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October 2023
26 Oct 2023 NZ sharemarket continues to slide
26 Oct 2023 Nominations open for industry awards
26 Oct 2023 An agreed model is needed
26 Oct 2023 Specious arguments from big banks need to be taken down - Habilis
26 Oct 2023 Drug destruction proved despite no pre-tenancy test
26 Oct 2023 What if the government had paid down debt instead of investing in the NZ Super Fund?
26 Oct 2023 What if the government had paid down debt instead of investing in the NZ Super Fund?
25 Oct 2023 Interest rates, earnings guidance squeezes shares down
25 Oct 2023 ANZ&BNZ increase interest rates again; Recovery in mortgage lending expected in next six months
25 Oct 2023 Recovery in mortgage lending expected in next six months
25 Oct 2023 KiwiWrap KiwiSaver has highest average balance
24 Oct 2023 Eroad leads market lower as rising bond yields weigh
24 Oct 2023 BTR on cusp of becoming a major housing sector
23 Oct 2023 Wealth and health crises forges new purpose for retirement planner
23 Oct 2023 Qualifications and the Provider Messaging
23 Oct 2023 Shanks stays in industry but moves to Oz
20 Oct 2023 NZX50 sinks to lowest point for 2023
20 Oct 2023 Inflation drops, wealth falls but lower OCR still a way off
20 Oct 2023 Wealth falls, inflation drops but lower OCR still a way off
20 Oct 2023 Subdued market recovery over past five months
20 Oct 2023 Akahu aspires to be the "plumbing" of open banking
20 Oct 2023 Harbour Investment Outlook: Higher for longer, but how much longer?
19 Oct 2023 International tension, high bond yields drives stocks lower
19 Oct 2023 Refinancing becomes a hot option for borrowers
19 Oct 2023 Refinancing becoming a hot option for borrowers
18 Oct 2023 NZ market flattens as investors mull on data
18 Oct 2023 Which is the riskier business? Advice or Product?
18 Oct 2023 CCCFA changes can’t come fast enough
18 Oct 2023 Investors show market return
18 Oct 2023 Changes can’t come fast enough
18 Oct 2023 Insync uncovers flaws in passive versus active debate
17 Oct 2023 NZ market lifts after surprise CPI data
17 Oct 2023 Partners Life unbundles trauma cover
17 Oct 2023 Inflation rate falls to 5.6%
17 Oct 2023 Inflation drops lower than predictions
16 Oct 2023 Changes on horizon under new government
16 Oct 2023 Fletcher Building pulls NZ market lower
16 Oct 2023 Fiscal restraint may on the table
16 Oct 2023 Fiscal restraint probably on the table
16 Oct 2023 Aucklanders lead the way in seeing a bullish housing market
16 Oct 2023 Unlocking Homeownership Options with Pepper Money
15 Oct 2023 Insurance can help parents facing mental health concerns
13 Oct 2023 NZ market dips as election looms
13 Oct 2023 Yovich & Co Wealth goes live on NZX Wealth Technologies platform
13 Oct 2023 Many people with home loans are managing relatively well
13 Oct 2023 Number of borrowers ahead on repayments dips slightly
13 Oct 2023 Avanti gets new driver of its auto business
13 Oct 2023 Attestations, qualifications, and just general tick boxing
12 Oct 2023 Fletcher and election uncertainty makes for a quiet sharemarket
12 Oct 2023 Green shoots appearing in housing market
12 Oct 2023 Higher rents for fewer rentals
11 Oct 2023 NZ market edges up while Fletcher Building goes into trading halt
11 Oct 2023 New code launched for debt collectors
11 Oct 2023 More time on clients, less on investment
11 Oct 2023 New code for debt collectors
11 Oct 2023 Beyond wealth – financial planning works
11 Oct 2023 Fidelity's three-headed prong back into adviserland
11 Oct 2023 Consilium Wrap lowers international brokerage fees
10 Oct 2023 NZ market enjoys positive bounce amidst volatile day
10 Oct 2023 One mortgage adviser has turned his hand to helping small businesses
10 Oct 2023 Book aimed at small businesses
10 Oct 2023 Housing market turns but big bounce not expected
10 Oct 2023 Privacy - Do we really understand it?
10 Oct 2023 Sharesies investor mood up and down
10 Oct 2023 Stewardship grows, exclusion normalising
09 Oct 2023 NZ market in the red as election countdown begins
09 Oct 2023 The question is repealing the CCCFA will be enough or not
09 Oct 2023 Will repealing the CCCFA be enough?
09 Oct 2023 Diversification - Markowitz’s greatest gift
07 Oct 2023 Westpac streamlines process for switching banks
06 Oct 2023 Weak energy companies drag NZ sharemarket lower
06 Oct 2023 Weak energy companies drag NZ sharemarket lower
06 Oct 2023 FMA reviews players in Kloogh Ponzi scheme
05 Oct 2023 NZ sharemarket rises US Treasury yields drop
05 Oct 2023 It’s just a matter of assessing the cost, or economic damage, of the war
05 Oct 2023 A better quarter in store?
05 Oct 2023 Dimensional launches NZ PIE to investing sustainable Australian equities
05 Oct 2023 Inflation war will be won but at what cost?
04 Oct 2023 NZ market flat as RBNZ keeps OCR at 5.5%
04 Oct 2023 OCR remains at 5.50%
04 Oct 2023 BREAKING: Official Cash Rate remains at 5.50%
04 Oct 2023 Finance difficulties don’t stop house buying
04 Oct 2023 Flood of new investors unlikely even if Government changes
04 Oct 2023 FMA releases final record keeping guidance for climate reporting
04 Oct 2023 Authority Documents - What’s too far?
04 Oct 2023 AIA gets a new non-executive, independent board member
03 Oct 2023 NZ market flat as RBA hits the handbrake
03 Oct 2023 It is important for advisers within a firm to share information about client’s needs
03 Oct 2023 A Journey in Oils Holly Haines
03 Oct 2023 The tax benefits of a new build
03 Oct 2023 Chubb Life scholarship winner
03 Oct 2023 Adviser firm pays $133,000 for part of house deposit lost in growth fund
02 Oct 2023 Pacific Edge falls as NZ market sinks into the red
02 Oct 2023 Higher top-up tax looming if Government doesn't change
September 2023
30 Sep 2023 Southern Cross is “very supportive” of CoFi
29 Sep 2023 Sharemarket rises on quarter-end buying
29 Sep 2023 Loosened LVRs push up mortgage lending
29 Sep 2023 Not enough understanding of non-bank lending
29 Sep 2023 Financial Advice NZ CEO hangs up her boots
29 Sep 2023 Not enough awareness and understanding of non-bank lending
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
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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
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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