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Clear Filter
November 2007
19 Nov 2007
Adviserlink - Advice Process III: Presenting the Recommendation
19 Nov 2007
Adviserlink - Advice Process II: The Fact Find Consultation
19 Nov 2007
Banks continue slugfest
19 Nov 2007
News Round Up
18 Nov 2007
Women seeking financial security through property
17 Nov 2007
Westpac forecasts strong rent rises
16 Nov 2007
Weekly Wrap: Big noises, big words and a big litigation fund
16 Nov 2007
Sec Comm looks to go after finance companies
16 Nov 2007
Sec Comm looks to go after finance companies
16 Nov 2007
ASSET - Big tick for KiwiSaver
16 Nov 2007
New managers at St Laurence
16 Nov 2007
F&P Finance future being considered
15 Nov 2007
New CEO for Peros
15 Nov 2007
Push to insurance to be included in KiwiSaver
15 Nov 2007
Regions to be bit by stagnant property values and falling sales: Report
14 Nov 2007
Buyback facility set up for bonds
14 Nov 2007
Allied Nationwide going with S&P
14 Nov 2007
Adviserlink - Fundamentals of Investment
14 Nov 2007
More attention need on spending retirement funds
14 Nov 2007
Accessing the Water H2Opportunity
14 Nov 2007
Market review: November 2007 commentary
14 Nov 2007
Adviserlink – Business Financial Solutions
14 Nov 2007
More rate increases flow through
13 Nov 2007
DorchesterLife joins SHERPA
13 Nov 2007
South Canterbury on capital raising mission
13 Nov 2007
House sales and prices stabilising
12 Nov 2007
Adviserlink – Investment Planning
12 Nov 2007
South Canterbury on capital raising mission
12 Nov 2007
AIG boss outlines plans for NZ business
12 Nov 2007
AIG's new CEO
12 Nov 2007
News Round Up
12 Nov 2007
QV statistics confirm slowing property market
10 Nov 2007
Premiums up 6.2%
10 Nov 2007
Weekly Wrap:
10 Nov 2007
Sales recover while residential property median treads water
09 Nov 2007
The role of financial advice in KiwiSaver
09 Nov 2007
12th FundSource Annual Conference
08 Nov 2007
660 new houses for Invercargill
08 Nov 2007
Hildyard quits Tower
07 Nov 2007
Bank loan funding costs at 10 year peak
07 Nov 2007
Western Bay debenture holders get 82c in dollar
07 Nov 2007
Fidelity says interest payment maybe postponed
07 Nov 2007
Officials ponder tax treatment of HER
07 Nov 2007
Official ponder tax treatment of HER and annuities
07 Nov 2007
Kids to be taught money skills
07 Nov 2007
Regional Review: Christchurch
07 Nov 2007
Toolbox: LawAccess
06 Nov 2007
Westpac winning KiwiSavers
06 Nov 2007
New property listings in October support buyers’ market
06 Nov 2007
Brook's new client service man
06 Nov 2007
Geneva survives meeting vote
06 Nov 2007
November issue - available now
05 Nov 2007
Geneva survives meeting vote
05 Nov 2007
About
05 Nov 2007
Welcome to the Landlords Blog
05 Nov 2007
Adviserlink – Practice Management
05 Nov 2007
Will there be a guy at Geneva's meeting?
05 Nov 2007
News Round Up
05 Nov 2007
Adviserlink – Business Financial Solutions
05 Nov 2007
Investment rates continue to rise
04 Nov 2007
Propertyfinance Securities revival proposed
04 Nov 2007
Gang-house threat delivered
03 Nov 2007
Would you like to become a super successful property investor?
03 Nov 2007
Exclusive Ruby Bay offering
03 Nov 2007
Welcome home loans used
02 Nov 2007
Weekly Wrap: A spoon full of sugar to sweeten Bridgecorp pain
02 Nov 2007
RB prepares to regulate non-bank sector
02 Nov 2007
Fund flows take a hit
02 Nov 2007
Arcus appoints new man
02 Nov 2007
More commission changes for brokers
02 Nov 2007
Memo to Dalziel: Give investors protection
01 Nov 2007
Rents dip unexpectedly
01 Nov 2007
Home loan rates being tweaked
01 Nov 2007
Dunne says KiwiSaver should be compulsory
01 Nov 2007
Vestar to put package to its Bridgecorp clients
October 2007
31 Oct 2007
Mercer elevates Lewington
31 Oct 2007
ASSET - Advisers bite into PIEs
31 Oct 2007
Adviserlink - Advice Process II: The Fact Find Consultation
31 Oct 2007
Structured Finance
31 Oct 2007
Book explains tax changes
31 Oct 2007
Market shift bring opportunities and threats for investors
30 Oct 2007
Competition moves to six months rates
30 Oct 2007
FDR returns better, but more volatile
29 Oct 2007
Property indicator slips on sagging sales
29 Oct 2007
Adviserlink - Personal Risk Management
29 Oct 2007
Geneva Finance refunds customers
29 Oct 2007
Waitakere frees up land for businesses
29 Oct 2007
Liberty securitises NZ mortgages
29 Oct 2007
News Round Up
26 Oct 2007
Geneva closing branches but staying open
26 Oct 2007
Weekly Wrap: Tower takes out top award
26 Oct 2007
Class action against Bridgecorp advisers unlikely
26 Oct 2007
Tower shines in awards
25 Oct 2007
Mortgage rates newsletter. OBSOLETE, use own category
25 Oct 2007
Bollard holds rates but warns about government spending
25 Oct 2007
OCR unchanged at 8.25%
25 Oct 2007
OCR unchanged at 8.25%
25 Oct 2007
MPS announcement
25 Oct 2007
MFS taking time on growth plans
25 Oct 2007
People engaging with KiwiSaver
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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?
5 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.
6 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