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May 2023
25 May 2023 Merx Wholesale 1 PIE Fund: Investing alongside our investors
25 May 2023 OCR won’t impact the general election
25 May 2023 Investors coming off the fence
24 May 2023 Investors lift shares after a less hawkish Reserve Bank outlook
24 May 2023 nib launches into life
24 May 2023 Cashflow Property Bootcamp 2023
24 May 2023 OCR could be on hold from now on
24 May 2023 BREAKING: RBNZ raises OCR by just 25 bps
24 May 2023 OCR Announcement: What the Reserve Bank said
24 May 2023 World of pain coming and landlords give up
24 May 2023 Open letter to Reserve Bank not to raise the OCR
24 May 2023 Retail on the tipping point
23 May 2023 Stock investors wait on monetary policy decisions
23 May 2023 RBNZ survey shows households continue to feel glum
23 May 2023 FMA files criminal charges over alleged fake FAP licence
23 May 2023 [OPINION] No-cause terminations not the answer
23 May 2023 Households outlook glum but slightly less so
23 May 2023 New course to improve complaint resolution
23 May 2023 Public Trust adds new portfolio manager
23 May 2023 ASIC touts greenwashing tally, FMA responds
23 May 2023 Fish hooks in Insurance contract law review
22 May 2023 Investors worry about interest rates – NZX50 droops
22 May 2023 Navigating the tough housing market: Opportunities and responsibilities for financial advisers
22 May 2023 Jail for not passing on tax deductions
22 May 2023 AIA appoints new head of ASB Partnership
22 May 2023 The questions landlords rarely ask
22 May 2023 Wealth, the OCR and migration
22 May 2023 Aussie giant comes to shake up ETF market
19 May 2023 Ryman helps market to highest close in three months
19 May 2023 Avanti Finance gets chief risk officer
19 May 2023 Borrowers shying away from too much debt
19 May 2023 Hitting the Ceiling
19 May 2023 Partners Life in renewed push of Evince online advice tool
18 May 2023 Sharemarket droops after budget revealed
18 May 2023 OCR to stay higher for longer and falling house price deepen - Treasury
18 May 2023 Budget boost addresses gender imbalance on KiwiSaver
18 May 2023 No lolly scramble for landlords
18 May 2023 Voting, engagement get breakdown in Harbour sustainability report
18 May 2023 Another bank joins OCR fray
18 May 2023 Real demand out there for non-bank business lending
18 May 2023 Growing demand for non-bank business lending
18 May 2023 Reminder to check property tax status
18 May 2023 Catch 22 – Inflation vs. Earnings
17 May 2023 Retirement village stocks show signs of life
17 May 2023 Investors buying power plunges
16 May 2023 NZ sharemarket worried by inflation and rising interest rates
16 May 2023 Westpac economists forecasting peak official cash rate hit 6%
16 May 2023 Two face Serious Fraud Office charges over alleged Ponzi scheme
16 May 2023 Eye of the storm
16 May 2023 New Regime, New Thinking
16 May 2023 National Capital serves first KiwiSaver rating report
15 May 2023 Cautious start to NZ sharemarket week, Synlait and A2 tumble again
15 May 2023 Talk to a mortgage adviser : advice for stressed homeowners
15 May 2023 Canstar tells stressed homeowners to talk to a mortgage adviser
15 May 2023 The end of the housing cycle
15 May 2023 T Rowe Price impact fund favours engagement over exclusion
13 May 2023 Your digital copy of TMM: How useful is ChatGPT for advisers?
12 May 2023 NZ sharemarket closes week with near 0.5% gain
12 May 2023 T Rowe Price impact fund favours engagement over exclusion
12 May 2023 ComCom study mulled as trust in banks wanes
12 May 2023 First home buyer sales slump but market share high
12 May 2023 Morningstar MD heading off
11 May 2023 NZ sharemarket see-saws with near 1% fall
11 May 2023 What mortgage advisers need to do in a changed mortgage world
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
Latest News
Pie Funds enters adviser channel
Pie Funds enters adviser channel
3 min read
KiwiSaver members need more advice at retirement, panellists say
KiwiSaver members need more advice at retirement, panellists say
3 min read
Simon Papa: Access to advice - Is adviser conservatism the issue?
Simon Papa: Access to advice - Is adviser conservatism the issue?
9 min read
Second funds management firm sold today
Second funds management firm sold today
3 min read
Latest Comments
Give Total Rem the flick if KiwiSaver compulsory
Thank you Backstage. Look beyond just the structure/s. Currently, both employee and employer's contribution are taxed. So, even if I add a 3rd option - $100k salary of which $12k deducted for KS and no employer contribution. It made no difference financially whether it is option a, b or c, assuming law says $12k of the $100k pay package must go to KS. It will make a difference if a new tax law says, employer's contribution is tax free, then option "a" is a no brainer.
2 weeks ago W K
Simon Papa: Access to advice - Is adviser conservatism the issue?
Thank you Simon for such a substantial and thought-provoking piece. You write that “the CoFI law creates the potential for the FMA to influence the supply of financial products and services, not just conduct in relation to such supply”, to which I would offer two replies: Yes; and About Time. Your piece (and also your submission on the draft Fair Outcomes Guide) do suggest a preference for Rational Choice Theory and the Efficient Market Hypothesis. The problems with this being: Humans are not ideally-rational agents, and even if they were, the market is problematically inefficient. The latter is by design, by and for the benefit of the financial institutions. Informational asymmetries mean that consumers often don’t/can’t obtain the information they need to make an informed choice about whether to acquire, retain, or dispose of a financial advice product. (Good luck finding out the actual/modelled loss ratio on optional benefit x on product y.) Extending conduct requirements/expectations beyond supply, into areas such as design and pricing over the full life cycle of products and service offered, should help rebalance the scales. I agree with you when you write: “What is “fair” is inherently vague and contestable.” It doesn’t follow that it is unsuitable. Financial services law is full of such terms: “reasonable,” “care,” “diligence,” and “skill” immediately spring to mind. “Unusually large transaction” and “unusual pattern of transactions” from 22(1)(c) of the AML/CFT Act are vague, and currently subject to contest in FMA v InvestNow. Finally, I agree that more FADC cases would be helpful. Also helpful would be more details from enforcement cases the FMA has taken over the years. For example: Where a FAP was found to have breached the Record Keeping standard condition, provide a couple of (suitably redacted) examples of deficient files, along with explanatory commentary. If your files look like that, then do better.
2 weeks ago Paul Flood
Give Total Rem the flick if KiwiSaver compulsory
@WK agree with your summary and Murray, "exactly". Im a little confused about the statement, total rem has got to go? Even more confused by am mentat... blatant wage theft? Confused about young people not thinking about retirement or insurance? I have had the unfortunate experience at times working for multi national insurance companies and I do not recall them trying to get their mits on my wages, when did this happen? For centuries young people have not been able to picture themselves retired or believe that they will be multi-millionaires by this time. By the way, i bet they have a bank account. Hopefully am mentat works it out or, if he is a prosperous employer just continues to give give give to his employees with wild abandon and continues to cheer on any political parties that place more financial burdens on small business where generally the owner has risked all to try and get ahead. Employing people and helping in this way to provide for there families also.
2 weeks ago Darryl Scott
Give Total Rem the flick if KiwiSaver compulsory
As an investor, it is completely unacceptable to me that Total Remuneration continues if compulsion is brought in. It is simply wrong to continue putting downward pressure on salary and wages, particularly for people on minimum wage in a country that aspires to lift wages over time and raise the standard of living for NZers. National will lose my vote as a serious investor if they continue down the Total Remuneration path. No question...
2 weeks ago David Lawton
Give Total Rem the flick if KiwiSaver compulsory
This is just about the only online space outside of Newstalk ZB facebook comments where speaking out against blatant wage theft by multinationals is considered 'PC'. And yet still we wonder why those pesky younger generations of potential customers wholesale refuse to engage with traditional financial services. Couldn't be because our mindsets are stuck in the 1950s - no, it must be the kids who are wrong.
2 weeks ago Ross Alexander