[Opinion] Life advisers need a mindset change: away from ‘we sell’ to ‘we advise’.

Opinion: Selling is essential in life insurance, but as necessary as it is, it must now be accompanied by suitable advice. We live in a new advice environment – changes are likely needed from what we did before because there are several new expectations.

Opinion:  Selling is essential in life insurance, but as necessary as it is, it must now be accompanied by suitable advice. We live in a new advice environment – changes are likely needed from what we did before because there are several new expectations.



Advisers must be competent enough to give advice with due care diligence, skill and competence – advisers must know their stuff!

Clients ...MORE»

Another KiwiSaver scheme joins the market Thursday, April 17th, 7:33AM  2 comments Consilium is launching an own brand KiwiSaver to sit alongside its premium KiwiWrap scheme. MORE»

Elevation Capital joins forces with Blackbull analyst Eden Bradfield Wednesday, April 16th, 8:28AM Elevation Capital founder Chris Swasbrook is expecting that the huge following Blackbull Markets analyst Eden Bradfield has built up will be instrumental in helping to grow the size of his firm’s funds under management, currently $175 million. MORE»

Non-banks may offer lower rates under deposit insurance scheme

A soon-to-be-introduced deposit insurance scheme – one of the largest changes to New Zealand’s financial system in some time – will offer greater protection to Kiwi investors, but could see deposit interest rates fall significantly, according to a new report.

Administered by the Reserve Bank of New Zealand, the Deposit Compensation Scheme (DCS) is a formal, government-backed guarantee of deposits in New Zealand banks and other licensed deposit taking institutions. The scheme, expected to be introduced in July this year, will provide ‘deposit insurance’ for up to $100,000 per depositor, per institution.

Professor David Tripe, director of Gold ...MORE»

Data privacy and accuracy top AI fears Friday, April 11th, 8:18AM A snapshot of AI use by financial planners globally has found more than half are using it in their businesses despite sharing some of the common concerns with other professions about the rapid technological shift. MORE»

Volatility and Illiquidity to become KiwiSaver norm Thursday, April 10th, 6:08AM Advisers will need to do plenty of client hand-holding as balances increasingly battle volatility and managers delve into more illiquid assets, according to research house Morningstar. MORE»

News Bites

TA Associates deal to buy Craigs stake clears hurdles

Craigs Investment Partners shareholder have approved a proposal to sell a 50% share in the company to global private equity firm TA Associates. MORE»

GoodReturns TV

[GRTV] Antipodes portfolio manager discusses emerging markets fund's potential amid volatility

Antipodes Portfolio Manager John Stavliotis discusses the opportunities in emerging markets, their strong growth potential and diversification benefits.  MORE»

Economic vandalism

With Donald Trump having delivered a seismic shock to world trade, and then “back-flipped,” the benefit of a adopting a “cool head” has never been more apparent. MORE»

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[Opinion] Life advisers need a mindset change: away from ‘we sell’ to ‘we advise’.

Opinion: Selling is essential in life insurance, but as necessary as it is, it must now be accompanied by suitable advice. We live in a new advice environment – changes are likely needed from what we did before because there are several new expectations. MORE»

TMM Online

Sitting back and taking a calm attitude

Westpac is sticking to its forecast of a 3.25% OCR bottom. MORE»

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Generate promotes one of its distribution team

Generate appoints Marc Grigg as national investment distribution manager. MORE»

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Volatility and Illiquidity to become KiwiSaver norm

Advisers will need to do plenty of client hand-holding as balances increasingly battle volatility and managers delve into more illiquid assets, according to research house Morningstar. MORE»