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Clear Filter
June 2022
02 Jun 2022
Mixed messages – What still elevated levels of M&A activity may be telling us that the stock market is not
01 Jun 2022
Pacific Edge leads NZ shares higher
01 Jun 2022
Further falls in lending volumes
01 Jun 2022
Centrix reports further falls in lending
May 2022
31 May 2022
[OPINION] Insurance overhaul long overdue, yet consumer benefits by no means assured
31 May 2022
Mortgage Lab takes on new advisers
31 May 2022
SIFA takes new approach to adviser conference
30 May 2022
Westpac NZ wins RBNZ satisfaction
30 May 2022
a2 Milk drives NZ shares higher
30 May 2022
Tougher insulation rules date for new homes could be pushed out
30 May 2022
Clawbacks questioned in Australia; Should the same happen here?
30 May 2022
Australian advisers told clawbacks are “unnecessary”
30 May 2022
Ark explains its ‘dramatic under-performance’ to Kiwi investors
29 May 2022
[PODCAST] Building a successful business
27 May 2022
NZ shares slide into the weekend
27 May 2022
[The Wrap] Is an advice crisis brewing?
27 May 2022
Another key appointment at Mosaic
27 May 2022
Basecorp raises more funds
27 May 2022
Basecorp secures more funding
27 May 2022
Lending on new mortgages plummets
27 May 2022
FMA offers assistance over FAP “areas of concern”
26 May 2022
NZ shares fall as earnings disappoint
26 May 2022
Experts question interest rate forecasts; Pepper gets new NZ boss
26 May 2022
Pepper gets new NZ boss
26 May 2022
[GRTV] It's time to rethink responsible investing
26 May 2022
Floating rate the first likely victim of big OCR rise
26 May 2022
Reserve Bank predicting house price fall of 14% as market turns rapidly
26 May 2022
Fidelity Life rolls out marketing toolkit
26 May 2022
Top ethical managers named
25 May 2022
F&P Healthcare drags NZX 50 lower
25 May 2022
OCR up 50pts: Here is what the bank said
25 May 2022
Yep, OCR up 50 basis points
25 May 2022
Most borrowers ahead on payments
25 May 2022
The new-client conveyor-belt is broken
25 May 2022
Government needs to better fund FMA: Industry
24 May 2022
NZ shares fall even as Pushpay climbs
24 May 2022
Most borrowers ahead on payments
24 May 2022
Illegal car removals costs landlord thousands of dollars
24 May 2022
Announcing Property Development School: 7-Module Zoom Course
24 May 2022
Fund managers seek clarity on FMA’s expectations on fees and commissions
23 May 2022
AFT leads NZ shares higher
23 May 2022
Brace yourselves: Big OCR hike predicted this week
23 May 2022
Another 50 point OCR jump forecast
23 May 2022
Rents rise and rise
21 May 2022
[The Wrap] Three things we learnt from the FMA Value for Money report
20 May 2022
Positive earnings lift NZ sharemarket
20 May 2022
Beating the long-term average
20 May 2022
Allbirds, from darling to disaster
20 May 2022
Fund managers silent on FMA’s hard-hitting fees and commissions report
19 May 2022
US dive brings down NZ stocks
19 May 2022
First Home Loans house caps removed
19 May 2022
Heartland Bank announces new CEO
19 May 2022
House price caps off First Home Loans
19 May 2022
Cigna plans income protection offer for grads, tweaks eApp
19 May 2022
The next property frontier
19 May 2022
[WATCH] How would God's portfolio perform?
18 May 2022
FMA ramps up opposition to trail commissions
18 May 2022
Meridian leads NZ stocks higher
18 May 2022
Prices for development land set to skyrocket
18 May 2022
Are your clients happy?
18 May 2022
Conduct bill into new phase
17 May 2022
NZ shares slide on recession risk
17 May 2022
Complaints expected to rise
17 May 2022
CBD retail and recovery chances
17 May 2022
Borrowers in difficulty need to deal with it early
17 May 2022
How do adviser businesses grow?
17 May 2022
NZ Super Fund hit hard by global market volatility
16 May 2022
NZ shares fall as Ryman drops 7%
16 May 2022
Brian Gaynor dies
16 May 2022
ASB expects an inflation adjusted 20% drop in house prices
13 May 2022
NZ and Aussie dollars drop to two-year low
13 May 2022
[GRTV] AIA rolls out direct life insurance plans
13 May 2022
Interest rates biting investors as market correction kicks in
13 May 2022
Conduct requirements a step closer
12 May 2022
Hot inflation sends shares lower
12 May 2022
[OPINION] Budget 2022 should back build-to-rent communities
12 May 2022
Massive housing shortage turning but rental crisis looming
12 May 2022
Financial Advice New Zealand hopes for COFI changes
11 May 2022
NZ shares stabilise after slide
11 May 2022
Magellan appoints new CEO
11 May 2022
Tricky turbulent transition
11 May 2022
Generate cuts fees, launches new KiwiSaver funds
10 May 2022
NZ stocks struggle against dismal international headwinds
10 May 2022
Ethical Investment conference and awards details
10 May 2022
Westpac predicting 15% fall in house prices
10 May 2022
Westpac’s results more good news for advisers
10 May 2022
Fidelity Life turnaround promise
10 May 2022
Mosaic adds two principal consultants
10 May 2022
Nadia Lim comments throw ESG into sharp relief
10 May 2022
Westpac’s results more good news for advisers
09 May 2022
Shares tumble as China tightens lockdown
09 May 2022
Westpac profit falls but says the result is solid
09 May 2022
Asset sale helps as major bank wrestles with RBNZ criticism
09 May 2022
[OPINION] Top RI adviser speaks out on Nadia Lim furore
09 May 2022
Amplifi buys first financial planning business
07 May 2022
Want crypto, clean energy or property with your KiwiSaver?
06 May 2022
NZ shares had a bad hangover after a rough night globally
06 May 2022
Latest lending volumes revealed
06 May 2022
New mortgage lending still slim
06 May 2022
Fund managers blacklist firm
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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