Archive
Year:
2026 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997
Filter:
Clear Filter
July 2018
10 Jul 2018 Chill Out, it’s Just a Stress Test
10 Jul 2018 [GRTV] Index funds 'saving millions in fees'
10 Jul 2018 [GRTV] The case for index funds
09 Jul 2018 [GRTV] The case for index funds
09 Jul 2018 Potential payday for purchasers of Tower book
09 Jul 2018 Another DIMS licence granted
09 Jul 2018 [GRTV] Meet Financial Advice NZ CEO Katrina Shanks
09 Jul 2018 TSB reveals new CEO
09 Jul 2018 Inner Auckland rising star
09 Jul 2018 Loan Market reveals settlement numbers
09 Jul 2018 Did the Australian Royal Commission change everything? Or had everything changed already?
09 Jul 2018 Avoid the one bank trap
09 Jul 2018 Financial Advice NZ's next challenge: Everyone else
06 Jul 2018 Loan Market numbers revealed; New Jobs section now live; AIA finally gets hold of Sovereign
06 Jul 2018 Loan Market settles record amount
06 Jul 2018 New alliance to up property manager standards
06 Jul 2018 Auld takes advice role
06 Jul 2018 Fiducian: Outsource manager selection, improve service for clients
05 Jul 2018 ASB predicts “mild” OCR increase
05 Jul 2018 Unregistered insurance adviser avoids prison
05 Jul 2018 The latest on Kiwibuild
05 Jul 2018 New chair for Financial Advice NZ certification body
05 Jul 2018 New advice rules to consider trail commissions
04 Jul 2018 Kiwibuild eligibility criteria revealed
04 Jul 2018 Mortgage Express targets China with Auckland hire
04 Jul 2018 SuperCity market down but not out
04 Jul 2018 TSB appoints new chief executive
04 Jul 2018 Tax working group agrees property fairly taxed
04 Jul 2018 Winter chill settles on market
04 Jul 2018 Tax Working Group agree property fairly taxed
04 Jul 2018 Sector exclusions lazy CIO says
04 Jul 2018 Winter chill settles on market
03 Jul 2018 Cigna rebrands to target the young
03 Jul 2018 Call for even greater commission disclosure; New role for Bailey
03 Jul 2018 New PIGS, the CANNS or SNACZ?
03 Jul 2018 Auckland listings plummet
02 Jul 2018 AIA completes Sovereign deal
02 Jul 2018 Disclose “incentives” and “perks”: Southern Cross CEO
02 Jul 2018 Scot Bailey moves to new role at Westpac
02 Jul 2018 Watch Financial Advice NZ CEO; Name the big issues for mortgage advice
02 Jul 2018 Financial Advice NZ launches
02 Jul 2018 Is vaping a new risk for landlords?
02 Jul 2018 More rate cuts; Are Special rates misleading?
02 Jul 2018 The employer’s conundrum
02 Jul 2018 Needs analysis and your advice process
02 Jul 2018 Commission disclosure no big deal for good advisers
02 Jul 2018 Law changes offer greater KiwiSaver flexibility
02 Jul 2018 Fine balance for new code
02 Jul 2018 [GRTV] Meet Financial Advice NZ CEO Katrina Shanks
June 2018
29 Jun 2018 Milford appoints distribution head
29 Jun 2018 Auckland consents reach 15 year high
29 Jun 2018 Interest rates not likely to move for a long time
29 Jun 2018 Westpac makes major commission changes
29 Jun 2018 AML break for RFAs
28 Jun 2018 Mercer gets RI tick
28 Jun 2018 Cigna cuts ties with LifeDirect
28 Jun 2018 OCR words open door for cut
28 Jun 2018 Fewer direct retail investors in NZX
28 Jun 2018 Today's OCR statement
28 Jun 2018 RBNZ leaves OCR alone; Here's why
28 Jun 2018 Mortgage lending hits two year high
28 Jun 2018 FMA: Gloves are off on AML
27 Jun 2018 Nikko appoints portfolio manager
27 Jun 2018 Hobson Wealth starts buying and selling
27 Jun 2018 Short term rental industry thriving
27 Jun 2018 Co-Op Bank moves
27 Jun 2018 AML laws 'waste of time, money'
27 Jun 2018 FSCL warns: Roboadvice creates non-disclosure risk
26 Jun 2018 [Obituary] Cary Veenhof: The BDM’s BDM
26 Jun 2018 Trustees Executors adds a new director and still searches for a chairman
26 Jun 2018 BNZ cuts; Bank staff still pressured to sell products
26 Jun 2018 Bank targets 'put customer interests at risk'
25 Jun 2018 Co-op shares $2.1m with customers
25 Jun 2018 Adviser limits fees
25 Jun 2018 Going digital for adviser businesses
25 Jun 2018 Energy city powering on
25 Jun 2018 OCR Preview: The latest outlook for interest rates
25 Jun 2018 New portfolio compliance tool comes to market
25 Jun 2018 OCR to stay on hold
25 Jun 2018 The Right Benchmark is the Bedrock of Strong Active Management
22 Jun 2018 Banks get visit from regulators
22 Jun 2018 Westpac does some matching cuts
22 Jun 2018 Four year high in migrant departures
22 Jun 2018 Foreign buyer ban hangover pending
22 Jun 2018 Former Lifetime boss acquires advice firm of the same name
22 Jun 2018 Advisers set clients on right investment path
22 Jun 2018 Construction slump slows GDP
21 Jun 2018 UDC posts profit
21 Jun 2018 Kiwis back shared equity schemes
21 Jun 2018 Interest Rate Cycles: Endings and Beginnings
21 Jun 2018 AMP appoints new chairman
21 Jun 2018 ANZ matches leader
21 Jun 2018 What makes an adviser independent, anyway?
20 Jun 2018 The correct facts about tax and rental properties
20 Jun 2018 The correct facts about tax and rental properties
20 Jun 2018 Correct facts on tax & rental properties - NZPIF
20 Jun 2018 What New Zealanders want from KiwiSaver may surprise you
20 Jun 2018 Queenstown tops NZ rent ranks
20 Jun 2018 Rating agency reviews OnePath Life
20 Jun 2018 Salt appoints chief operating officer.
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.
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