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Clear Filter
May 2020
13 May 2020
Finzo develops 360 integrated solution
13 May 2020
Westpac goes sub 3%; The Co-operative Bank cuts rates
13 May 2020
Wealthpoint advisers ‘cautiously optimistic’
13 May 2020
FSCL: Keep in touch with clients
12 May 2020
Choppy trading on market but tide rises
12 May 2020
Westpac goes sub 3%, The Co-operative Bank cuts rates
12 May 2020
$1.5 billion in claims paid, FSC says
12 May 2020
Insurers hoping for loyalty out of Covid-19 offers
12 May 2020
Elephant in the room at level two
12 May 2020
TSB and ANZ launch sub 3% rates; Advisers plan return to the office
12 May 2020
Advisers plan return to the office
12 May 2020
Reconciling wants to needs
12 May 2020
OBITUARY: Janet Brownlie
11 May 2020
Back to the office on Thursday (if you want)
11 May 2020
Cigna offers enhancements, online quote tool
11 May 2020
Market rises as the economy reopens; Sky TV soars
11 May 2020
TSB drops one year rate to 2.89%, ANZ to 2.99%
11 May 2020
There’s life in the market yet
11 May 2020
Your last chance to win; What will happen to the OCR this week?
11 May 2020
OCR Preview: Economists predict rate will stay on hold
09 May 2020
Advisers caught by rebate time limit
08 May 2020
NZ shares rise as leisure economy set to resume
08 May 2020
Investors expect road ahead to be tougher
08 May 2020
Fidelity Life makes board appointment
08 May 2020
AMP puts stop to wealth management sale plans
08 May 2020
FSCL reports email breach
08 May 2020
ASB and Kiwibank launch sub 3% mortgages; Pepper hires two new BDMs
08 May 2020
Two new BDMs at Pepper Money
08 May 2020
Let’s have the grown-up in charge
08 May 2020
Level the KiwiSaver default playing field
08 May 2020
ASB and Kiwibank trigger price war with 2.99% mortgages
07 May 2020
Financial advisers should get Budget boost: Shanks
07 May 2020
Real estate in level two
07 May 2020
Level 2 details boost Tourism Holdings, Restaurant Brands
07 May 2020
ISG on acquisition trail thanks to Covid 19
07 May 2020
Markets price in strong chance of 0% OCR
07 May 2020
Market enters unknown waters
07 May 2020
Displays of emotional intelligence from advisers is more likely to earn trust than digital literacy
07 May 2020
MDRT waives production requirements
07 May 2020
INVITE: Partners Life mini-conference
06 May 2020
Pandemic will reset all markets, economist says
06 May 2020
Capital investor calls for commercial rates moratorium
06 May 2020
NZ shares rise as Pushpay climbs to new heights
06 May 2020
Judge keeps Ross ponzi class action alive
06 May 2020
What does the future hold for oil?
06 May 2020
Housing market will take two years to recover
06 May 2020
Insurance adviser conduct obligations
06 May 2020
Housing market will take two years to recover
06 May 2020
MPs prefer super savings and property
06 May 2020
Market enters unknown waters
05 May 2020
Investors find hope in a trans-Tasman bubble
05 May 2020
Uncertain future for commercial development
05 May 2020
Familiar face moves into general insurance
05 May 2020
Westpac expects loan impairments; New record low mortgage
05 May 2020
SiFA: CoFI needs complete rewrite
04 May 2020
Whineray takes a pay cut
04 May 2020
Dealer groups should strengthen: AIA
04 May 2020
NZ shares rise in late rally as blue chips gain
04 May 2020
Contactless solution for rental viewings
04 May 2020
New record low mortgage rate at 2.8%
04 May 2020
Sharecare tackles lockdown strife
04 May 2020
SuperCity sales fall 50% in lockdown
04 May 2020
Westpac loan impairments soar to $211 million
04 May 2020
NZ Funds adds to investment expertise
04 May 2020
End of LVR rules: advisers react
04 May 2020
[The Wrap] Lockdown low down (have advisers taken their own advice?)
04 May 2020
End of LVR rules: advisers react
02 May 2020
NZ Funds cuts ties with Morningstar
01 May 2020
Investor fatigue sets in after April rally
01 May 2020
Majority of MPs qualify as property investors
01 May 2020
Insurance FAQs for uncertain times
01 May 2020
Advisers inch closer to writing 50% of ANZ's loans
01 May 2020
Have your say and be in to win; Advisers write more and more ANZ loans
01 May 2020
The active passive debate continues ...
April 2020
30 Apr 2020
Tech adoption a pandemic positive: Hill
30 Apr 2020
NZ market a better performer in slump: Morningstar
30 Apr 2020
Kloogh gets sentencing date
30 Apr 2020
Reserve Bank ends LVR restrictions
30 Apr 2020
Investors cash in April's gains' NZX down
30 Apr 2020
Reserve Bank ends LVR restrictions
30 Apr 2020
Govt considers commercial rent relief solutions
30 Apr 2020
Insurers weigh up pandemic impact
30 Apr 2020
Covid-19 could strike REITs a hard blow
30 Apr 2020
Lending strong – before lockdown
29 Apr 2020
NZ market still not 'tempting'
29 Apr 2020
NZX drops after rally; Property stocks sold down
29 Apr 2020
Lending strong – before lockdown
29 Apr 2020
What alert level three means for landlords
29 Apr 2020
Non-banks see surge in demand
29 Apr 2020
Non-banks see surge in demand
28 Apr 2020
New Zealand 'below average' for investors, Morningstar says
28 Apr 2020
Shares rise as investors anticipate swift move to level 2
28 Apr 2020
NZFSG CEO predicts a post-Covid market; OCR to fall below zero?; Westpac rate cuts
28 Apr 2020
NZFSG CEO's predictions for a post-Covid-19 market
28 Apr 2020
Pricing strategy – choices and their meanings
28 Apr 2020
Could the OCR drop below 0%?
27 Apr 2020
Here's when Partners Life will check in on you
26 Apr 2020
Here's how you can operate at level three
24 Apr 2020
NZ shares fall as investors wait for economy to reopen
24 Apr 2020
[GRTV] Managing KiwiSaver in a pandemic
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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?
6 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.
7 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