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Clear Filter
May 2019
23 May 2019
Small banks fire warning on capital requirements
23 May 2019
[GRTV] We have to prove we are not the bad guys: Ballantyne
23 May 2019
COMMENT: Why the new standards are not the answer
23 May 2019
Salt makes two key appointments
23 May 2019
[GRTV] Good conduct and culture drives out the snake oil
23 May 2019
FundSource finally sold - Sort of
22 May 2019
NZ shares edge up; Infratil gains after placement
22 May 2019
LVR restrictions stabilise property market: RBNZ
22 May 2019
[GRTV] Good conduct and culture drives out the snake oil
22 May 2019
What landlords can't ask tenants
22 May 2019
Pepper makes NZ BDM hire
22 May 2019
Advisers put in hours of unpaid work
22 May 2019
Aegis on the block - potentially
22 May 2019
Calastone makes switch to blockchain
21 May 2019
NZ shares fall; ComCom's early fibre views knock Chorus
21 May 2019
Pepper makes NZ BDM hire
21 May 2019
Warning: insulation deadline looming
21 May 2019
Prospa adds to team
21 May 2019
Prospa's rapid growth
21 May 2019
PE of 1
21 May 2019
Leave good client outcomes to advisers: Whyte
21 May 2019
[GRTV] Code gets eight out of 10 from long-time critic
20 May 2019
Banks shares rise on back of Australian election results
20 May 2019
[GRTV] Code gets eight out of 10 from long-time critic
20 May 2019
Wellington City price glow spreads
20 May 2019
Non-bank Pepper teams up with Astute
20 May 2019
Australian election a win for advisers
20 May 2019
Consilium Wrap on track for $4b
20 May 2019
Degree work continues despite Code opting for Level Five
19 May 2019
Fidelity Life team up for award
17 May 2019
Quiet trading on NZX ahead of upcoming earnings; Market finishes higher
17 May 2019
Don’t count on a market upturn
17 May 2019
Reserve Bank forces ANZ to increase risk capital by 60%
17 May 2019
Standards set to cost
17 May 2019
Mortgage Link inks deal with international group
17 May 2019
Insurer, client disagree over what makes an 'earner'
17 May 2019
[GRTV] No back-down from Level Five, Dale-Jones says
16 May 2019
Mortgage Link ties up with real estate firm
16 May 2019
Support for Christchurch call
16 May 2019
NZ shares extend gain in increasingly volatile market; Chorus gains
16 May 2019
Prospa plans IPO
16 May 2019
FMT cuts rates on commercial lending
16 May 2019
[GRTV] No back-down from Level Five, Dale-Jones says
16 May 2019
More bright spots emerge
16 May 2019
FADC hands down its punishment in non-disclosure case
16 May 2019
AIA appoints Vitality coach
15 May 2019
FSC and Workplace Savings NZ merge
15 May 2019
Dunedin insurance broker ordered to pay Asteron $371K
15 May 2019
NZ shares outperform global rally as low rates bolster local outlook
15 May 2019
FMT in $50 million commercial offer
15 May 2019
Bluestone replaces BDM
15 May 2019
Resimac's Jackson on commissions; Bluestone appoints new BDM
15 May 2019
Rental property confidence dims
15 May 2019
Code creates opportunities for quality mark
14 May 2019
NZ shares fall as Infratil flags equity raising for Vodafone deal
14 May 2019
Caution urged on financial safeguards
14 May 2019
Consilium apppoints new Auckland BDM
14 May 2019
Latest house sales data not flash; Westpac reckons market will rebound
14 May 2019
NZ sales on downbound train
14 May 2019
Advisers' need for research a benefit, not a hindrance: Douglas
13 May 2019
Trustpower hits record on special dividend; Tip Top sold
13 May 2019
It’s the law: Healthy Homes standards
13 May 2019
Nikko expands team
13 May 2019
FMA dishes out AML warnings
13 May 2019
Odd priorities – and how some are resolved
13 May 2019
NZFSG gets its on loan product; Adrian Orr explains OCR cut decision
13 May 2019
NZFSG rolls out its own mortgage product
13 May 2019
COMMENT: Ring-fencing impact likely to be limited
13 May 2019
Partners Life: This is what good advisers do
12 May 2019
[GRTV] New thinking needed around retirement savings
11 May 2019
[GRTV] Orr explains why the RBNZ cut the OCR
11 May 2019
Westpac predicts house price boom but no more OCR cuts
11 May 2019
Who loves property the most?
10 May 2019
US-China trade wars hurt NZ shares
10 May 2019
Insurers can't ignore Royal Commission: Mason
10 May 2019
Opportunity in Auckland bitcoin house sale
10 May 2019
BNZ, ASB latest to cut rates
10 May 2019
Pie seeks investment support for growth plans
09 May 2019
NZ shares extend gain on low-rate tailwind; Vista at record
09 May 2019
Cigna to support kids' mental health
09 May 2019
Adviser issues identified in capital markets
09 May 2019
Rates tumble; Advisers react to new code
09 May 2019
Mortgage rates hit new lows after OCR cut
09 May 2019
OCR cut to boost market
09 May 2019
Insurers tackle genetic testing
09 May 2019
Code: That's all?
08 May 2019
Shares stage late rally after OCR cut
08 May 2019
Advisers react to new Code
08 May 2019
OCR cut to 1.5%: could it fall even further?
08 May 2019
OCR Decision: Rate Cut to 1.50%
08 May 2019
OCR decision revealed
08 May 2019
Investors deserve clearer insights
08 May 2019
Beware unauthorised trades work
08 May 2019
What the new Code means for advisers; Top broker loses court battle
08 May 2019
New code: Shorter, sharper than draft
08 May 2019
Incentive reform: Opportunities missed
07 May 2019
Investors chase yield in low-rate environment and push shares higher
07 May 2019
Code finally approved; New Resimac CEO; SBS goes low
07 May 2019
Code of Conduct approved
07 May 2019
No let-up in Kiwis love for property
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Latest News
Barrass resigns as FMA chief executive
2 min read
FMA asks: How well are you looking after client money?
4 min read
AIA moves into wealth with annuity launch planned
3 min read
Kernel grown from plucky start-up to a genuine disruptor
3 min read
Latest Comments
Who is responsible for notifying policy changes?
Of course it is the responsibility of the insurer to clearly communicate with its Policy holders, and Advisers together, regarding all changes on a Policy. There is at least one insurer that feels that a simple email to the Advisor on every Anniversary renewal is a bit too much for them! The Advisor has to be pro-active and chase renewal communications every year through the Insurer's website. Where is the responsibility of the insurer there?
14 hours ago Porus Kateli
Fidelity Life sold to Partners
Can the New Zealand Life Insurance afford further shrinkage? With AIA performing so poorly options to insure will fall to just Partners, Asteron ( Acenda) and Chubb for mainstream Life Insurers. Of course there is PSP but they have a very small, targeted client group.
15 hours ago Quality Advice
AIA moves into wealth with annuity launch planned
This is great news indeed, well done AIA. I hope you were able to solve the tax treatment which plagued this cornerstone product.
1 day ago Goldcard
FE Investments in receivership
Fei , trustees still hold large of money not yet refund fully.
2 weeks ago Raymond Yang
Who is responsible for notifying policy changes?
There is no doubt the obligation is on the insurer who the contract is with. Clearly it would be prudent for an adviser to assist once given clear information by an insurer to assist with the communication but to extend this further. For an insurer to attempt to slide this onto an advisers plate is abdication. The adviser can not change the contract.
2 weeks ago Darryl Scott