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February 2024
16 Feb 2024 NZ sharemarket bounces back after Fletcher Building recovery
16 Feb 2024 ASB has only 370 distressed home loan customers
16 Feb 2024 NZ Super a taonga we can afford as is - retirement commissioner
16 Feb 2024 Melanie Purdey skates off to new horizons
15 Feb 2024 Continuing surprises drive NZ sharemarket down for sixth day
15 Feb 2024 Magellan appoints new CEO
15 Feb 2024 ASB out of favour with advisers; but not too worried
15 Feb 2024 ASB admits advisers don't like its pricing
14 Feb 2024 Fletcher, US CPI cast shadow over NZ sharemarket
14 Feb 2024 FMT gets new CFO
14 Feb 2024 Claims a valuable learning tool
14 Feb 2024 KiwiSaver reaches $104 billion
14 Feb 2024 [OPINION] Analysing AI’s Impact on Financial Advice, Part 1
14 Feb 2024 ASB's mortgage book shrank $518m from June
14 Feb 2024 ASB profit tumbles; Mortgage book shrinks
14 Feb 2024 Responsible mining initiative formed
14 Feb 2024 Survey shows inflation expectations falling – good news for RBNZ
13 Feb 2024 NZ sharemarket bounces around as earnings season begins
13 Feb 2024 RBNZ cries wolf – Kiwibank
13 Feb 2024 Fund managers want modern slavery law to match investor expectations
13 Feb 2024 Not many borrowers left to refinance onto higher rates
13 Feb 2024 NZers adjustment to higher rates about 80% complete: RBNZ
12 Feb 2024 NZ sharemarket: year's gains lost in single day
12 Feb 2024 Richard Klipin calls the end of his innings at FSC
12 Feb 2024 FSC chief executive resigns
12 Feb 2024 Property investors should consult mortgage advisers on debt-to-income impacts
12 Feb 2024 nib adds specialist skills to its board
12 Feb 2024 Property investors should consult mortgage advisers on DTI impacts
12 Feb 2024 Time to revisit banking in New Zealand?
09 Feb 2024 The NZ sharemarket ends week with fall of 0.6%
09 Feb 2024 AI: The great acceleration
09 Feb 2024 Generate cracks $5 bill mark
09 Feb 2024 Trustees seeking refuge in PIEs could weaken our capital markets
08 Feb 2024 NZ sharemarket drifts down ahead of reporting season
08 Feb 2024 Unemployment ticking up, OCR cuts a way off, house building tanking
08 Feb 2024 Unemployment up, OCR cuts a way off, house building tanking
08 Feb 2024 Fake adviser gets mixed sentence
07 Feb 2024 NZ sharemarket lifts on economic data
07 Feb 2024 My Fiduciary is moving to PIE-only portfolio recommendations
07 Feb 2024 First FANZ now FAMNZ. New Ozzy adviser association appoints country head
06 Feb 2024 FAMNZ v FANZ; New association appoints old hand
05 Feb 2024 Convention centre woes hammer Fletcher's share price
05 Feb 2024 Debt-to-income (DTI) restrictions will be hard on start-ups
05 Feb 2024 DTIs will be hard on start-ups
05 Feb 2024 [OPINION] Alphabet and Microsoft: Searching for AI Monetisation
05 Feb 2024 KiwiSaver investments in harmful stocks plummet
03 Feb 2024 Pathfinder founder signs off
02 Feb 2024 Healthcare heavyweight leads NZ sharemarket upwards
02 Feb 2024 Simple, streamlined regulation the golden prize
01 Feb 2024 NZ sharemarket rises as honeymaker shares turn sour
01 Feb 2024 A Growth Mindset – introducing NZHL Group
01 Feb 2024 Mortgage and loan repayment arrears rise sends a worrying signal to the market
01 Feb 2024 Mortgage and loan repayment arrears rise
01 Feb 2024 Changes to CCCFA and CoFI open opportunities
01 Feb 2024 Salt looks to valuation and thematic support in 2024
01 Feb 2024 Generate appoints new national advice manager
January 2024
31 Jan 2024 ASX hits new record as NZ sharemarket falls
31 Jan 2024 What does the rest of 2024 have in store?
31 Jan 2024 Changes to CCCFA and CoFI open opportunities
31 Jan 2024 Former banker comes NZFSG's new CEO
31 Jan 2024 Bank BDM to led NZFSG; Big changes being made to CCCFA
31 Jan 2024 CCCFA wrecking ball to be turned on its head
31 Jan 2024 Prickly CoFI legislation to be kept but reformed
30 Jan 2024 NZ investors shrug off Reserve Bank views and a retailer's woes
30 Jan 2024 AIA's new Southern region manager
30 Jan 2024 Fisher's KiwiSaver FUM sluggish after Kiwi Wealth purchase
30 Jan 2024 Doubling down on OCR cuts being some way off; Investor lending falls to new lows
30 Jan 2024 Doubling down on OCR cuts being some way off
30 Jan 2024 I would do anything for life, but I won’t do that
30 Jan 2024 Investor lending falls to new lows
27 Jan 2024 How Succession planning worked for me
27 Jan 2024 Nominated beneficiaries and estate processes
26 Jan 2024 NZ sharemarket ends week with healthy rise of over 1%
26 Jan 2024 Advisers to be beefed up on lending lines
26 Jan 2024 Gaming still bigger than Ben Hur
26 Jan 2024 Keep pension at 65, young ones might need it
25 Jan 2024 NZ sharemarket treads water as US equities march up
25 Jan 2024 New Zealand inflation dragon not slain yet
25 Jan 2024 Inflation dragon not slain yet
25 Jan 2024 The tipsy-topsy world of recent KiwiSaver performance
24 Jan 2024 NZ sharemarket edges up as inflation data released
24 Jan 2024 How to Change to a Digital KiwiSaver Advice Process
24 Jan 2024 It's a pimple on the backside of an elephant
24 Jan 2024 US rally boosts Sharesies retail sentiment defying usual Christmas jitters
24 Jan 2024 Non-bank lenders a pimple on the backside of the market
23 Jan 2024 NZ sharemarket up 1% for the day
23 Jan 2024 BREAKING NEWS: RBNZ reveals DTI plans
23 Jan 2024 DTIs will have no significant impact on house prices immediately
23 Jan 2024 RBNZ gives details of new lending rules
23 Jan 2024 There is an immediate opportunity for streamlining by the banks
23 Jan 2024 SEC decision on bitcoin ETFs allows Vault to slash fees
22 Jan 2024 NZ sharemarket shows positive signs after last week's lows
22 Jan 2024 CLAIM STORY: Successful claims changed lives – even for people who weren’t clients
22 Jan 2024 Banks could be better at streamlining processes
22 Jan 2024 nib gets new CFO
22 Jan 2024 [OPINION]SEC allows bitcoin ETFs but bitcoin still lacks intrinsic value
20 Jan 2024 The bird in the hand or two in the bush?
19 Jan 2024 Call on OCR cuts but no warning expected from RBNZ
19 Jan 2024 NZ sharemarket down 1.6% for the week
19 Jan 2024 Westpac lowers rates; New home equity release product coming
Latest News
Use Your Client Book to Fund Growth, Succession, and Acquisition
Use Your Client Book to Fund Growth, Succession, and Acquisition
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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
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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