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Clear Filter
October 2018
29 Oct 2018
Conduct, consumers, advisers, and insurers
29 Oct 2018
SBS changes commission structure: TMM mortgage adviser conference
29 Oct 2018
Tight supply means rent rises
29 Oct 2018
Retirement decisions based on science not spin
29 Oct 2018
FMA back in black
29 Oct 2018
AMP Capital links up with Resolution
26 Oct 2018
[The Wrap] Making sense of the AMP deal; Who should run CPD?
26 Oct 2018
NZ shares mixed as global investors spooked by Amazon, Google results
26 Oct 2018
Salt to list carbon fund
26 Oct 2018
Don’t remove 90 day notice - NZPIF
26 Oct 2018
New mortgage group arrives
26 Oct 2018
SBS changes commission structure
26 Oct 2018
Newpark promises mortgage advisers something new
26 Oct 2018
Making insurance easier
26 Oct 2018
Code of Conduct and CWG submissions
26 Oct 2018
Advisers await information on AMP sale
25 Oct 2018
Shares extend slide as global jitters dent growth stocks; Gentrack, Pushpay drop
25 Oct 2018
Your guide to P2P lending
25 Oct 2018
Investor lending falls in September
25 Oct 2018
Investor lending falls in September
25 Oct 2018
AMP 'workshopping' with advisers
25 Oct 2018
AMP sells life business, puts Kiwi advice on the block
25 Oct 2018
The worst is over for the housing market; How many CPD points will you need?
25 Oct 2018
COMMENT: Have we hit the bottom?
25 Oct 2018
CPD detail may be for associations to tackle
25 Oct 2018
Advisers welcome Partners' move to cancel trips
24 Oct 2018
Fletcher hits 6-month low and NZ shares down for 4th day in a row
24 Oct 2018
Homeloans to rebrand as RESIMAC
24 Oct 2018
Time to ease LVR restrictions: ANZ
24 Oct 2018
Time to ease LVRs - ANZ
24 Oct 2018
Brandywine bond fund added to Aegis
24 Oct 2018
FSLAB expected to pass by early 2019
24 Oct 2018
NZ pension scheme ranks 9th - but is it sustainable?
24 Oct 2018
Support for pension move
23 Oct 2018
NZ shares fall as F&P Healthcare loses latest patent dispute
23 Oct 2018
Reserve Bank plans new rules on bank breaches
23 Oct 2018
Draft code “fair” for industry: Mortgage Room’s Fuller
23 Oct 2018
Is commercial the answer?
23 Oct 2018
Portfolio insurance protection explained
23 Oct 2018
FMA lodges robo application number three
22 Oct 2018
How do you get started with moving forward
19 Oct 2018
[The Wrap] Partners Life drops a bombshell
19 Oct 2018
NZ shares fall most across Asia; Z still under pressure
19 Oct 2018
Partners puts stop to offshore conferences
19 Oct 2018
Cooling migration pressure
19 Oct 2018
KiwiBuild extends to Mt Albert
19 Oct 2018
Property funds popular
19 Oct 2018
NZCU Baywide makes policy changes; FMA review of banks coming soon
19 Oct 2018
Code tackles replacement business
19 Oct 2018
FMA conduct review nears completion
19 Oct 2018
Financial adviser numbers 'will drop then reset'
18 Oct 2018
Restaurant Brands soars on takeover talk, but stocks dip
18 Oct 2018
NZCU Baywide aims for first home buyers
18 Oct 2018
Housing affordability improves
18 Oct 2018
Milford's Brian Gaynor talks markets
18 Oct 2018
AMP gets living wage accreditation
18 Oct 2018
FHBs rival investors; Car finance option for advisers
18 Oct 2018
Emotional intelligence key in robo world
18 Oct 2018
Payday lender moves into car finance
17 Oct 2018
A2 calms critics with strong sales
17 Oct 2018
First home buyers pace setters: CoreLogic
17 Oct 2018
Old hand returns to Nikko AM to join fixed income team
17 Oct 2018
COMMENT: Clear the red tape - get 100,000 houses
17 Oct 2018
Coop Bank makes cuts; Minister talks Tax Working Group: Wellington's the place
17 Oct 2018
Capital price gains
17 Oct 2018
Shanks: Consumers don't care how advisers paid
16 Oct 2018
NZ shares fall as Meridian faces declining hydro storage
16 Oct 2018
Inflation to "force" OCR hike
16 Oct 2018
Unlawful tenancies back in Tribunal scope
16 Oct 2018
'Bank of mum and dad' at risk
16 Oct 2018
ANZ CEO defends adviser remuneration
16 Oct 2018
Key themes and conclusions from the past 10 years
16 Oct 2018
Roboadvice offers 'must show value'
15 Oct 2018
NZ shares dip as Fletcher gives up pursuit of Steel & Tube
15 Oct 2018
Sector has to prove its worth
15 Oct 2018
New Code good for mortgage advisers; What do you think?
15 Oct 2018
How much trauma cover?
15 Oct 2018
Small beginnings, big dreams
15 Oct 2018
Draft code “exciting” for mortgage advisers: Shanks
15 Oct 2018
The Code v2 is a shift in thinking
15 Oct 2018
Little progress made on under-insurance, survey shows
14 Oct 2018
NZX expands funds team
13 Oct 2018
Tribunal to adopt Gluckman's meth standard
13 Oct 2018
Financial Advice conference Show One
12 Oct 2018
[The Wrap] Has the Code been cracked? Celebrating success; Market warning
12 Oct 2018
Blue chip stocks drive NZX recovery
12 Oct 2018
Market fall not a bloodbath; Someone’s dropped their latte: NZ Super Fund boss
12 Oct 2018
COMMENT: Reform word games
12 Oct 2018
LVR easing talk grows
12 Oct 2018
Booster best for engagement
12 Oct 2018
Level 5 will be minimum for advisers; KiwiBank talks LVR loosening
12 Oct 2018
Financial planning for the future
12 Oct 2018
Wilson's surprise departure from top job
12 Oct 2018
Code: From complex to simple
11 Oct 2018
NZ shares drop to 4-month low following Wall St rout; A2 slumps 11%
11 Oct 2018
LVR restrictions could be cut by 5%: Kiwibank
11 Oct 2018
Draft code of conduct revealed
11 Oct 2018
Sept sales plummet; Finance Minister talks tax changes
11 Oct 2018
September sales at 7 year low
11 Oct 2018
'Individual' licence suggestion causes concern
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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
2 min read
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.
3 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