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August 2024
16 Aug 2024 AIA Wellbeing Study: Hybrid working can increase performance if boundaries are strong
16 Aug 2024 Quotemonster launches KiwiSaver research tool
16 Aug 2024 Terms of reference for the Banking inquiry laid out
16 Aug 2024 Banking inquiry reference terms laid out
15 Aug 2024 Skellerup rallies on robust earnings as NZ market revels on lower rates
15 Aug 2024 RBNZ says rate cuts should act faster this time; Banks slash mortgage rates as further OCR cuts signalled
15 Aug 2024 RBNZ says rate cuts should act faster this time
15 Aug 2024 Southern Cross Health Insurance – responding to member needs with important policy updates
15 Aug 2024 Banks slash mortgage rates as further OCR cuts signalled
15 Aug 2024 Southern Cross Health Insurance – responding to members’ needs with important policy updates
14 Aug 2024 NZX 50 surges as RBNZ takes handbrake off economy
14 Aug 2024 RBNZ cuts OCR to 5.25% and forecasts another cut this year
14 Aug 2024 BREAKING: OCR reduced by 25 basis points to 5.25%
14 Aug 2024 BREAKING: OCR 5.25% - Monetary restraint tempered as inflation converges on target
14 Aug 2024 ASB's mortgage book returned to growth; Half of household income going to mortgage
14 Aug 2024 ASB's mortgage book returned to growth in the 2nd half
14 Aug 2024 Half of household income going to the mortgage
14 Aug 2024 Life advisers need to actively review legacy policies
13 Aug 2024 Fidelity Life extends 3-months premium free offer
13 Aug 2024 [OPINION] What is ‘suitable’ life advice?
13 Aug 2024 Gas supply buoys Contact, Genesis as markets await RBNZ
13 Aug 2024 Division over OCR cut and problems with RBNZ; TSB rates change
13 Aug 2024 Division over OCR cut and problems with RBNZ
13 Aug 2024 How climate friendly are KiwiSaver schemes?
13 Aug 2024 Fisher Funds fixed income manager departs
12 Aug 2024 Sharemarket creep higher as rate review, earnings come into focus
12 Aug 2024 Luke Jackson hits new target; Growing calls for OCR cut
12 Aug 2024 Luke Jackson lands a new gig
12 Aug 2024 The RBNZ pivot is here
11 Aug 2024 nib launches AI-driven symptom checker
10 Aug 2024 New TMM available; You can read it here
09 Aug 2024 NZ market falls 1.7% this week as it stutters into earnings season
09 Aug 2024 Learnings from Our Clients
09 Aug 2024 Business leaders expect quicker inflation drop; Another defendant named in SFO mortgage and investment fraud case
09 Aug 2024 Business leaders expect quicker inflation drop
09 Aug 2024 The positive that we do
09 Aug 2024 Embracing GenAI: A Roadmap for NZ Financial Services Companies - Part 2
08 Aug 2024 Power price squeeze saps energy companies as Manawa tumbles
08 Aug 2024 Top five KiwiSaver providers continue market share jostle
07 Aug 2024 Vista leads market higher as broker support swells
07 Aug 2024 Fidelity survey: most Kiwis haven't consulted an adviser
07 Aug 2024 Another defendant named in SFO mortgage and investment fraud case
07 Aug 2024 Mortgage firm backs Kiwibank as a disruptive competitor; Economists lighting the path to OCR cuts
07 Aug 2024 Mortgage firm backs Kiwibank as a disruptor
06 Aug 2024 NZ shares left behind as Asian markets rally after Nikkei rout
06 Aug 2024 Level 5 certificate to remain the minimum requirement for advisers
06 Aug 2024 Economists lighting the path to OCR cuts
06 Aug 2024 Flurry of rate changes
05 Aug 2024 NZ shares join global rout as fears of US recession grow
05 Aug 2024 Modern slavery engagement to continue despite govt setback
05 Aug 2024 Bankers’ personal liabilities under CCCFA to remain; First home buyers fade, investors rise
05 Aug 2024 David Boyle gets a new role
05 Aug 2024 Bankers’ personal liabilities under CCCFA to remain
05 Aug 2024 First home buyers fade, investors rise
02 Aug 2024 Local shares hold up despite overseas slowdown worries
02 Aug 2024 Du Val Group placed into interim receivership by High Court
02 Aug 2024 CCCFA changes welcomed, but more needed - FSF
02 Aug 2024 CCCFA changes welcomed, but more needed
02 Aug 2024 Are NZ equities a buy?
02 Aug 2024 Kernel gets big tech onboard
02 Aug 2024 Asteron Life to back adviser learnings from global MDRT conference
02 Aug 2024 Fictional fund manager accounts
01 Aug 2024 NZ sharemarket continues to rise
01 Aug 2024 The Case for Simple Life
01 Aug 2024 Devon and Generate join other managers in having a better year
July 2024
31 Jul 2024 NZ sharemarket edges up on end of month trading
31 Jul 2024 First Mortgage Trust creates another new role
31 Jul 2024 Fads, trends, and megatrends
31 Jul 2024 Construction finance company gets new facility
31 Jul 2024 First Mortgage Trust creates another new role
31 Jul 2024 Survey: demand growing for adviser expertise on ethical investing
30 Jul 2024 NZX up more than 0.5% as weak dollar boosts some stocks
30 Jul 2024 Fisher Funds gets into private equity
30 Jul 2024 Quotemonster adds KiwiSaver comparison and research
29 Jul 2024 NZ sharemarket down 0.29%
29 Jul 2024 nib gets a new leader
29 Jul 2024 June quarter wholesale fund returns were a mixed bag
29 Jul 2024 Better year for Milford
29 Jul 2024 Will we decline a quarter of IP applicants on their income source?
27 Jul 2024 Election Cycles and Investment returns
26 Jul 2024 NZ sharemarket closes week down 0.38%
26 Jul 2024 GenAI How to Guide: Part 1
26 Jul 2024 New chapter for Fisher Funds
26 Jul 2024 Partners nabs Southern Cross exec
26 Jul 2024 [GRTV] FMA monitoring gives FAPs eight out of 10
25 Jul 2024 NZ sharemarket down over 1%
25 Jul 2024 New guidance for client money and property services brokers
25 Jul 2024 Embracing GenAI: A Roadmap for NZ Financial Services Companies - Part 1
25 Jul 2024 Stewardship limitations call for a more strategic approach
24 Jul 2024 KiwiSaver finally gets personal
24 Jul 2024 NZ sharemarket marches higher, up 6.4% this year
24 Jul 2024 Non-bank lender secures funding line from Westpac NZ
24 Jul 2024 Non-bank lender secures funding line from Westpac
24 Jul 2024 Kōura spawns new role
24 Jul 2024 Harbour puts out first stewardship report as sustainability round up
23 Jul 2024 NZ sharemarket up nearly 1% amid ongoing takeover drama
23 Jul 2024 Deloitte: shared equity schemes could arrest declining home ownership
23 Jul 2024 Pre-approvals not turned off; Shared equity could be the answer
23 Jul 2024 Predictions for OCR cut next month - ASB
23 Jul 2024 Mortgage pre-approvals stopped
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
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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?
3 weeks ago Simon Rule