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Clear Filter
January 2021
28 Jan 2021
The Co-operative Bank lures first home buyers with 2.09% rate
28 Jan 2021
Massey University adviser training open for business
27 Jan 2021
A2 Milk lifts NZ shares
27 Jan 2021
Saturn Advice adds two stars to their constellation
27 Jan 2021
Newly Minted analyst joins the ranks
27 Jan 2021
New Mortgage Express adviser in Hawke's Bay
27 Jan 2021
Turnaround time improvement?
27 Jan 2021
Turnaround time improvement?
27 Jan 2021
ARK Fund brings in new KiwiSaver clients through disruptive innovation
26 Jan 2021
Shares fall as covid case causes concern
26 Jan 2021
(Nearly) top marks for Fidelity Life
26 Jan 2021
Calls to risk weight investor loans
26 Jan 2021
MJW KiwiSaver survey reveals balanced and growth fund overlaps
25 Jan 2021
Turbulent skies for travel stocks
25 Jan 2021
Call to risk-weight investor loans
25 Jan 2021
Warning over fee for service disputes; TSB, Kiwibank rate cuts
25 Jan 2021
Warning on fee for service charges
24 Jan 2021
On the industry play-list: four chart-topping regulations for 2021
22 Jan 2021
F&P Healthcare propels share market higher
22 Jan 2021
Rate cuts continue at ASB, BNZ, Kiwibank
22 Jan 2021
ASB, BNZ, Kiwibank slash rates
22 Jan 2021
NZX Wealth Technologies adds another client and expects more
21 Jan 2021
NZ stocks, dollar rally as Democrats prepare stimulus
21 Jan 2021
Westpac drops negative OCR call; Changes to ASB broker team
21 Jan 2021
Westpac drops negative OCR call
21 Jan 2021
New ASB broker team
20 Jan 2021
FADC finds against AFA in Code of Conduct case
20 Jan 2021
F&P Healthcare pushes share market higher
20 Jan 2021
Exemption given for Australian advisers allowed to work in NZ
20 Jan 2021
Mortgage price wars heat up
20 Jan 2021
ANZ rate cut; Market momentum continues; Mortgage Express hire
20 Jan 2021
Market momentum tipped to continue
20 Jan 2021
Mortgage Express adds ex-Westpac man
20 Jan 2021
FMA seeks consultation on investor exclusion exemption notice
19 Jan 2021
Shares snap six-day slide
19 Jan 2021
Why we won't get negative rates
19 Jan 2021
Why we won't get negative rates
19 Jan 2021
Five reasons why responsible investment will keep growing
18 Jan 2021
NZ shares fall for sixth session
18 Jan 2021
Be clear on clawbacks
18 Jan 2021
Be clear on clawbacks
18 Jan 2021
Effective vaccine, better earnings spur on markets
15 Jan 2021
NZX 50 finishes the week down 3 percent
15 Jan 2021
Lending predictions for 2021; Nelson Building Society cuts rates
15 Jan 2021
Lending predictions for 2021
15 Jan 2021
Adviser only KiwiSaver scheme launches
14 Jan 2021
Shares flat as smelter deal emerges
14 Jan 2021
ANZ predicts fewer OCR cuts
14 Jan 2021
ANZ drops negative OCR forecast
14 Jan 2021
ANZ predicts fewer OCR cuts
14 Jan 2021
Complaint levels show health of industry and market
13 Jan 2021
Shares slip with investors cautious
13 Jan 2021
Chatswood Consulting unveils new adviser web review service
13 Jan 2021
Advisers sceptical of turnaround time improvement
13 Jan 2021
Little hope on turnaround times
13 Jan 2021
FSCL warns investors to beware of cryptocurrency scams
12 Jan 2021
Equities and dollar retreat as bond yields climb
12 Jan 2021
November mortgage lending jumps to $9.2 billion
12 Jan 2021
Record mortgage lending in November
12 Jan 2021
Ponzi perpetrator Barry Kloogh not forced to pay reparations
11 Jan 2021
Shares tumble as investors return to work
11 Jan 2021
Westpac launches lowest-ever big bank rate
11 Jan 2021
Lowest-ever big bank rate from Westpac
09 Jan 2021
FNZ challenges regulator's decision
08 Jan 2021
NZX 50 finishes first week of 2021 up 3%
08 Jan 2021
[Opinion] Embracing change key to supporting advice
07 Jan 2021
Meridian Energy shares keep on defying gravity
07 Jan 2021
Warning over retirement spending issued
02 Jan 2021
Pros and cons with life policy structures
02 Jan 2021
Predictions for 2021 – from the Laird’s Desk
December 2020
31 Dec 2020
Getting to Know: Rob Everett
30 Dec 2020
Kiwi nears three-year high; NZX50 falls
29 Dec 2020
NZX50 soars as Meridian joins $20b club
29 Dec 2020
Property investor survey; The case for SME lending
29 Dec 2020
PROPERTY INVESTOR Survey - Please take part
29 Dec 2020
Access to capital is key to rebooting our small business economy
29 Dec 2020
Complaints are growing but that is good news says FSCL
27 Dec 2020
Crypto heading into the mainstream
25 Dec 2020
[The Wrap] Reflecting on a year of surprises
24 Dec 2020
Merry Christmas for the local stock market
23 Dec 2020
Records tumble as NZX50 cracks 13,000
23 Dec 2020
Renewables power to new highs
23 Dec 2020
FMA’s latest licence numbers show advisers are poised for change
22 Dec 2020
NZ shares outperform Asia as blue chips bounce back
22 Dec 2020
Is the housing market cooling off?
22 Dec 2020
Is the housing market cooling off?
21 Dec 2020
Covid resurgence slaps down kiwi dollar, NZ shares
21 Dec 2020
[The Wrap] What's the point of the FADC?
21 Dec 2020
Big banks say no to 40% investor deposits
21 Dec 2020
Big banks say no to 40% investor deposits
21 Dec 2020
Fine details of FSLAA revealed
21 Dec 2020
Select Wealth sticks with MMC
18 Dec 2020
Shares plummet as A2 shocks market
18 Dec 2020
How will 40% deposit requirements affect the market?
18 Dec 2020
How will 40% deposit requirements affect the market?
18 Dec 2020
Trail CRM to launch aggregator group
17 Dec 2020
NZ equities and dollar follow GDP higher
17 Dec 2020
Trail CRM to launch aggreggator group
17 Dec 2020
Partners snares BNZ Life
16 Dec 2020
Investors in a better mood and drive sharemarket higher
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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?
4 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.
5 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