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April 2018
11 Apr 2018 Buyer demand cooling
11 Apr 2018 Time to talk tax
11 Apr 2018 Investors: PDS still too complicated
11 Apr 2018 Fidelity: Incentives regime changing
10 Apr 2018 Make commission details publicly available: MBIE
10 Apr 2018 Make commission details publicly available: MBIE
10 Apr 2018 SME owners lack income protection
10 Apr 2018 Opportunities in SuperCity CBD market lull
10 Apr 2018 Pie Funds plans to extend advice team
10 Apr 2018 Multilingual adviser joins top firm
10 Apr 2018 Electronic loan lodgement inches close
10 Apr 2018 Bank mortgage adviser joins Auckland team
10 Apr 2018 First woman president for NZPIF
10 Apr 2018 NZ Funds: Cheaper might mean less responsible
10 Apr 2018 Warning: Time crunch coming for advice sector
10 Apr 2018 Claims – the case for applying
10 Apr 2018 FMA lacking ability to fine
09 Apr 2018 Tech firm to visit NZ ahead of electronic lodgement launch
09 Apr 2018 New head of group risk for Fidelity Life
09 Apr 2018 Don’t neglect tenant safety
09 Apr 2018 Meth contamination demystified
09 Apr 2018 Milford sees more opportunities in NZ market
09 Apr 2018 Overrides' future hazy
06 Apr 2018 The Wrap: Unofficial QSMs; Formal CWG complaint lodged: Will anyone follow AMP?
06 Apr 2018 [Opinion] Let’s embrace the spotlight and talk about trust
06 Apr 2018 NZ customers more "satisfied" with local banks
06 Apr 2018 ANZ: first time buyers are back
06 Apr 2018 New business development manager for Consilium
06 Apr 2018 Mortgage brokers expanding
06 Apr 2018 No complaints about working group
05 Apr 2018 New appointment to lead Pinnacle
05 Apr 2018 SuperCity March sales at 8 year low
05 Apr 2018 AMP: No more overseas trips
05 Apr 2018 Simplicity wades into Smartshares territory
05 Apr 2018 City markets take value growth hit
05 Apr 2018 QSM not getting royal welcome yet
04 Apr 2018 Landlords top property managers for tenants
04 Apr 2018 Financial Advice NZ quality mark outlined
04 Apr 2018 Inflation erodes growth and confuses the outlook
04 Apr 2018 Hear them roar
04 Apr 2018 Latest house prices; TSB gets sharp; Last call
04 Apr 2018 Regions outshine main centres
03 Apr 2018 New chair for FSCL
03 Apr 2018 nib joins up with FSC
03 Apr 2018 Synergy adds portfolios
03 Apr 2018 [Opinion] Four simple steps to a new code
03 Apr 2018 Wide variation in stress testing thresholds
03 Apr 2018 More property tax changes coming
03 Apr 2018 South Auckland growth imminent
03 Apr 2018 Adviser pays $30k after relationship 'breaks down'
02 Apr 2018 Rabo's fund man follows the money
02 Apr 2018 CWG on a 'witch hunt
02 Apr 2018 Smartshares offers new KiwiSaver fee solution
March 2018
29 Mar 2018 Bank of China gains New Zealand branch license
29 Mar 2018 No more negative gearing
29 Mar 2018 Fisher Funds adds a new portfolio manager
29 Mar 2018 Auckland densification boosts consents
29 Mar 2018 Brightline test extended; Property investors a little more active
29 Mar 2018 Online solutions aid compliance
29 Mar 2018 India an untapped opportunity: Manager
28 Mar 2018 Gong for KiwiWealth
28 Mar 2018 Churn battle: Ballantyne v Everitt
28 Mar 2018 CGT by stealth
28 Mar 2018 ANZ investments head stepping down
28 Mar 2018 The problem with interest-only; CWG feedback wanted
28 Mar 2018 Ballantyne responds to FMA churn report
28 Mar 2018 Asteron Life gives advisers SME boost
28 Mar 2018 Rethink letting fees ban
28 Mar 2018 Education providers: Proposals a backwards step
28 Mar 2018 Advisers: Fee move will make little difference
27 Mar 2018 Facebook removed from ethical ETF
27 Mar 2018 LVR changes impact on lending
27 Mar 2018 Advisers face interest-only lending restrictions
27 Mar 2018 Private equity, not govt mandates, KiwiSaver's future: Managers
26 Mar 2018 KPMG: Small banks growing loan books at quicker rate
26 Mar 2018 [Opinion] Serious concerns over Code Working Group behaviour
26 Mar 2018 No need to fear RBNZ’s new PTA
26 Mar 2018 Rents soar in the Super City
26 Mar 2018 Is active investment management the solution to navigating technological disruption?
26 Mar 2018 Pluses and minuses from Kiwibank
26 Mar 2018 Commercial outlook 2018
26 Mar 2018 [GRTV] Feel the fear and do it anyway
26 Mar 2018 Roboadvice changes open door to new KiwiSaver player
26 Mar 2018 AMP announces changes at top
23 Mar 2018 Adviser sentenced for Ponzi
23 Mar 2018 Auckland unattractive to investors - ANZ
23 Mar 2018 'Not all advisers churning'
22 Mar 2018 Letting fees to go
22 Mar 2018 FMA: We're putting life advisers on notice
22 Mar 2018 Spirit of caution in OCR call
22 Mar 2018 Russell Investments: Change needed, and now
22 Mar 2018 What the RBNZ governor said today
22 Mar 2018 Why OCR left unchanged; BNZ slashes fees
22 Mar 2018 Insurers: Disclosure rules should help clients
22 Mar 2018 Investors accepting need to use capital for income
21 Mar 2018 BNZ slashes mortgage fees
21 Mar 2018 Finding the value of a financial planning business
21 Mar 2018 Chief executive to stand aside
21 Mar 2018 Affordable housing in Auckland now doable
21 Mar 2018 NZ Super Fund appointee joins Fidelity Life Board
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