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Clear Filter
July 2018
11 Jul 2018
Proposed commission model 'cross-subsidisation'
11 Jul 2018
Time for 'green' classification system
10 Jul 2018
TSB heroes 18-month rate
10 Jul 2018
Chill Out, it’s Just a Stress Test
10 Jul 2018
[GRTV] Index funds 'saving millions in fees'
10 Jul 2018
[GRTV] The case for index funds
09 Jul 2018
[GRTV] The case for index funds
09 Jul 2018
Potential payday for purchasers of Tower book
09 Jul 2018
Another DIMS licence granted
09 Jul 2018
[GRTV] Meet Financial Advice NZ CEO Katrina Shanks
09 Jul 2018
TSB reveals new CEO
09 Jul 2018
Inner Auckland rising star
09 Jul 2018
Loan Market reveals settlement numbers
09 Jul 2018
Did the Australian Royal Commission change everything? Or had everything changed already?
09 Jul 2018
Avoid the one bank trap
09 Jul 2018
Financial Advice NZ's next challenge: Everyone else
06 Jul 2018
Loan Market settles record amount
06 Jul 2018
New alliance to up property manager standards
06 Jul 2018
Auld takes advice role
06 Jul 2018
Fiducian: Outsource manager selection, improve service for clients
05 Jul 2018
ASB predicts “mild” OCR increase
05 Jul 2018
Unregistered insurance adviser avoids prison
05 Jul 2018
The latest on Kiwibuild
05 Jul 2018
New advice rules to consider trail commissions
05 Jul 2018
New chair for Financial Advice NZ certification body
04 Jul 2018
Kiwibuild eligibility criteria revealed
04 Jul 2018
Mortgage Express targets China with Auckland hire
04 Jul 2018
SuperCity market down but not out
04 Jul 2018
TSB appoints new chief executive
04 Jul 2018
Tax working group agrees property fairly taxed
04 Jul 2018
Winter chill settles on market
04 Jul 2018
Winter chill settles on market
04 Jul 2018
Sector exclusions lazy CIO says
03 Jul 2018
Cigna rebrands to target the young
03 Jul 2018
Call for even greater commission disclosure; New role for Bailey
03 Jul 2018
New PIGS, the CANNS or SNACZ?
03 Jul 2018
Auckland listings plummet
02 Jul 2018
AIA completes Sovereign deal
02 Jul 2018
Disclose “incentives” and “perks”: Southern Cross CEO
02 Jul 2018
Scot Bailey moves to new role at Westpac
02 Jul 2018
Is vaping a new risk for landlords?
02 Jul 2018
More rate cuts; Are Special rates misleading?
02 Jul 2018
The employer’s conundrum
02 Jul 2018
Needs analysis and your advice process
02 Jul 2018
[GRTV] Meet Financial Advice NZ CEO Katrina Shanks
02 Jul 2018
Fine balance for new code
02 Jul 2018
Law changes offer greater KiwiSaver flexibility
02 Jul 2018
Commission disclosure no big deal for good advisers
June 2018
29 Jun 2018
Milford appoints distribution head
29 Jun 2018
Auckland consents reach 15 year high
29 Jun 2018
Interest rates not likely to move for a long time
29 Jun 2018
Westpac makes major commission changes
29 Jun 2018
AML break for RFAs
28 Jun 2018
Mercer gets RI tick
28 Jun 2018
Cigna cuts ties with LifeDirect
28 Jun 2018
OCR words open door for cut
28 Jun 2018
Fewer direct retail investors in NZX
28 Jun 2018
Today's OCR statement
28 Jun 2018
RBNZ leaves OCR alone; Here's why
28 Jun 2018
Mortgage lending hits two year high
28 Jun 2018
FMA: Gloves are off on AML
27 Jun 2018
Nikko appoints portfolio manager
27 Jun 2018
Hobson Wealth starts buying and selling
27 Jun 2018
Short term rental industry thriving
27 Jun 2018
Co-Op Bank moves
27 Jun 2018
FSCL warns: Roboadvice creates non-disclosure risk
27 Jun 2018
AML laws 'waste of time, money'
26 Jun 2018
[Obituary] Cary Veenhof: The BDM’s BDM
26 Jun 2018
Trustees Executors adds a new director and still searches for a chairman
26 Jun 2018
BNZ cuts; Bank staff still pressured to sell products
26 Jun 2018
Bank targets 'put customer interests at risk'
25 Jun 2018
Co-op shares $2.1m with customers
25 Jun 2018
Adviser limits fees
25 Jun 2018
Going digital for adviser businesses
25 Jun 2018
Energy city powering on
25 Jun 2018
OCR Preview: The latest outlook for interest rates
25 Jun 2018
New portfolio compliance tool comes to market
25 Jun 2018
OCR to stay on hold
25 Jun 2018
The Right Benchmark is the Bedrock of Strong Active Management
22 Jun 2018
Banks get visit from regulators
22 Jun 2018
Westpac does some matching cuts
22 Jun 2018
Four year high in migrant departures
22 Jun 2018
Foreign buyer ban hangover pending
22 Jun 2018
Former Lifetime boss acquires advice firm of the same name
22 Jun 2018
Advisers set clients on right investment path
22 Jun 2018
Construction slump slows GDP
21 Jun 2018
UDC posts profit
21 Jun 2018
Kiwis back shared equity schemes
21 Jun 2018
Interest Rate Cycles: Endings and Beginnings
21 Jun 2018
AMP appoints new chairman
21 Jun 2018
ANZ matches leader
21 Jun 2018
What makes an adviser independent, anyway?
20 Jun 2018
The correct facts about tax and rental properties
20 Jun 2018
The correct facts about tax and rental properties
20 Jun 2018
Correct facts on tax & rental properties - NZPIF
20 Jun 2018
What New Zealanders want from KiwiSaver may surprise you
20 Jun 2018
Queenstown tops NZ rent ranks
20 Jun 2018
Rating agency reviews OnePath Life
20 Jun 2018
Salt appoints chief operating officer.
19 Jun 2018
NZ Super appoints new CEO
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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?
17 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.
18 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.
2 days 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.
3 weeks ago Darryl Scott