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March 2024
14 Mar 2024 Former mortgage adviser sentenced for fraud
14 Mar 2024 Zipped up
14 Mar 2024 A better investment market
14 Mar 2024 [OPINION] Recessionary times
13 Mar 2024 NZ sharemarket not inspired by Briscoe's strong result
13 Mar 2024 Banks want tweaks, not repeal
13 Mar 2024 The FMA turning up doesn't mean it wants to shut down an adviser
13 Mar 2024 Banks want tweaks, not repeal, to CCCFA and CoFi
12 Mar 2024 NZ sharemarket slides 0.37%
12 Mar 2024 Celebrating Excellence in Ethical and Impact Investing: Mindful Money announces broader entry criteria for the annual Awards and a new category
12 Mar 2024 The turning tide; Long-term development funding options needed
12 Mar 2024 Long-term development funding options needed
11 Mar 2024 US inflation fears put dampener on NZ sharemarket
11 Mar 2024 The turning tide
11 Mar 2024 More rate cuts; Changes at Link Group
11 Mar 2024 Advice Link gets new head
11 Mar 2024 Kernel launches NZ-first target maturity bond funds
11 Mar 2024 Total Wealth's NZXWT onboarding story
08 Mar 2024 NZ sharemarket ends week up 1.5%
08 Mar 2024 Mint spearheads letter to the Government addressing Modern Slavery Legislation
08 Mar 2024 NEW: The first TMM Podcast
08 Mar 2024 Those with licences unlikely to have to undergo another licencing process: FMA
07 Mar 2024 NZ sharemarket has third consecutive rise this week
07 Mar 2024 Our Goal: To Help You
07 Mar 2024 Insurance advisers must know their products
07 Mar 2024 FANZ lays down a challenge; Tik Toking mortgage adviser awarded for his work
07 Mar 2024 Interest rate expectations: It’s not over yet
07 Mar 2024 Mortgage adviser takes out financial literacy award
07 Mar 2024 Chubb appoints David Morrow as Country President for New Zealand
07 Mar 2024 ANZ's Zollner: be careful what you wish for on house prices
07 Mar 2024 Fidelity Life opens door to new advisers
07 Mar 2024 [GRTV] Free model portfolios aim to improve the industry
06 Mar 2024 NZ sharemarket turnaround as Mercury Energy hits all-time high
06 Mar 2024 Unsold houses flood the market; BNZ reduced its six months to two years rates
06 Mar 2024 FANZ aims to be the voice and champion of financial advisers
06 Mar 2024 Interest rates drop, unsold houses flood the market
06 Mar 2024 Claims a valuable learning tool
06 Mar 2024 Kiwis, depending on their age group, generally want compulsory KiwiSaver
05 Mar 2024 Rebound in property stocks helps lift NZ sharemarket
05 Mar 2024 Commerce minister plans extensive financial services laws overhaul
05 Mar 2024 Mortgage arrears rising but still low; Mortgage lending grows but still soft
05 Mar 2024 Mortgage arrears rising but still low
04 Mar 2024 NZ sharemarket down after wobbly trading day
04 Mar 2024 Mortgage lending grows but still soft
04 Mar 2024 Rates are starting to move - down; Checking in on Pepper
02 Mar 2024 Analysing AI’s Impact on Financial Advice, Part 1
02 Mar 2024 Pepper says HSBC acquisition integrated without need of more staff
01 Mar 2024 NZ sharemarket has quieter day after yesterday's swings
01 Mar 2024 Dennis Edel Takes Helm as SBS Wealth’s Chief Client Officer
01 Mar 2024 Three from Kiwi Wealth move to SBS Wealth
01 Mar 2024 Perseverance and hard work pay off
01 Mar 2024 Westpac loaded up on home loans in the Dec Qtr after a quiet period
01 Mar 2024 Find out who is new to the industry
01 Mar 2024 Bizcap appoints NZ general manager
01 Mar 2024 If you dive into the weeds, then expect to drown in the swamp, eventually
01 Mar 2024 [GRTV] New report looks at ways to improve access to financial advice + VIDEO
01 Mar 2024 New BDM for Avanti Finance
February 2024
29 Feb 2024 NZ sharemarket 'lacklustre' as earning seasons closes out
29 Feb 2024 Rising bank funding costs to put upward pressure on mortgage rates
29 Feb 2024 Shareholders asked to approve FirstCape deal
29 Feb 2024 Ring the Belle
29 Feb 2024 Ryall steps down as nib chairman
29 Feb 2024 [GRTV] How well do NZ equities funds perform?
29 Feb 2024 Rising bank funding costs to put upward pressure on mortgage rates: RBNZ
29 Feb 2024 KiwiSaver portability settings blocking investors from private asset benefits
28 Feb 2024 RBNZ rate call gives NZ stocks a boost
28 Feb 2024 RBNZ holds OCR at 5.5%; no cuts until mid-2025
28 Feb 2024 OCR 5.50% - Monetary Policy remains restrictive
28 Feb 2024 BREAKING: OCR 5.50% - Monetary Policy remains restrictive
28 Feb 2024 Only 54% of active NZ equities managers beat the benchmark index in 2023
28 Feb 2024 Insurance an increasing concern for mortgage advisers
27 Feb 2024 NZ stocks ease while speculation swirls around Fletcher Building
27 Feb 2024 Takeover offer made for Prospa
27 Feb 2024 Christchurch adviser cracks $1 billion mark; ASB cuts key rate
27 Feb 2024 Reaching towering levels of sales
27 Feb 2024 nib NZ first-half net profit impacted by inflation
26 Feb 2024 NZ sharemarket flat as earning season rolls on
26 Feb 2024 Guardians gets new chair
26 Feb 2024 [OCR forecasts] RBNZ piloting a plane without knowing how hot the engine is running
26 Feb 2024 RBNZ piloting a plane without knowing how hot the engine is running
26 Feb 2024 MSCI Appoints Head of Australia and New Zealand
24 Feb 2024 Perpetual Guardian finally gets part of Trustees
23 Feb 2024 Market ends on a slight upnote after week of poor results
23 Feb 2024 Fisher hook Kingfish again
23 Feb 2024 SmartShares FUM up 33%
23 Feb 2024 Much higher OCR not impossible - ANZ
22 Feb 2024 NZ sharemarket rises, aided by speculation of Fletcher sale
22 Feb 2024 Kiwibank smashes out the home loans
22 Feb 2024 Kiwibank accounted for 25% of all bank mortgage lending in Dec half year
22 Feb 2024 The bulls are back
21 Feb 2024 NZ sharemarket turns positive after days of decline
21 Feb 2024 [OPINION] Four Steps to Preserve your Family’s Wealth and Legacy
21 Feb 2024 Sales dive to new depths – lending at low DTIs
21 Feb 2024 Complaint resolution course grows
21 Feb 2024 New hand on the distribution helm at Chubb
20 Feb 2024 Investors hard on soft earnings as NZ sharemarket continues to slide
20 Feb 2024 AMP's NZ arm lifts profit despite
19 Feb 2024 Sharemarket drama as reporting season resumes
19 Feb 2024 nib NZ puts commission, adviser changes on hold while it deals with IT glitches
17 Feb 2024 Recent studies show that passive investing now outweighs active investing
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