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Clear Filter
February 2019
01 Feb 2019
Legg Mason Brandywine Global Fund tops the ratings in NZ
01 Feb 2019
Pie Funds' London boss moves on
01 Feb 2019
Regional prices hit record highs
01 Feb 2019
Conduct, culture, and commission
01 Feb 2019
Non-bank mortgage lending soars in 2018
01 Feb 2019
Has the corporate bond market partied too hard?
01 Feb 2019
Booster adds to wine portfolio
01 Feb 2019
FoxPlan adds former MP to board
01 Feb 2019
Pipeline of new advisers could be stopped
January 2019
31 Jan 2019
Kiwi bourse joins global rally as Fed poised to keep rates low; Air NZ falls again
31 Jan 2019
NZ market out of step with Australia’s slump
31 Jan 2019
Royal Commission report due on Monday
31 Jan 2019
Interest-only lending at historical lows
31 Jan 2019
Super Fund appoint equities manager
31 Jan 2019
Govt confirms: Commission in the gun
30 Jan 2019
Air NZ warning weighs on tourism; NZ shares fall
30 Jan 2019
Interest-only lending contained: CoreLogic
30 Jan 2019
It’s a capital gains waiting game
30 Jan 2019
Advisers told: Get ready for major change
30 Jan 2019
NZ Funds appoints a UK tax expert
29 Jan 2019
CONSUMER REACTION: We told you so
29 Jan 2019
FSC REACTION: We welcome the report
29 Jan 2019
CFCC REACTION: Consumers at mercy of advisers
29 Jan 2019
Not a good day on the sharemarket amid ongoing concerns about global growth
29 Jan 2019
FINANCIAL ADVICE NZ REACTION: Consumer focus welcome
29 Jan 2019
Investors struggle as first home buyers catch up
29 Jan 2019
FMA gets its wish: Insurance sales incentives to be banned
29 Jan 2019
Resimac in senior reshuffle
29 Jan 2019
Regulators: Life insurance needs to change
29 Jan 2019
Kiwibank brings two year rate below 4%
29 Jan 2019
Life insurance BDM links up with new group
29 Jan 2019
Will anyone follow Kiwibank?
29 Jan 2019
Office business
29 Jan 2019
Environment changing for active managers: Researcher
28 Jan 2019
NZ shares edge higher; Australian, Auckland holidays sap volumes
27 Jan 2019
[The Wrap] Brace yourself for a big week
25 Jan 2019
NZ stocks inch higher ahead of earnings season
25 Jan 2019
General Finance Continues to Grow and Develop
25 Jan 2019
UDC to return $922m to investors
25 Jan 2019
Craigs adds to KiwiSaver team
25 Jan 2019
Migration lower than previous estimates
25 Jan 2019
Industry eyes tax report
24 Jan 2019
NZ shares inch higher as US shutdown sidelines investors
24 Jan 2019
Vale Jack Bogle
24 Jan 2019
Capital markets under review
24 Jan 2019
Tribunal rules for landlord in damage case
24 Jan 2019
FuturePlan a reminder to check in with clients
23 Jan 2019
NZ shares ease on global growth concerns
23 Jan 2019
Wellington rents highest in NZ
23 Jan 2019
Level five version two signed off
23 Jan 2019
Asteron makes tweaks to help customers
22 Jan 2019
NZ shares fell on global growth concerns
22 Jan 2019
What can the past two years tell us about markets in 2019
22 Jan 2019
Slow Auckland rent growth unlikely to go on
22 Jan 2019
Tough quarter for investors, fund managers
22 Jan 2019
Long-time insurance adviser remembered
21 Jan 2019
AFAs ring changes
21 Jan 2019
NZ stocks gain; investors seek value ahead of earnings season
21 Jan 2019
Strategies for new investors
21 Jan 2019
How organised are you?
20 Jan 2019
Trustee company adds National Retail Manager
18 Jan 2019
Sharemarket follow Asian markets higher on renewed hopes for China-US resolution
18 Jan 2019
[The Wrap]
18 Jan 2019
Reserve Bank proposals could force $2 billion mortgage hike: UBS
18 Jan 2019
Foreign buyer ban bites
17 Jan 2019
NZ shares get further lift from positive offshore markets
17 Jan 2019
Westpac back below 4%
17 Jan 2019
Industry ready for regulators' insurance report
17 Jan 2019
Auckland sales at 10 year low
17 Jan 2019
Wealth business pays off for banks
16 Jan 2019
Stocks rise, buoyed by dairy prices, overseas markets
16 Jan 2019
Drama absent from market
16 Jan 2019
Doing nothing 'not an option'
15 Jan 2019
Local shares drift after US stocks eased back overnight
15 Jan 2019
Markets price in 40% chance of OCR cut
15 Jan 2019
Planning fallacies – the pushy little trend
15 Jan 2019
Three hires for Mortgage Express
15 Jan 2019
Non-banks head to Hamilton and Christchurch
15 Jan 2019
Advisers sign on for regulation summit
15 Jan 2019
AIA celebrates 100 years
15 Jan 2019
Time of change: 2019 forecast
15 Jan 2019
Booster puts pressure on index funds over weapons investments
14 Jan 2019
From FMA to RBNZ
14 Jan 2019
NZ shares inch higher in tepid trade
14 Jan 2019
Harbour fixed income head moves on
14 Jan 2019
Strong growth in provinces
14 Jan 2019
Tower exec takes over Public Trust CEO role
14 Jan 2019
New year; new rates
11 Jan 2019
Govt needs to step in to annuity market: Researcher
10 Jan 2019
NZ shares fall as investors take a breather
10 Jan 2019
Advisers welcome interest-only boost
10 Jan 2019
COMMENT: How to fix the housing crisis
09 Jan 2019
Top 10 Dow Jones Industrial Average Factoids – 2018 in Review
09 Jan 2019
NZ shares gain as trade fears ease
09 Jan 2019
Ignore the chatter; take the long-term view
09 Jan 2019
Education providers tweak offers
09 Jan 2019
Premium increases: An adviser would have helped
08 Jan 2019
NZ shares get further lift on improving offshore sentiment
08 Jan 2019
Eight reasons to be optimistic about 2019
08 Jan 2019
Consumers want qualified advice
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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