What I Do!

In 30 Seconds



You must install Adobe Flash to view this content.

 

Quick Tip:


Build a GREAT Practice

While you are researching...research us too...

Adviser Performance, Practice and Profitability.

It's what we are about   p_1.png

 

...but see what others say about it and then make up your own mind...

To find something in particular on the website:

Research for NZ Financial Advisers

Information of a more academic, technical or strategic nature with a particular focus on marketing, future trends, and professional development globally. 

Motivating People For Retirement

Whitepaper: Consolidation in the insurance industry

Understanding Great Investors

Using Task Analysis To Define Jobs Related To Personal Financial Management

Kiwisaver Annual Report 2021

FMA Report: Retail Investor Platforms Research

Closing NZ's Mortality Protection Gap

The Death of Retirement Thinking

When do Investors freak out?

KiwiSaver at 14 Report

The Vanguard 2021 Index Chart

Contrasting Investors Behaviours: 2008 to 2020

FMA Report: Retail Investor Platforms Research (Aug 2021)

Adviser' Guide To Blockchain & CryptoCurrency

The State Of Financial Planning And Fees

Mastering The Moment: Independents Are The Future

World Insurance Report 2021

New Frontiers in Wealth Management

Value Of An Adviser (2021 Study)

The Evolution Of Robo-advisors Model

Advised Life Insurance Report (Australia)

The Fight for Future Markets Report

The Future of B2B Influencer Marketing

Family Wealth Unlocked - Intergenerational Transfer

The Fintech Conundrum: Who wins the future of Asset Management?

How Technology Will Redefine Asset Management Relationships

Lucking Up Until Beta Fails

Re-Thinking Life Insurance Future

Wealth Management Trends 2021

The Relationship between Complexity and Behavioral Bias

The Value Of Premium Wealth Management For Advisers

Advised Life Insurance: Commission v Fee (exec summary)

Financial Services Trends Report 2020

Managing Risk In Volatile Markets & The Role Of Financial Personality

Coronavirus & Commercial Insurance

Covid19: NZ Economic Insights Paper

The Evolving Role Of Behavioural Finance In 2020

Earning Investors Trust

Trust in Advice in NZ Report

Kiwisaver Annual Report 2020

KiwiSaver at 13

MyFiduciary & FMA Report (Aug 2020) - Kiwisaver Active V Passive

2020 NZ life insurance sector report

NZ SME Index 2020

Money and You - NZ Research (August 2020)

After The Storm: Global Wealth Management 2020

Wealth Management Trends 2020

Mitigating The Impact Of Advisers Behavioral Bias

Advice Technology Adoption Report

Kiwi Wealth: State of the Investor Nation (February 2020)

The Maths Of Value & Growth

Insurance Futures: Global trends reshaping the landscape through to 2035

NZ Consumer Research: Money & You (June 2020)

Coronavirus & Commercial Insurance Lessons

The Relationship Between Complexity and Behavioral Bias

Impact of Covid-19 On Financial Wellbeing - May-2020

The Future of Life and Insurance in Australia 2020

AI Leaders In Financial Services

The Macroeconomics Of Pandemics

Understanding The Client-Adviser Relationship (research-based report)

Data Driven Insurance

AI: The New Physics of Financial Services

How Asset Managers Are Becoming More Customer Centric

Sales Inducements In The Asia-Pacific Region

The Rise of Robo-Advice

Life Insurance Trends 2020

Insurance Trends 2019

The State Of Client Understanding

2019 Elite Adviser Study

2019 Adviser Technology Use Research

Winning Propositions

 

Fiduciary Duties of Investment Intermediaries (UK Law Commission Report)

 

 

 

 
Tony Vidler: tony@strictlybiz.co.nz