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May 2023
11 May 2023 Advising clients in a changed mortgage world
11 May 2023 DWTS winner becomes AIA Vitality Coach
11 May 2023 Market keeps getting worse as sales collapse
10 May 2023 NZ sharemarket gains nearly 1%, Pushpay bids farewell to NZX
10 May 2023 InvestNow adds another manager to its KiwiSaver scheme
10 May 2023 FMA censures advice firm; Tony Alexander's latest housing market update
10 May 2023 House buyers slow on reading market changes
10 May 2023 Aurora pinged for misleading clients
10 May 2023 A good quarter for KiwiSaver
10 May 2023 Kiwi investment in companies destroying tropical rainforests increases
09 May 2023 Stormy weather dampens uncertain NZ sharemarket
09 May 2023 Westpac in catch-up mode
09 May 2023 More than half Westpac's business is from advisers
09 May 2023 Financial advice with a side of solar
09 May 2023 Working out how long you will live
08 May 2023 Tower earnings downgrade causes sharemarket stir
08 May 2023 Westpac fattens margins as mortgage book grows
08 May 2023 DTIs will make life harder for advisers
08 May 2023 How DTIs will affect mortgage advisers
05 May 2023 NZ sharemarket finishes week down more than 0.5%
05 May 2023 [GRTV] AIA discusses the evolution of change in the industry
05 May 2023 Valuation methods are in the eye of the beholder
05 May 2023 ANZ admits latest profit is big, but defends it
05 May 2023 ANZ posts $1 billion plus profit
05 May 2023 When it comes to equities, there is no hiding from the voting machine
04 May 2023 NZ market bounces back from morning low
04 May 2023 BNZ slowly lifts mortgage broker business
04 May 2023 Where in the Code is this?
04 May 2023 RBNZ gives its take on house prices
04 May 2023 Don’t expect any Government handout for mortgage repayment stress
04 May 2023 How DTIs will affect investors
04 May 2023 Sharesies KiwiSaver to include stocks in a self-select option
03 May 2023 US banking and NZ inflation worries causes sharemarket slump
03 May 2023 Have banks reintroduced sales targets?
03 May 2023 Reports of sales targets prompt FMA letter to banks
03 May 2023 NZ Super Fund CEO announces retirement
03 May 2023 Auckland sales at 22 years low
03 May 2023 NZX wrap platform looking to add four more firms
03 May 2023 Home loan arrears rising
03 May 2023 Insurance advisers should expect above trends claims increases
02 May 2023 NZ's sharemarket up while Australia's takes a dive
02 May 2023 Snail’s pace for new listings
02 May 2023 Simplicity expands with new funds and allocation changes
02 May 2023 How much money paid to banks in interest revealed; ANZ cuts
02 May 2023 Mortgage interest payments rising rapidly
01 May 2023 Quiet start to NZ sharemarket's week, optimism for strong US earnings season
01 May 2023 InvestNow KiwiSaver Scheme: A Simple Solution for Advisers
01 May 2023 LVR tweaks substantive for owner-occupier
01 May 2023 Work from home lifts rents in outer suburbs
01 May 2023 LVR tweaks substantive for owner-occupiers
01 May 2023 Paul Bevin joins board of boutique fund
01 May 2023 Adviser roadshow for nib new life and living product
April 2023
30 Apr 2023 New and cheaper PI insurance hits the market
28 Apr 2023 NZ sharemarket lifts after positive news from the US
28 Apr 2023 House price falls predictions drop
28 Apr 2023 Next OCR hike not needed, economist says
28 Apr 2023 Droves of landlords want to raise rents
28 Apr 2023 [GRTV] Adviser’s obligations in ethical investing
27 Apr 2023 Auckland airport shares return to previous highs
27 Apr 2023 OCR cuts by November prediction
27 Apr 2023 From worm farms to loans
27 Apr 2023 Adviser returns from 15-year absence to much tougher finance market
27 Apr 2023 Simplicity switches out Vanguard for tax gain
26 Apr 2023 NZ market down following Synlait profit downgrade
26 Apr 2023 Finally....LVR rules to be loosened
26 Apr 2023 Unpopular LVR rules to be loosened
26 Apr 2023 Employers including KiwiSaver as part of pay packets instead of on top
26 Apr 2023 How many advisers have left the industry?
25 Apr 2023 [GRTV] InvestNow past, present and future
24 Apr 2023 Sharemarket starts week on a buoyant note
24 Apr 2023 nib kicks off kids' relay comp
24 Apr 2023 Demand for mortgages continues to decline; good and bad news on the inflation war
24 Apr 2023 Lawyer petitions for probate tweak on KiwiSaver funds
24 Apr 2023 Mental suffering underlined in failed eviction bid
24 Apr 2023 Some good and bad news on the inflation war
24 Apr 2023 The Ides of March
24 Apr 2023 Demand for mortgages continues to decline: RBNZ
24 Apr 2023 How to set rents when inflation is rampant
23 Apr 2023 Passive managers piggy backing off active manager
22 Apr 2023 Gotta get comfortable using capital in retirement
21 Apr 2023 Sharemarket ends week with an upwards tick
21 Apr 2023 Tony Alexander says buy now
21 Apr 2023 Buy now Alexander tells advisers
20 Apr 2023 Interest rate fears dampen NZ sharemarket
20 Apr 2023 Impact fund startup gets shot at ‘Nobel Prize’ of environmentalism
20 Apr 2023 Inflation surprise; but rate cuts unlikely.
20 Apr 2023 Worst of house price drops could be at an end
20 Apr 2023 Bank profits level out – mortgage arrears rise
19 Apr 2023 Sharemarket has another late surge into positive territory
19 Apr 2023 Sharesies savings on the way
19 Apr 2023 Measuring returns – our industry has it wrong
19 Apr 2023 Mainstreaming impact investment project underway
19 Apr 2023 Mortgage payments rearranged as living costs spiral
18 Apr 2023 ASB is predicting the country’s economy will tip deeper into recession
18 Apr 2023 NZ sharemarket tumbles half a percent
18 Apr 2023 Paying for the economic hangover
18 Apr 2023 Nelson financial adviser sentenced after losing High Court action
18 Apr 2023 March better but housing still in the doldrums
18 Apr 2023 Financial Services Council data reveal financial resilience slipping
18 Apr 2023 Asteron announced enhancements to its employee insurance cover
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