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Clear Filter
December 2000
22 Dec 2000
Merry Christmas
20 Dec 2000
Morningstar's US CEO replaced
20 Dec 2000
Yes, location really matters
20 Dec 2000
Stop the takeover campaign launched
19 Dec 2000
Stock Exchange takeover defies logic
19 Dec 2000
New Zealanders in retirement want it all...but are not saving for it
19 Dec 2000
AXA New Zealand appoints new GM of Marketing
18 Dec 2000
National Bank changes horses
18 Dec 2000
What NZ insurers are doing about genetic testing
18 Dec 2000
The misuse of enduring powers of attorney
18 Dec 2000
IRD's Christmas gift to investors
17 Dec 2000
News Round Up
17 Dec 2000
Rates get a rejig
15 Dec 2000
New book release - The New Zealand Master Trusts Guide
15 Dec 2000
Prebble explains why he supports the superannuation bill
14 Dec 2000
Great Xmas Books
14 Dec 2000
PR: 1st Reading NZ Superannuation Bill
14 Dec 2000
New housing policy knocks back inflation
14 Dec 2000
Mercer's new head of research
13 Dec 2000
Still some risks with passive funds
13 Dec 2000
PR: Greens To Abstain On Super
13 Dec 2000
PR: Cullen welcomes Nat support
13 Dec 2000
PR: National Paves The Way For Rational Debate On Superannuation
13 Dec 2000
UK trusts stage a revival
13 Dec 2000
Financial planners bigger part of the landscape
12 Dec 2000
Year in review: mortgages
11 Dec 2000
AIA's parent becomes No.1
11 Dec 2000
Index funds to remain tax free
11 Dec 2000
Passive Tracker Funds Rulings Applications
11 Dec 2000
News Round Up
11 Dec 2000
Introduction to Financial Planning
10 Dec 2000
Changes at AIA
10 Dec 2000
Reduced rates ahoy!
07 Dec 2000
HIH betters its Australian parent
07 Dec 2000
Column: Don't mention the war
07 Dec 2000
BT promotes Gary Symons
07 Dec 2000
Guardian Trust moves into financial planning
07 Dec 2000
FPA Convention - Planning Pays
06 Dec 2000
Status quo on interest rates
06 Dec 2000
Managers want trust out
05 Dec 2000
Going once, going twice...
04 Dec 2000
Court of Appeal dismisses objections to Waltus proposal
04 Dec 2000
The need for diversification is greater in times of turbulence
03 Dec 2000
Battle of the Wills 2
03 Dec 2000
Advice necesary for couples under new law
03 Dec 2000
News Round Up
03 Dec 2000
CIOs to go
03 Dec 2000
Ogling the OCR
01 Dec 2000
Guardian Trust Funds Management Capital International roadshow
01 Dec 2000
Armstrong Jones OEIC Roadshow
01 Dec 2000
Armstrong Jones OEIC Roadshow
November 2000
30 Nov 2000
FMG appoints new CEO
30 Nov 2000
The war for talent fires up pay
30 Nov 2000
Guardian Trust Funds Management Capital International roadshow
30 Nov 2000
Guardian Trust Funds Management Capital International roadshow
30 Nov 2000
Armstrong Jones OEIC Roadshow
30 Nov 2000
Wizard launches Essentials loan
29 Nov 2000
Money Managers boss to the rescue
29 Nov 2000
Help for the bigger borrower
29 Nov 2000
Armstrong Jones OEIC Roadshow
29 Nov 2000
Armstrong Jones OEIC Roadshow
29 Nov 2000
Alliance Capital joins with AXA Asia-Pacific
28 Nov 2000
Superannuation Bill introduced to House
28 Nov 2000
Equitable slams Morningstar report
28 Nov 2000
PR: Let’s Debate The Scheme At Select Committee
28 Nov 2000
Investment manager retires
28 Nov 2000
Armstrong Jones OEIC Roadshow
28 Nov 2000
Fund reality check
28 Nov 2000
Armstrong Jones OEIC Roadshow
28 Nov 2000
Interest rates still to peak
27 Nov 2000
The stars fall for four managers
27 Nov 2000
PR: Super committee must be above politics
27 Nov 2000
Armstrong Jones OEIC Roadshow
27 Nov 2000
Armstrong Jones OEIC Roadshow
27 Nov 2000
Superwatch: Kiwis banking on home sales for comfortable retirement
27 Nov 2000
A brighter note for housing confidence
26 Nov 2000
News Round Up
24 Nov 2000
GSF Board announced
24 Nov 2000
Master trusts give good returns
24 Nov 2000
New Zealand a shining light: St John
23 Nov 2000
Perpetual Investment's Roadshow
23 Nov 2000
Making sense of the maze
22 Nov 2000
Court battles continue
22 Nov 2000
Perpetual Investment's Roadshow
22 Nov 2000
Tower buys AXA Health
21 Nov 2000
Premier looks at New Zealand
21 Nov 2000
An Exclusive Meeting with Rothschild
21 Nov 2000
Comparing the Online Brokers
21 Nov 2000
Perpetual Investment's Roadshow
21 Nov 2000
Household net worth still on the wane
21 Nov 2000
National housing figures down, but many regions still thriving
21 Nov 2000
Most New Zealanders expecting to eat their houses in retirement
21 Nov 2000
Cullen ignores Treasury advice
20 Nov 2000
An Exclusive Meeting with Rothschild
20 Nov 2000
An Exclusive Meeting with Rothschild
20 Nov 2000
An Exclusive Meeting with Rothschild
20 Nov 2000
One way to beat the Christmas rush
20 Nov 2000
Top jobs allocated
20 Nov 2000
News Round Up
20 Nov 2000
Introduction to Financial Planning
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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