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Clear Filter
July 2019
24 Jul 2019
FMA: Advice processes pose risk to consumers
24 Jul 2019
Simplicity adds new sales boss
24 Jul 2019
Strategi appoints chief executive
24 Jul 2019
Advisers slam Southern Cross commission change
23 Jul 2019
Market trucks on as Mainfreight and A2 hit new highs
23 Jul 2019
Changes at Loan Market and NZFSG
23 Jul 2019
Changes at Loan Market and NZFSG
23 Jul 2019
Change at top of Fidelity customer team
23 Jul 2019
Ideal client outcomes
23 Jul 2019
Make advisers discuss ethical options: Coates
22 Jul 2019
Fourth straight day of share price rises; Exporters gain; Sky leads
22 Jul 2019
Asking prices defy winter odds
22 Jul 2019
BNZ slashes two-year rate to 3.79%
22 Jul 2019
Plus4 expands in Auckland
22 Jul 2019
BNZ two-year rate down to 3.79%
22 Jul 2019
AMP loses fight over KiwiSaver ad
22 Jul 2019
Southern Cross limits trail commission
21 Jul 2019
A world of declining yields
20 Jul 2019
(The Wrap] The anatomy of the AMP shambles
19 Jul 2019
NZ shares extend gain as passive funds bolster prices; Tourism Holdings climbs
19 Jul 2019
NAB names Ross McEwan new CEO
19 Jul 2019
Low rates for a very long time: Kiwibank
19 Jul 2019
Southern Cross Health Society appoints new strategic advisor
19 Jul 2019
Kiwi takes over NAB; Non-banks react to LVR extensions
19 Jul 2019
It’s all about supply
19 Jul 2019
Hatch's egg grows
19 Jul 2019
RBNZ says no change in approach on Resolution Life's AMP purchase
18 Jul 2019
NZX50 hits record as yield stocks remain in vogue
18 Jul 2019
New BDM lands at Resimac
18 Jul 2019
Mum & Dad investors on the rise
18 Jul 2019
ASB commission changes; Two banks downgraded; New video
18 Jul 2019
Join the Loan Market Highland Park team
18 Jul 2019
ANZ and Westpac credit rating outlooks downgraded to 'negative' outlook: Fitch
18 Jul 2019
Extending LVR limits to non-banks "nanny state" idea
18 Jul 2019
Wellness for all
18 Jul 2019
AMP not the only one
18 Jul 2019
Finely balanced, markets walking a tightrope
17 Jul 2019
NZ shares edge higher in quiet trading; weaker currency buoys exporters
17 Jul 2019
Future actuary rewarded
17 Jul 2019
Big odds on an OCR cut next month; How Auckland housing is changing
17 Jul 2019
Pathfinder-backed KiwiSaver to target gender diversity
17 Jul 2019
ASB changes commission payment system. Will trail comm come?
16 Jul 2019
Shares fall for second consecutive day; AIA, FAP and ATM lead declines
16 Jul 2019
Bachcare charged with misleading consumers
16 Jul 2019
Super City changes enabled by Unitary Plan
16 Jul 2019
Have your say on Super and KiwiSaver
16 Jul 2019
Former ANZ wealth boss joins Pie
16 Jul 2019
Proposals would disrupt business models: Faafoi
15 Jul 2019
AMP share prices takes a big hit; Market down overall
15 Jul 2019
Markets price in 85% chance of rate cut: BNZ
15 Jul 2019
Compliance firm grows
15 Jul 2019
The pace of change, and why it’s important
15 Jul 2019
Changes to quake prone building system
15 Jul 2019
AMP: Resolution Life deal won't go ahead as is
15 Jul 2019
NZ Super Fund books into accommodation
15 Jul 2019
CFP numbers predicted to lift
14 Jul 2019
Southern Cross creates new role for top adviser
12 Jul 2019
Mixed day on sharemarket; Trustpower leads decliners; Summerset biggest improver
12 Jul 2019
New identity for Iress
12 Jul 2019
[The Wrap] Woes continue for ANZ
12 Jul 2019
Ross investors launch action against ANZ
12 Jul 2019
Shining the light on unit titles
12 Jul 2019
Five year low for sales
12 Jul 2019
UK experience a lesson in liquidity risk
11 Jul 2019
Insurers put spotlight on conduct processes
11 Jul 2019
NZ stocks rise on interest rate outlook; dairy shares gain
11 Jul 2019
A narrative to take markets higher
11 Jul 2019
Licensing 'progressing as intended'
10 Jul 2019
A2 drives market higher after upgrade
10 Jul 2019
Mixed post peak value bag - REINZ
10 Jul 2019
Possible LVR restrictions for non-banks mooted
10 Jul 2019
COMMENT: Loss ring-fencing ups war on renters & owners
10 Jul 2019
Here's how to boost your business value
10 Jul 2019
Insurers rethink agreements
09 Jul 2019
NZ shares fall as prospect of smaller US rate cut knocks yield stocks
09 Jul 2019
Non-banks may face LVR speed bumps
09 Jul 2019
Responsible investment uptake highest in NZ: RIAA
09 Jul 2019
UK Pension Transfer Service Insight
09 Jul 2019
FMA told to tweak guidance on complaints handling
09 Jul 2019
Open Polytech offers new financial advice courses
08 Jul 2019
NZ shares dip; Summerset sales fall short of expectations
08 Jul 2019
OCR below 1% increasingly likely: Kiwibank
08 Jul 2019
ComCom takes Ronovationz to court
08 Jul 2019
More SBS rate cuts; Warning on regulation
08 Jul 2019
Advisers ask: Should we have to pay for licensing help?
05 Jul 2019
Fonterra Fund recovers; the chase for yield continues
05 Jul 2019
Getting end of tenancy clean ups right
05 Jul 2019
Compliance costs difficult under new regime: Shanks
05 Jul 2019
Those who benefit should pay
05 Jul 2019
Two more OCR cuts this year?
05 Jul 2019
Retirement policy: Call to start over
04 Jul 2019
Prospect of US rate cut keeps yield in demand; Market rises; Fonterra sinks
04 Jul 2019
Two more OCR cuts this year: ASB
04 Jul 2019
Join the office space revolution
04 Jul 2019
Resimac in asset finance deal
04 Jul 2019
Qualifications focus 'upside down'
04 Jul 2019
Reserve Bank capital requirements 'could prompt listing'
03 Jul 2019
NZ shares led higher by exporters Kathmandu, A2 in light trading
03 Jul 2019
Groups ponder new regime; consents on the increase
03 Jul 2019
Resimac takes stake in asset finance specialist
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Latest News
Use Your Client Book to Fund Growth, Succession, and Acquisition
4 min read
FNZ to build advice platform for FirstCape
2 min read
MAS turns to OMNIMax for advice solution
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Former Kiwi Wealth boss turns to advice
5 min read
Latest Comments
When a night is not a night
Nice commentary. I agree it's pretty pedantic to look at hours rather than nights. And I have had claims where hours rather than nights have been used to determine payment of this benefit. My experience with this has been mixed, with some insurers considering discharge and readmission to be the same admission paying a contiguous claim. With others being a bit pedantic. Given my knowledge and history with product changes, I can only conclude that someone has complained about the definition(s) which have driven changes tightening the response. End of the day the insurers are under pressure with claims, and we have seen this benefit removed with Southern Cross and moved into an optional area with Partners Life. So it's no longer a given there will be a response from policies for this either.
2 weeks ago Jon-Paul Hale
FNZ to build advice platform for FirstCape
That seems an awfully long-winded way to say FirstCape will be adopting its newly acquired Consilium FNZ platform. The’ve done the heavy lifting so why not acknowledge that. Or are they really going to start from scratch?
2 weeks ago John Milner
Stobo resigns FMA chair after investigation
@Amused – I wouldn’t feel too bad about the use your comment was put to. And the fact Stobo wasn’t on the Indi board at the time of his resignation doesn’t make the conflict less problematic. I have no view on whether Stobo fell victim to a “witch hunt". I’m not sure that Barrass’ view represents a change, on her part, of how she viewed the Indi conflict. It is possible (as I am suggesting) that the FMA never had a proper view of the conflict in the first place. Liam Mason’s initial assessment that the conflict was unremarkable was flawed, in my opinion. "Good and effective management of conflicts of interest is particularly important for a Crown regulator. If conflicts are not recognised, acknowledged and managed appropriately, they can quickly undermine the integrity of officials, the organisation’s decisions, and public and business confidence in the integrity of the organisation." (Kirsty P McDonald ONZM QC, 2022) The identification and management of the Stobo/Indi conflict needs to be understood in the context of shortcomings identified in the report (cited above) following a 2022 independent review into the FMA’s management of the Rob Everett/Booster COI. There’s a theme emerging. I wonder what the Stobo/Indi Conflict Mitigation Record shows (if anything). There’s nothing in Aldred KC’s report that would suggest this was provided to her. Liam Mason emailed Stobo on 12th July 2025, expressing concern that Indi was using Stobo as a marketing prop. This suggests mitigation strategies were not put in place for this entirely foreseeable risk back at the time the conflict was first disclosed.
2 weeks ago Paul Flood
Sharesies opens advice offering to New Zealand investors
Why did they add cash and bonds into there High Growth portfolio? I'm so confused.
3 weeks ago my realname
Stobo resigns FMA chair after investigation
@ paul flood – thanks for making me aware of this. I stand by my comment that nobody in a regulatory role should ever be sitting on the board of a provider which that regulator is charged with monitoring. Do I feel a bit stink now that my comment on Good Returns was used by the FMA as part of a “witch hunt” to remove Mr Stobo as FMA Chair? Of course I do. Mr Stobo was not sitting on the board of any financial services provider monitored by the FMA at the time he offered his resignation to Commerce Minister Cameron Brewer. Interesting how things changed below from Mr Stobo’s initial appointment as the FMA chair “The FMA has a rigorous conflicts of interest process for board members to identify potential interests and to ensure that board members comply with their obligations under the Crown Entities Act. The FMA maintains a list of members’ interests. This is updated in advance of each board meeting and board members confirm its accuracy at the meeting. Mr Stobo’s interest in The Independent Mortgage Company (Indi) has been disclosed under this process.” To - “When I interviewed Ms Barrass (FMA chief executive) she told me that she considered the role with Indi was “heavily conflicted” and that the matter was a serious one for the FMA because We [the FMA] need to be beyond reproach because the inappropriate management of conflicts is not just a matter of regulatory requirements”. None of the smears against Mr Stobo have been upheld in this report by Wendy Aldred KC. Questions need to be asked by our politicians as to what has happened here. It appears people employed at Government agencies in Wellington who have a different political view to that of the public service should be cautious now when expressing their opinions. Political neutrality is sighted by KC Wendy Aldred as to why Mr Stobo should resign and yet she is part of Health Coalition Aotearoa which is a a coalition of member organisations committed to closing the health prevention gap in Aotearoa by advocating for Te Tiriti-led, evidence-based, policies. Does anyone think that Wendy Aldred KC can be considered “politically neutral” with her report prepared for the FMA?
3 weeks ago Simon Rule