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November 2024
19 Nov 2024 Ex Bluestone BDM joins Loan Market
19 Nov 2024 New Zealand Equity Monthly October 2024
19 Nov 2024 Mortgages harder to get over the line
19 Nov 2024 Value of index tracking seen in the numbers, says Kernel
18 Nov 2024 NZ sharemarket starts week up 0.6%
18 Nov 2024 Can Games Teach Financial Literacy?
18 Nov 2024 Can Games Teach Financial Literacy?
18 Nov 2024 Can Games Teach Financial Literacy?
18 Nov 2024 Private credit reshapes NZ lending
18 Nov 2024 Private credit rewriting mortgage and business borrowing
18 Nov 2024 No plain sailing around Castle Point
15 Nov 2024 NZ shares finish flat as Sanford rises
15 Nov 2024 Small mortgage blip for Basecorp in tough year; A big target for LifeDirect
15 Nov 2024 Small mortgage blip for Basecorp in tough year
15 Nov 2024 Failure to plan for data-hungry AI will have consequences
15 Nov 2024 Apex Advice buys life business
14 Nov 2024 NZ sharemarket up 0.1%, Rocket Lab soars
14 Nov 2024 NZ Super Fund terminates Devon mandate
14 Nov 2024 A big target for newly merged company
14 Nov 2024 Govt takes risk-based approach to deposit guarantee scheme
14 Nov 2024 ASB insists it isn't making excess profits
13 Nov 2024 NZ sharemarket continues see-sawing, down 0.5%
13 Nov 2024 Chubb's latest champion
13 Nov 2024 Dosh is making its next move
13 Nov 2024 Dosh to launch a competitive digital home loan
13 Nov 2024 Former Apex boss joins Trust Management
13 Nov 2024 Apartment owners thumped by consistently fast rising insurance
13 Nov 2024 New book: Unlocking group insurance
13 Nov 2024 Insurer gets warning from RBNZ
12 Nov 2024 NZ sharemarket up 0.5%, Rocket Lab soars in US
12 Nov 2024 nib experiencing extraordinary claims growth
12 Nov 2024 Big Shout Out
12 Nov 2024 KiwiSaver assets grow to $117.6 bill
12 Nov 2024 Expectations for inflation and big OCR cut in full flight; TMM5 is available now
12 Nov 2024 Expectations for inflation and big OCR cut in full flight
11 Nov 2024 NZ sharemarket starts week down 0.6%
11 Nov 2024 Fidelity awards top advisers
11 Nov 2024 What’s the solution to life insurance advice risk anxiety?
11 Nov 2024 First home buyers the most likely to use a mortgage adviser; Job insecurity remains big concern for mortgage holders
11 Nov 2024 First home buyers the most likely to use a mortgage adviser
08 Nov 2024 NZ sharemarket ends week up nearly 1.7%
08 Nov 2024 Advisers not happy with ASB
08 Nov 2024 Job insecurity remains big concern for mortgage holders
08 Nov 2024 KiwiSaver members mature enough to ignore market volatility
07 Nov 2024 NZ sharemarket down 0.5% as investors contemplate Trump 2.0
07 Nov 2024 New customers locked out of ASB’s pre-approvals
07 Nov 2024 Fidelity lays out bold new growth plans
06 Nov 2024 NZX goes down as early signals point to Donald Trump victory
06 Nov 2024 Acquisition opens up market for NZ Mortgages
05 Nov 2024 Calm before the storm: NZ sharemarket up 0.5%
05 Nov 2024 Banks asses what stressors could destroy capital buffers; Kiwibank lifted its home loans business; Advisers wrote 63% of Westpac's new mortgages
05 Nov 2024 Percentage of mortgages originated by advisers lifts sharply
05 Nov 2024 Banks asses what stressors could destroy capital buffers
05 Nov 2024 Advisers wrote 63% of Westpac's new mortgages in latest year
04 Nov 2024 NZ sharemarket up slightly ahead of ‘wait-and-see' US election
04 Nov 2024 Mortgage advisers account for 53.8% of Westpac's mortgages
04 Nov 2024 LifeDirect Expands; Competition about to heat up
04 Nov 2024 LifeDirect Expands to Offer Nationwide Mortgage Service
04 Nov 2024 Competition between investors and first home buyers about to heat up
03 Nov 2024 Pie adds new filling to its KiwiSaver reciepe
03 Nov 2024 Makao adds third consultant
01 Nov 2024 NZ sharemarket down over 1.5% for the week
01 Nov 2024 Rise in households struggling with mortgage repayments; RBNZ: house prices still near top of sustainable levels
01 Nov 2024 Rise in households struggling with mortgage repayments
October 2024
31 Oct 2024 NZ sharemarket down ahead of big US election
31 Oct 2024 From MAC to board
31 Oct 2024 RBNZ: house prices still near top of sustainable levels
31 Oct 2024 From MAC to board
31 Oct 2024 More newbies at FMT
30 Oct 2024 NZ sharemarket down 0.6% on Spark's disappointing update
30 Oct 2024 Finding skilled talent still a challenge for FMA
30 Oct 2024 Prospa expands its offerings in New Zealand
30 Oct 2024 How much knowledge of medical conditions are life advisers expected to have?
30 Oct 2024 Coach dances into sales role at AIA
30 Oct 2024 Prospa expands its offerings
29 Oct 2024 NZ sharemarket up nearly 1% after long weekend as Serko surges
29 Oct 2024 Pathfinder team mourns death of portfolio manager
29 Oct 2024 Booster Foundation takes off
29 Oct 2024 Insync: Market concentration a myth
28 Oct 2024 Active or Passive? How about the best of both worlds
26 Oct 2024 Stakeholders’ satisfaction with FMA takes a tumble
25 Oct 2024 Robust trading update from Tauranga Port perks up market
25 Oct 2024 IRD likely to catch up with those not declaring FIF income
24 Oct 2024 NZ sharemarket up 0.2%, Infratil hits all-time high
24 Oct 2024 Regulator seeks improvements from DIMS licence holders
24 Oct 2024 ANZ says Kiwibank is grabbing a quarter of home and business loans
24 Oct 2024 [GRTV] Smart is launching four new ETFs
23 Oct 2024 NZ sharemarket posts small decline on busy day
23 Oct 2024 ANZ says Kiwibank is grabbing 25% of home and business loans
23 Oct 2024 New head of wealth partnerships at PG Investments
22 Oct 2024 NZ sharemarket down 0.8%, ASX almost double that
22 Oct 2024 NZFSG’s ‘MyInduction’ Programme: Setting advisers up for success
22 Oct 2024 Economist Shamubeel Eaqub joins Simplicity
22 Oct 2024 Asteron Life internship a career launching opportunity for AUT student
22 Oct 2024 ASB looks for a CIO
22 Oct 2024 Guardians of NZ Superannuation appoints co-CIOs
21 Oct 2024 NZX50 nears the 13,000 points mark for the first time since 2021
21 Oct 2024 Avanti Finance has a new chief risk officer
20 Oct 2024 Select Wealth joins $1 bill club
20 Oct 2024 nib launches tool to support women through menopause
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.
2 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.
2 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?
2 weeks ago Simon Rule