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April 2024
09 Apr 2024 KiwiSaver and Insurance: Assessing lifetime financial needs
08 Apr 2024 NZ sharemarket drops for seventh time in eight days
08 Apr 2024 Fair outcomes could be another CCCFA fiasco
08 Apr 2024 Small businesses warned about loans; ASB Fixed home loan rate changes
08 Apr 2024 Small businesses warned about loans
08 Apr 2024 [Opinion] Will RBNZ demand proof from Resolution on support for Asteron Life customers?
05 Apr 2024 NZ sharemarket down 0.77% for the week
05 Apr 2024 Art of Investing: A journey from shadows to spotlight
05 Apr 2024 Who will be the first?
05 Apr 2024 Rate cuts – who will be the first?
05 Apr 2024 nib: government has no appetite for tax breaks for health ins premiums
05 Apr 2024 Version review of NZCFS Level 5 a structural tweak, skill standards still to come
04 Apr 2024 NZ sharemarket has mixed trading day, Synlait tumbles further
04 Apr 2024 Improvement in arrears but trough still to come; Lifetime Home Masterclass 11 April (Wellington)
04 Apr 2024 Platinum shares plunge on FUM losses and restructuring
04 Apr 2024 Octagon targets FAPs via NZX Wealth platform
04 Apr 2024 Asteron Life sold
04 Apr 2024 Improvement in arrears but trough still to come
04 Apr 2024 FMA wants feedback on green bonds
04 Apr 2024 Two adviser groups tie the knot
03 Apr 2024 NZ sharemarket down 0.5%
03 Apr 2024 Largest US pension fund snares NZ Super Fund CIO
03 Apr 2024 Impaired loans mounting; Westpac lowers home loan rates
03 Apr 2024 Impaired loans mounting
03 Apr 2024 Gender pay gap and not contribution rates disadvantage women on KiwiSaver
02 Apr 2024 NZ sharemarket down, Synlait reaches new all-time low
02 Apr 2024 Clawbacks could sneak onto ComCom agenda; Lifetime Home Masterclass 10 Apr
02 Apr 2024 Clawbacks could sneak onto ComCom agenda
02 Apr 2024 ASIC wins greenwashing case against Vanguard
02 Apr 2024 Bad news for NZ is good news for bond investors: Nikko
01 Apr 2024 [GRTV] FANZ stands on its legacy in face of competition in the mortgage space
March 2024
29 Mar 2024 Pain for gain
29 Mar 2024 Survive ‘til 25
29 Mar 2024 Is the illusion of knowledge holding your business back?
29 Mar 2024 Analysing AI’s Impact on Financial Advice, Part 2
28 Mar 2024 NZ sharemarket celebrates a near 1% Easter rise
28 Mar 2024 Digital Signatures and Fraud
28 Mar 2024 Encouraging signs of growth
28 Mar 2024 Mortgage figures show encouraging signs of growth
28 Mar 2024 US decisions likely to decide between more inflation or deflation
27 Mar 2024 NZ sharemarket stuck in negative territory ahead of Easter weekend
27 Mar 2024 Australian is new CEO of Guardians of NZ Superannuation
27 Mar 2024 FAMNZ members can join in April
27 Mar 2024 Bayly will talk to coalition partners before any change to KiwiSaver
27 Mar 2024 New winner for Fund Manager of the Year
27 Mar 2024 Potential FAMNZ members in waiting game
26 Mar 2024 NZ sharemarket ends five day bull run
26 Mar 2024 Southern Cross latest insurer to get FMA warning
26 Mar 2024 Mortage advisers get the ear of Commerce Commission
26 Mar 2024 The AI revolution in financial advice: A reality check
26 Mar 2024 Lindsay sells Strategy Reserach to Trail after cancer experience
26 Mar 2024 NZ scopes a green taxonomy to provide a common language on sustainable finance
26 Mar 2024 Simplicity takes stake in tax tech company
26 Mar 2024 Mortage advisers get the ear of Com Com
25 Mar 2024 NZ sharemarket closes with decent rise
25 Mar 2024 Out of touch with the reality of mortgage advice
25 Mar 2024 Tax deducibility for health insurance premiums?
25 Mar 2024 The cheap treat that’s getting more expensive
25 Mar 2024 ComCom accused of being out of touch with the reality of mortgage advice
25 Mar 2024 [GRTV] Bayly wants a twin peaks model for financial regulation
24 Mar 2024 New director and executive changes at Perpetual Guardian
23 Mar 2024 One dealer group speaks up
23 Mar 2024 Advisers have consumers best interest: Finsure
22 Mar 2024 NZ sharemarket gets wake-up prod thanks to Fisher & Paykel
22 Mar 2024 Old hand in new role at Chubb
22 Mar 2024 Wow, that was some response. Advisers respond to the Com Com report
22 Mar 2024 Maple-Brown Abbott appoints new business development manager
22 Mar 2024 Non-banks, banks welcome different aspects of ComCom draft report
21 Mar 2024 NZ sharemarket gains over 0.5% amid recession news
21 Mar 2024 Com Com bank review out: Here's what they said about advisers
21 Mar 2024 Mortgage advisers remain at risk of being “unduly influenced” by commissions
21 Mar 2024 ESG-linked remuneration survey part of engagement toolbox
20 Mar 2024 NZ sharemarket makes small gain
20 Mar 2024 Partners helps fund depression recovery centre
20 Mar 2024 Investment manager cleared of assault
20 Mar 2024 Kip Hanna – NZHL Group a Year on
20 Mar 2024 DTIs need deeper analysis - BusinessNZ
20 Mar 2024 Liberty Financial wins tax appeal
20 Mar 2024 DTIs need deeper analysis
20 Mar 2024 Wrestling the gorilla
19 Mar 2024 NZ sharemarket up more than 0.5%
19 Mar 2024 Partners distribution boss jumps to Asteron
18 Mar 2024 Another day of falling prices on the stock exchange
18 Mar 2024 Activating DTIs and loosening LVRs - NZBA
18 Mar 2024 Activating DTIs and loosening LVRs
18 Mar 2024 Support for regulation
18 Mar 2024 [GRTV] A trip around investment issues with MyFiduciary’s Chris Douglas
17 Mar 2024 AIA adds cover for prophylactic surgery following cancer
17 Mar 2024 Multiply partners with NZX Wealth Technologies for tech innovation
17 Mar 2024 28-year streak for Fidelity
16 Mar 2024 FirstCape another step closer to launching
15 Mar 2024 NZ sharemarket's wild ride continues as week ends on a fall
15 Mar 2024 Loan Market gets new leader
15 Mar 2024 BusinessNZ says FMA should shelve its fair outcomes guidelines
15 Mar 2024 Loan Market adds national director to supercharge adviser growth
15 Mar 2024 Appalling insurance industry service levels
15 Mar 2024 AIA Wellbeing Survey: Your health is your wealth, the importance of recovery
15 Mar 2024 [Podcast] TMM Ep1 Basecorp's plans for 2024
14 Mar 2024 NZ sharemarket drifts aimlessly as investors hibernate
14 Mar 2024 Former mortgage adviser sentenced for financial fraud
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.
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