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
August 2017
16 Aug 2017 New legislation may give advice industry new life
16 Aug 2017 PM rules out DTI ratio idea
16 Aug 2017 DTI cull good news for property investors
15 Aug 2017 New executive director for Harbour
15 Aug 2017 Stalling market no reason to panic
15 Aug 2017 Super Fund: Carbon risk under-priced
15 Aug 2017 QFEs get licensing head-start
14 Aug 2017 ANZ appoints debt market director
14 Aug 2017 DTIs “perversely restrictive” for investors – report
14 Aug 2017 Political risk – New Zealand next?
14 Aug 2017 nib First Choice network
14 Aug 2017 Working group lays out plans
14 Aug 2017 FNZC launches private investment channel
14 Aug 2017 Regional rentals yield lifestyle dream
12 Aug 2017 GRTV Ep3: Code working group; the value of opening up to your clients; and risk advice upheaval
11 Aug 2017 Big week for ASB
11 Aug 2017 Westpac appoints acting head of third party banking
11 Aug 2017 Call for LVR review as sales plunge
11 Aug 2017 Getting to Know: Binu Paul
11 Aug 2017 ASB, Bank Direct and Sovereign move down
11 Aug 2017 Some active managers delivering little for fee: Report
10 Aug 2017 NZCU Baywide clicks over a milestone mark
10 Aug 2017 Mortgage Express and Q Advisor groups join together
10 Aug 2017 Sovereign for sale but who will buy?
10 Aug 2017 No dovish nod to future for RBNZ
10 Aug 2017 Magellan plans list global trust
10 Aug 2017 OCR unchanged: Details here
10 Aug 2017 OCR and MPS: What the Governor said
10 Aug 2017 Financial Advice NZ? Wait and see
10 Aug 2017 Thursday news in brief
09 Aug 2017 ASB lauds fixed rate rollovers
09 Aug 2017 Dale-Jones happy with Code Working Group
09 Aug 2017 Get basics right: Ballantyne
09 Aug 2017 Start dating your clients
09 Aug 2017 Dale-Jones: Judge us on our transparency
09 Aug 2017 Start dating your clients
09 Aug 2017 Get basics right: Ballantyne (+ VIDEO)
09 Aug 2017 CBA eyes Sovereign, CommInsure divestment
09 Aug 2017 ASB's first $1 billion profit
09 Aug 2017 ASB's billion dollar profit
09 Aug 2017 Dark clouds on landlords’ horizon?
09 Aug 2017 Goal-based insurance planning
09 Aug 2017 Managers struggle to find index to report against
09 Aug 2017 Hamilton price fixer gets $1 million fine
08 Aug 2017 Investing responsibly: passing the tipping point
08 Aug 2017 Law changes an imperfect improvement
08 Aug 2017 Upswing in Auckland rental yields
07 Aug 2017 TOP tenancy policy ignores rental realities
07 Aug 2017 OCR preview: Growing talk of future cuts
07 Aug 2017 10 future boom towns
07 Aug 2017 Bill won't get through this term - so what?
07 Aug 2017 KiwiSaver knowledge too low: Survey
06 Aug 2017 Future could hold OCR cuts
04 Aug 2017 Supply shortage will counter cooler market
04 Aug 2017 A big day for mortgage advisers
04 Aug 2017 PAA hands out gongs, but not to lenders
04 Aug 2017 The big reveal (VIDEO)
04 Aug 2017 Bawden's business rebrand
04 Aug 2017 Getting to Know: Sue Brown
04 Aug 2017 Insurers worry about change: Report
04 Aug 2017 Awards to industry's finest
03 Aug 2017 PAA talks through concerns with ASB
03 Aug 2017 Kiwi Wealth mints responsible KiwiSaver solution
03 Aug 2017 New boss for Morningstar
03 Aug 2017 Financial Advice NZ set for take-off
03 Aug 2017 Milestone day for financial advice in New Zealand
03 Aug 2017 Milestone day for financial advice in New Zealand
03 Aug 2017 Return to traditional market – B&T
03 Aug 2017 TSB Trust to take over Fisher Funds
03 Aug 2017 The start of a new era in financial planning
03 Aug 2017 Thursday news in brief
03 Aug 2017 Trust laws get shake-up, and advice carve-out
02 Aug 2017 Growth funds shine again: Morningstar
02 Aug 2017 Insulation, heating improvement needed
02 Aug 2017 Mint gets A+ rating
02 Aug 2017 Fidelity used as cover for drug ring
02 Aug 2017 Co-Op bank goes long while others short
02 Aug 2017 Big city values plateau
02 Aug 2017 Advisers risk missing out on responsible investing surge
02 Aug 2017 Advisers risk missing out on responsible investing surge
02 Aug 2017 Performance fees boost managers' earnings
01 Aug 2017 Partners Life profit flat on back of continued growth
01 Aug 2017 SBS eyes partnership with mortgage advisers
01 Aug 2017 Finally, mortgage rate moves
01 Aug 2017 Fewer houses coming on to market
01 Aug 2017 Many advisers 'won't pass licensing hurdle'
July 2017
31 Jul 2017 Auckland consents falling short
31 Jul 2017 Best investment returns from rental properties
31 Jul 2017 Global Equities: Why it's time to rethink
31 Jul 2017 Warminger, FMA withdraw appeals
31 Jul 2017 Make sure clients are correctly invested
31 Jul 2017 International equities: Approach with caution
31 Jul 2017 Demand high in Whangarei
31 Jul 2017 Robo exemption a win for big providers
28 Jul 2017 How to stay safe
28 Jul 2017 Getting to Know: Richard Klipin
28 Jul 2017 Associations give nod to Financial Advice NZ
27 Jul 2017 EDRs: Here's how to protect yourself from churn claims
27 Jul 2017 Minimum standards for insulation and heating a step closer
27 Jul 2017 Advisers should be whistle-blowers
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