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Last Article Uploaded: Friday, March 29th, 10:40AM

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Analysing AI’s Impact on Financial Advice: Part 2

In the second part of his series on artificial intelligence Clive Fernandes looks at how the latest developments may impact financial advisers.

Friday, March 29th, 6:09AM

My previous post in this series looked at AI’s pivotal role in automating various tasks and functions in financial advice, particularly regarding back-end processes such as reconciliation, invoice processing, fund accounting, and compliance management.

However, the ongoing hype and innovations that continue impacting industries everywhere stem from…

Generative and Customer-Facing AI

Chatbots ...MORE»

US decisions likely to decide between more inflation or deflation

Thursday, March 28th, 5:02AM

The global economy is tettering between inflation and deflation and which way it leans will probably come down to about 12 US Treasury officials, according to British-based economist Andrew Hunt.

MORE»

Australian is new CEO of Guardians of NZ Superannuation

Wednesday, March 27th, 1:21PM

Australian industry veteran Jo Townsend has been appointed chief executive of the Guardians of New Zealand Superannuation.

MORE»

New winner for Fund Manager of the Year

While the usual suspects were finalists in the Morningstar Fund Manager of the Year, a new winner was announced last night.

Wednesday, March 27th, 8:06AM  1 comment

The overall fund manager of the year was NZX-owned Quay Street, which also won the KiwiSaver award.

Morningstar Australasia’s Director, Manager Research Michael Malseed said “2023 proved challenging for even the best investors – between the rate hiking cycle and the ongoing geopolitical uncertainty, it was a challenging year to navigate.”

Devon took out the domestic ...MORE»

Simplicity takes stake in tax tech company

Tuesday, March 26th, 6:40AM

Simplicity’s latest private equity investment is an 18.8% share in the parent company of two tax technology companies, Tax Traders and its startup business Taxi.

MORE»

[GRTV] Bayly wants a twin peaks model for financial regulation

Monday, March 25th, 6:23AM

Minister of Commerce and Consumer Affairs Andrew Bayly talks to Good Returns TV about his plans for financial services, why KiwiSaver reform is not top of the list and his views on financial advice.

MORE»

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Multiply partners with NZX Wealth Technologies for tech innovation

Sunday, March 17th, 4:26PM

NZXWT adds another advisory firm to its platform. MORE»

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[GRTV] A trip around investment issues with MyFiduciary’s Chris Douglas

Monday, March 18th, 6:26AM

It’s not just changes to the trustee tax tax rate that’s driving PIE growth, MyFiduciary principal Chris Douglas tells Good Returns TV. MORE»

Investments
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The cheap treat that’s getting more expensive

Monday, March 25th, 8:14AM

In this article we look forward to 2024. MORE»

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Is the illusion of knowledge holding your business back?

Friday, March 29th, 6:47AM

Steve Wright asks: Is the illusion of knowledge holding your business back by preventing you from growing your skills as an adviser? MORE»

TMM Online
  

Mortgage figures show encouraging signs of growth

Thursday, March 28th, 6:41AM

Mortgage lending has risen 28% since the disastrous February of last year when just $3.8 billion was lent – the lowest February figure since the Reserve Bank started data collection in 2014. MORE»

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Australian is new CEO of Guardians of NZ Superannuation

Wednesday, March 27th, 1:21PM

Australian industry veteran Jo Townsend has been appointed chief executive of the Guardians of New Zealand Superannuation. MORE»

KiwiSaver Sponsored by: 

Bayly will talk to coalition partners before any change to KiwiSaver

Wednesday, March 27th, 9:03AM

Minister of Commerce and Consumer Affairs Andrew Bayly says he wants to focus on capital markets and KiwiSaver providers have a part to play. MORE»

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