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April 2019
27 Apr 2019 Advisers' incentives in Govt sights
26 Apr 2019 NZX50 drops below 10,000 as blue-chips fall off the pace
26 Apr 2019 Finding the Next Xero
26 Apr 2019 Consumers unsatisfied with bank advice
26 Apr 2019 The many different kinds of financial adviser
26 Apr 2019 Price wars to support property market
26 Apr 2019 Group membership won't automatically mean a licence
25 Apr 2019 Māori-owned investment and financial advisory firm aims for $1 bill mark
25 Apr 2019 [GRTV] Fear of doing Level 5 wrong reason to bail from advice industry
24 Apr 2019 NZ shares follow Wall St higher in light trading; Meridian, F&P, A2 rise
24 Apr 2019 Price wars to support property market: CoreLogic
24 Apr 2019 AIA and Sovereign close online product
24 Apr 2019 Revealed: Auckland hotspots
24 Apr 2019 With CGT gone, housing market expected to pick up
24 Apr 2019 Investor complains about waived fee
23 Apr 2019 Super Fund gets responsibility nod
23 Apr 2019 NZX50 tops 10,000, growing 284% in past decade
23 Apr 2019 Capital requirements a risk to growth: ANZ
23 Apr 2019 Innocent non-disclosure still a problem: IFSO
23 Apr 2019 Part 2: FSLAB & FADC and what it means for us RFAs
23 Apr 2019 Yield inversion not necessarily omen of recession
18 Apr 2019 [The Wrap] Singing to a New Zealand tune
18 Apr 2019 Sharemarket records 1.8% gain in a week
18 Apr 2019 New flames to fan housing market
18 Apr 2019 Trustees Executors appoints new Head of Wealth Business
18 Apr 2019 Advisers: Govt made right call on capital gains tax
17 Apr 2019 Knock, knock, knocking on the magical 10,000 mark
17 Apr 2019 Ditching CGT a win for common sense
17 Apr 2019 CGT reprieve
17 Apr 2019 KiwiSaver insight
17 Apr 2019 Industry shakeout good for mortgage advisers
17 Apr 2019 Swap keys, save sale costs
17 Apr 2019 Financial Advice NZ: Aim for 3000
16 Apr 2019 Exporters drive sharemarket higher
16 Apr 2019 Super City rental market star
16 Apr 2019 [GRTV] Mint's Rebecca Thomas in studio
16 Apr 2019 I hope you can help me fundraise $20,000 to help mend broken hearts
16 Apr 2019 Low mortgage rates vs CGT
16 Apr 2019 Something a little different today
16 Apr 2019 Risk Parity – Models and Myths
16 Apr 2019 Industry shakeout good for advisers
16 Apr 2019 'If you expect advisers to work for peanuts...'
15 Apr 2019 Investor confidence buoyed on US coy earnings; NZX rises
15 Apr 2019 Rising from the ashes
15 Apr 2019 House sales volumes fall and finance is blamed
15 Apr 2019 nib finds ways to target advisers, post Fidelity deal
15 Apr 2019 Insurers call for replacement business rules in code
15 Apr 2019 Code submissions revealed: Industry wanted change
12 Apr 2019 [The Wrap] A crystal ball look at the new world of advice
12 Apr 2019 NZ shares rise; retirement stocks Metlife, Summerset extend recovery
12 Apr 2019 Downward migration trend halts
12 Apr 2019 Cigna plans OnePath changes
12 Apr 2019 Super Fund, AMP exclude weapons
12 Apr 2019 Resimac on hunt for New Zealand GM
12 Apr 2019 ANZ loses court bid over Ross files
12 Apr 2019 Auckland sales at lowest since 2008
12 Apr 2019 ANZ goes green with healthy home discount
12 Apr 2019 BNZ finds partner for shared ownership scheme
12 Apr 2019 Financial Advice NZ seeks backers for missing piece of the puzzle
11 Apr 2019 NZ shares snap six-day decline as retirement stocks claw back losses
11 Apr 2019 Resimac takes on banks with big cuts
11 Apr 2019 Hawes' scheme launches more funds
11 Apr 2019 Southern Cross launches AI assistant
11 Apr 2019 Capital gains battle heats up
11 Apr 2019 Changing world, changing property market
11 Apr 2019 FADC case shows RFAs face big challenges under new laws
11 Apr 2019 ESG version of S&P 500 launched
11 Apr 2019 FSLAB gets final tick
10 Apr 2019 Yield stocks loose their lustre
10 Apr 2019 NZ banks could face $21bn capital shortfall
10 Apr 2019 Chief investment officer appointed
10 Apr 2019 Cigna expands into South Island
10 Apr 2019 Booster launches new automated budget building tool
10 Apr 2019 NZ banks could face $21bn capital shortfall
10 Apr 2019 Faafoi: Code 'no surprises'
09 Apr 2019 Retirement stocks under pressure on housing fears
09 Apr 2019 The market for adviser businesses
09 Apr 2019 Insurers' requirement to assess suitability may change adviser landscape
09 Apr 2019 Market Outlook: Records broken
09 Apr 2019 Mortgage rate dance continues; As does the BDM shuffle
09 Apr 2019 Westpac, ANZ, TSB ramp up offers
09 Apr 2019 Falling interest rates change investing landscape
08 Apr 2019 Slowing property market weighs on sharemarket
08 Apr 2019 Capital gains battle heats up
08 Apr 2019 Westpac latest to predict May OCR cut
08 Apr 2019 Mortgage Link appoints new BDM
08 Apr 2019 Policy king hit
08 Apr 2019 Rich Lister backs Stubb's KiwiSaver scheme
07 Apr 2019 AMP agreements continue
05 Apr 2019 NZ shares fall; weak Summerset sales weigh on retirement stocks
05 Apr 2019 General Finance seeing strong interest from UDC investors
05 Apr 2019 General Finance seeing strong interest from UDC investors
05 Apr 2019 AIA donates $100,000 for mental health
05 Apr 2019 Capital rules to have minor impact on interest rates: RBNZ
05 Apr 2019 Here's what MPs said about advisers; Avanti recruits from Link; BNZ cuts
05 Apr 2019 Yields creeping upwards
05 Apr 2019 Avanti targets adviser channel with BDM hire
05 Apr 2019 Green light for new financial advice regime
05 Apr 2019 MPs laud roboadvice, client-first push in FSLAB
05 Apr 2019 Clients still need help with basics: IFSO
Latest News
Use Your Client Book to Fund Growth, Succession, and Acquisition
Use Your Client Book to Fund Growth, Succession, and Acquisition
4 min read
FNZ to build advice platform for FirstCape
FNZ to build advice platform for FirstCape
2 min read
MAS turns to OMNIMax for advice solution
MAS turns to OMNIMax for advice solution
2 min read
Former Kiwi Wealth boss turns to advice
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