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March 2023
23 Mar 2023 Official FAP numbers revealed; New Westpac boss
23 Mar 2023 Final numbers out
23 Mar 2023 Biggest property sales slump in nearly 40 years
23 Mar 2023 Came, saw, looked and found ChatGPT wanting
23 Mar 2023 Westpac gets new head of third party
23 Mar 2023 [GRTV] 98% of active funds fail to outperform
22 Mar 2023 NZ market gains on back of KMD's 'impressive result'
22 Mar 2023 Wealthpoint Nelson Grows Their Revenue and Improves Their Client Experience with a New KiwiSaver Tool
22 Mar 2023 Government legislation drives rents and higher house sales
22 Mar 2023 Hear what John Bolton (JB) has to say on DTIs
22 Mar 2023 Kiwi pensions growing fast but still catching up
22 Mar 2023 [WATCH] Bolton changes views on DTIs, thinks LVRs need to be wound back
21 Mar 2023 NZ market dragged down
21 Mar 2023 FMA warning not relevant to public – Du Val Group
21 Mar 2023 Mortgage pressures put squeeze on repayments; Interest rates may close to peak
21 Mar 2023 Mortgage pressures put squeeze on repayments
21 Mar 2023 Harsh land and investment laws will prevent new supermarket entrants
20 Mar 2023 NZ stocks slump in line with global markets
20 Mar 2023 New seat in the chair at TAHITO
20 Mar 2023 Fidelity Life excellence rating 27th consecutive year
20 Mar 2023 Interest rates closest to peak
20 Mar 2023 National MP questions avalanche of change; but promises more
19 Mar 2023 Nikko appoints senior relationships manager
17 Mar 2023 Market lifts slightly despite rattled investors
17 Mar 2023 Your regulator of financial advice
17 Mar 2023 Tick box adviser declaration coming
17 Mar 2023 When really does a life insurance policy start?
17 Mar 2023 OCR forecasts - Slow growth equals low interest rates
17 Mar 2023 NZCFS study upswing as deadline loomed
16 Mar 2023 NZX rebounds after rough start to day on bank fears
16 Mar 2023 Slow growth equals low interest rates
16 Mar 2023 Ryman shareholders pay a hefty penalty
16 Mar 2023 Positive treatment signs for type 2 diabetes sufferers
16 Mar 2023 [The Wrap] Welcome to the new world
16 Mar 2023 FMA keeping an eye on transitional licence holders
15 Mar 2023 NZ market bouncing around as investors remain wary
15 Mar 2023 Fishers's Marlin caught in US bank collapse
15 Mar 2023 Fidelity gets acting CEO for six months
15 Mar 2023 Specificity and Policy Wordings
15 Mar 2023 KPMG report shows banks make still more money
15 Mar 2023 Mindful Money endorses 10 more funds
15 Mar 2023 Devon stewardship takes stance on ESG
15 Mar 2023 Mindful Money endorses ten more funds
14 Mar 2023 NZ market still in dour state post SVB fail
14 Mar 2023 Doing repairs and renovations the right way
14 Mar 2023 KiwiSaver managers making excessive profits: Stubbs
14 Mar 2023 Banks make still more money and that's official
13 Mar 2023 NZ market rallies on US banking assurances
13 Mar 2023 Buyers walking away from deals over flood risk
13 Mar 2023 Crypto exchange executive joins the FMA
13 Mar 2023 Bolton changes views on DTIs, thinks LVRs need to be wound back
13 Mar 2023 Woman gets home detention for $8.7 mill mortgage fraud
12 Mar 2023 2nd person sentenced in $8.7 million mortgage fraud case
12 Mar 2023 Cigna locks in new name
11 Mar 2023 Kiwi Wealth personnel don't feature in Fisher Funds new investment management team
10 Mar 2023 Unsettled NZ market sheds 1%
10 Mar 2023 FMA warns Du Val Capital Partners Limited over misleading investors
10 Mar 2023 Warning to Du Val over misleading investors
10 Mar 2023 Home values still nowhere near pre-pandemic levels
10 Mar 2023 Paris alignment a drawcard for investors
09 Mar 2023 ‘Listless and almost asleep’: NZ’s market waits for US jobs data
09 Mar 2023 Are banks making too much money?
09 Mar 2023 National calls for banking enquiry; Banks think it's a good idea
08 Mar 2023 Offshore sentiment drives local market
08 Mar 2023 Advisers help in the aftermath of the floods
08 Mar 2023 TAP’s evolved compliance services set to meet FAP returns
08 Mar 2023 Partners makes changes to its distribution staff
08 Mar 2023 Questions to consider before becoming a landlord
08 Mar 2023 Checking funds for gender equity near impossible
07 Mar 2023 Former Kiwi Wealth execs take over FANZ
07 Mar 2023 Turners goes up a gear as NZ market remains flat
07 Mar 2023 Record keeping tips for advisers
07 Mar 2023 Sustainability Themes
07 Mar 2023 Compensation bid fails for landlord falsely accused of using drugs
07 Mar 2023 Fidelity appoints new regulatory head
07 Mar 2023 Advisers help in the storm aftermath
07 Mar 2023 Fund managers, Mindful Money look for ways forward
06 Mar 2023 NZ market starts the week with no real direction
06 Mar 2023 One of Loan Market's top writers goes alone
06 Mar 2023 Housing market likely to reach GFC lows
06 Mar 2023 Milford adds more gongs to its growing collection
06 Mar 2023 Greenwashing case a massive warning
06 Mar 2023 Big Loan Market writer goes alone
03 Mar 2023 Investors switch focus from earnings to macro environment
03 Mar 2023 Advisers question two banks not-so secret home loan rates
03 Mar 2023 [OPINION] Ever increasing risk for property investors
03 Mar 2023 Invest like a woman
03 Mar 2023 No sense of reality in bank's low rate offers
03 Mar 2023 Severe sales slump as market hobbled by February’s extreme weather
02 Mar 2023 Centrix says more debt problems
02 Mar 2023 NZ market noticeably quieter as earnings season ends
02 Mar 2023 Wellington’s affordability lifts out of the doldrums
02 Mar 2023 Australian watchdog sues Mercer in first greenwashing case
01 Mar 2023 NZ market flat as last earnings results come in
01 Mar 2023 The effects of flooding and cyclone on housing
01 Mar 2023 More debt problems – Centrix
01 Mar 2023 Homeowners are holding back from putting their property on the market
01 Mar 2023 Call for simple KiwiSaver benchmarks to replace ‘Frankenstein constructs’
February 2023
28 Feb 2023 NZ market in good spirits as earnings season wraps up
28 Feb 2023 Profitability grows at Heartland
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