with?
16 May 2024
NZ sharemarket has biggest single-day rise in seven months
16 May 2024
Clawback periods need to be reduced; ASB, Co-operative Bank rates change
16 May 2024
Sue Griffiths gets a new job
16 May 2024
Mindful Money announces finalists for ethical and impact investing awards
16 May 2024
[UPDATED] ComCom told clawback periods need to be reduced
15 May 2024
NZ sharemarket plunges to lowest level in six months
15 May 2024
Sticky market for investors – first home buyers in control
15 May 2024
NZFSG makes significant board appointment
15 May 2024
Servicing and Commissions
15 May 2024
NZFSG adds external board member
15 May 2024
Should Kiwibank move faster on being ready for open banking?
14 May 2024
NZ sharemarket down, Ryman Healthcare up
14 May 2024
Expectations survey should cheer RBNZ before OCR review; BNZ Fixed Housing Rate Change
14 May 2024
AIA NZ appoints National Sales Manager – ASB
14 May 2024
Expectations survey should cheer RBNZ before OCR review
14 May 2024
Aurora KiwiSaver targets private assets that support business growth
13 May 2024
Fletcher brings down the NZX
13 May 2024
Advisers aid in discounting from headline rates; Kiwibank rates change
13 May 2024
Advisers aid in discounting from headline rates: ANZ
13 May 2024
BlackRock appoints Jarden man to run its climate team in NZ
13 May 2024
MDRT NZ gears up for growth
13 May 2024
Air New Zealand – brightness on the horizon?
10 May 2024
NZ sharemarket slips back into negative territory
10 May 2024
[Weekly Wrap] Money on the move
10 May 2024
Businesses holding up OCR cuts; Difference in scores a reflection of banking study
10 May 2024
Businesses holding up OCR cuts
09 May 2024
NZ sharemarket falls to near nine week low
09 May 2024
Low house prices and deposits help first home buyers
09 May 2024
[GRTV] Richard Klipin reflects on time at FSC
08 May 2024
NZ sharemarket kept afloat thanks to F&P Healthcare
08 May 2024
Mortgage borrowers hedge their bets on OCR coming down soon; ASB rates change
08 May 2024
Mortgage borrowers hedge their bets on OCR coming down soon
08 May 2024
QuayStreet and Generate prominent in Morningstar’s latest KiwiSaver results
07 May 2024
NZ sharemarket down slightly
07 May 2024
7 key takeaways from new insurance bill
07 May 2024
Difference in scores a reflection of banking study
07 May 2024
65% of mortgage customers more than 3 months ahead of repayments - Westpac
07 May 2024
Nikko relaunches its KiwiSaver proposition
07 May 2024
Westpac says 65% of mortgage customers more than 3 months ahead of repayments
06 May 2024
NZ sharemarket dragged down by THL, Spark
06 May 2024
Westpac NZ added $1.44b of mortgages in the six months ended March
06 May 2024
RBNZ is still looking in the rear vision mirror
06 May 2024
Paying the cost of bureaucratic incompetence
03 May 2024
NZ sharemarket enjoys good week with fourth gain
03 May 2024
New customers get 3-months' premium-free on Fidelity Life
03 May 2024
Don’t let perfect be the enemy of good
03 May 2024
Overhaul of insurance regulations starts
03 May 2024
ANZ exits wholesale funds management
03 May 2024
Stewardship reporting steps up in first year of code
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Latest News
MBIE confirms investigation into FMA
1 min read
KiwiSaver funds shake off Middle East tension
2 min read
Staffing cuts helped Fisher Funds lift annual net profit 21.7%
3 min read
[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