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Clear Filter
July 2018
31 Jul 2018
Development fraudsters guilty
31 Jul 2018
Consents down yet construction growth forecast
31 Jul 2018
Committee proposes FSLAB changes
31 Jul 2018
[GRTV] Former NZ Funds Management chief executive Richard James
31 Jul 2018
Partners Life records strong profit
31 Jul 2018
nib backs controversial TripAdvisor of healthcare site
31 Jul 2018
Advisers 'struggle to balance regulator and client'
30 Jul 2018
Record winter rent growth
30 Jul 2018
Hobson Wealth Partners makes appointments
30 Jul 2018
First no-fee home-owner's loan
30 Jul 2018
Six-step process
30 Jul 2018
Southern charms
30 Jul 2018
No clear reason for KiwiSaver success
30 Jul 2018
Advisers need to take stand in industry: Cliffe
30 Jul 2018
Reasonableness on non-disclosure needed
27 Jul 2018
[The Wrap] Gotta love disruption; New life for old war horse; What we weren't meant to tell you about
27 Jul 2018
Active discussion on sale of AMP NZ under way
27 Jul 2018
Squirrel launches no-fee personal loans
27 Jul 2018
Deutsche Craigs takes gong
27 Jul 2018
Overseas buyers in 22% inner Auckland sales
27 Jul 2018
Lending and changes quieter; New appointments
27 Jul 2018
Proposed code will devalue advice: Tate
27 Jul 2018
From wine to KiwiSaver
27 Jul 2018
Higher meth test levels, lower premiums
26 Jul 2018
Ombudsman sees drop in mortgage cases
26 Jul 2018
National signals opposition to monetary policy changes
26 Jul 2018
BNP joins Responsible Investment Association
26 Jul 2018
Tariff Wars
26 Jul 2018
Retirees face significant shortfall
25 Jul 2018
Mortgage lending falls in June
25 Jul 2018
NZHL confirms Skilton as CEO
25 Jul 2018
No insulation grants for landlords
25 Jul 2018
Which QFEs in FMA's sights?
25 Jul 2018
AMP set degree level as minimum standard
25 Jul 2018
Botherway takes on new role
25 Jul 2018
Code Working Group gets adviser input
24 Jul 2018
Pie Funds joins KiwiSaver market with low fee model
24 Jul 2018
Sovereign top brass take charge at AIA
24 Jul 2018
Nikko appoints new board chair
24 Jul 2018
Mortgage Express adds experience to Auckland office
24 Jul 2018
Blue ink from nib pen
24 Jul 2018
Mortgage groups divided on Code proposals
24 Jul 2018
Managers get benchmark leeway
24 Jul 2018
QuayStreet makes SRI changes
24 Jul 2018
Clients wait longer for income payouts
23 Jul 2018
Former Morningstar boss appointed to lead board
23 Jul 2018
Dealer groups divided on Code
23 Jul 2018
Selling a bit less than ideal
23 Jul 2018
Meth report bombshell: what it means
23 Jul 2018
Bank fund managers 'conflicted on exclusions'
22 Jul 2018
Charles River bought by State Street
20 Jul 2018
[The Wrap] Next round for CWG; Hat tip to group of AFAs; At least sunlight on QFEs
20 Jul 2018
Meeting changing conduct expectations
20 Jul 2018
Research boss moves on
20 Jul 2018
Migration flow lowest since late 2015
20 Jul 2018
Advisers want changes to Code Working Group proposals
20 Jul 2018
Submitters criticise code suggestions
19 Jul 2018
High-charging non-bank lenders revealed
19 Jul 2018
KiwiBuild success would slow market - TMP
19 Jul 2018
ANZ backs group of AFAs
19 Jul 2018
Advisers vindicated in latest report
18 Jul 2018
Small banks growth outpace big banks
18 Jul 2018
QFEs fail on replacement business practices: FMA
18 Jul 2018
Patten on his new role with NZFSG; Co-op rate change
18 Jul 2018
nib partners with Ronald McDonald House
18 Jul 2018
Advisers wouldn't get away with it
18 Jul 2018
Commission model swaps one problem for another: Ballantyne
18 Jul 2018
Patten takes down broking shingle after 16 years
18 Jul 2018
Bank profits under pressure - KPMG
18 Jul 2018
Advisers 'reluctant' to invest in marketing
17 Jul 2018
Soft market due to more than winter chill
17 Jul 2018
Owner-occupiers better protected; Latest house price stats
17 Jul 2018
Q&A with PM Capital CIO Paul Moore
17 Jul 2018
To be or not to be? (A Conglomerate)
17 Jul 2018
Owner occupiers better protected now: RBNZ (+ Report)
17 Jul 2018
Group of AFAs tackles KiwiSaver problems
17 Jul 2018
Ross liquidators: No end in sight
17 Jul 2018
Capital Group signs NZ deal
16 Jul 2018
How automated is your business?
16 Jul 2018
It makes sense to rent
16 Jul 2018
Regulation 'should not drive business structure'
13 Jul 2018
ANZ appoints two Business Development Managers
13 Jul 2018
Govt steps up building programme
13 Jul 2018
Crazy rental plans proposed
13 Jul 2018
Hobson Wealth Partners fills ranks
13 Jul 2018
Consumer feedback 'good reminder'
13 Jul 2018
Flawed rental policy not the answer
12 Jul 2018
Top chair finally filled at Trustees Executors
12 Jul 2018
Rental “fix” plan not realistic
12 Jul 2018
Financial advisers can help boost confidence: FMA
12 Jul 2018
An update on meth standards
12 Jul 2018
Tribunal sticks to existing meth standard
12 Jul 2018
Effective disclosure requires better financial literacy
11 Jul 2018
Real estate agent admits Izone Park fraud
11 Jul 2018
Housing infrastructure loans announced
11 Jul 2018
New chief investment officer for ANZ Investments
11 Jul 2018
The one-bank trap for investors
11 Jul 2018
Proposed commission model 'cross-subsidisation'
11 Jul 2018
Time for 'green' classification system
10 Jul 2018
TSB heroes 18-month rate
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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
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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.
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