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March 2022
07 Mar 2022 National Party proposals “will please financial advice industry”
05 Mar 2022 The latest on Fidelity's ratings
05 Mar 2022 Milford, Harbour and Bentham pick up gongs
04 Mar 2022 Growth stocks lead NZX 50 lower
04 Mar 2022 Hyperion Webinar Invite | Hyperion Global Growth Companies PIE Fund
04 Mar 2022 Join the Club – Financial wellbeing for Women
04 Mar 2022 Generate KiwiSaver pumps $13.7 mill into social housing
04 Mar 2022 [The Wrap] The war in Ukraine throws responsible investing on its head
04 Mar 2022 Covid knocking advice businesses
04 Mar 2022 Omicron hits the brokerage business
04 Mar 2022 Records to topple for commercial and industrial sales
03 Mar 2022 NZ shares jump on slow rate hikes
03 Mar 2022 Big hitting government funds act on Russian investments
03 Mar 2022 CCCFA hitting the wrong target
03 Mar 2022 Solid borrowers, not the vulnerable, hurt most by CCCFA – report
03 Mar 2022 Barry
02 Mar 2022 NZ shares seesaw and investors buy bonds
02 Mar 2022 Goppy's gone
02 Mar 2022 Advice pays
02 Mar 2022 Fishhooks for insurers in draft Insurance Contracts Bill
02 Mar 2022 Record hotel transactions despite tourism and pandemic woes
01 Mar 2022 NZ shares snap back after shock of war
01 Mar 2022 Can you do digital insurance advice with a tiny IT budget?
01 Mar 2022 The value of mortgage advice
01 Mar 2022 Landlords: Don’t forget breach notices
01 Mar 2022 Mortgage advisers make NZ borrowers better off – survey
01 Mar 2022 Deal values Fidelity at $560 million
February 2022
28 Feb 2022 ‘Impressively resilient’ NZX 50 up 0.3%
28 Feb 2022 Heartland Bank offers white-label product
28 Feb 2022 FMA appoints new board members
28 Feb 2022 Financial advisers told to expect people to leave the industry
28 Feb 2022 Heartland Bank enters broker market
26 Feb 2022 Asteron Life extends Best Doctors package to more customers
25 Feb 2022 Mother of all reversals on NZX today
25 Feb 2022 Orr explains how the RBNZ is driving the economy
25 Feb 2022 Strong year for health insurance sector in 2021
25 Feb 2022 Advisers get well-being support
24 Feb 2022 NZ shares plunge as Putin invades Ukraine
24 Feb 2022 The rising OCR and its effect on mortgages
24 Feb 2022 Bold call from CoreLogic
24 Feb 2022 Home mortgages will not rise at the same rate as the OCR – CoreLogic
24 Feb 2022 AIA to engage one billion people globally by 2030
24 Feb 2022 Workplace happiness key to retaining staff amid the ‘Great Resignation’
24 Feb 2022 AIA to engage one billion people globally by 2030
23 Feb 2022 NZ equities shrug off bond rally and war threat
23 Feb 2022 OCR up: Here's why
23 Feb 2022 OCR up: What the RBNZ said
22 Feb 2022 NZ shares fall as Russia recognises separatist regions
22 Feb 2022 What to expect with interest rates tomorrow
22 Feb 2022 AIA Group establishes InsurTech business
22 Feb 2022 Heartland Bank raises profits
22 Feb 2022 Housing downturn faster than expected - Westpac
21 Feb 2022 Jarden building a warchest
21 Feb 2022 a2 Milk shares push NZX 50 higher
21 Feb 2022 Rising interest rates widely predicted
21 Feb 2022 Premium income grows at nib
20 Feb 2022 [Obituary] Peter Neilson
20 Feb 2022 Investors immune so far to credit crunch
20 Feb 2022 First words from new FMA CEO
19 Feb 2022 Landlords still hold the upper hand - just
18 Feb 2022 NZ shares down, Russian threat remains
18 Feb 2022 Borrowers paying off debt quicker
18 Feb 2022 People pay off mortgages earlier – Westpac
18 Feb 2022 The key to being a commercial landlord
17 Feb 2022 NZ shares prosper on strong earnings
17 Feb 2022 Quarter of advisers facing burnout
17 Feb 2022 The results are in for Asteron Life
17 Feb 2022 Clark's CCCFA clues
17 Feb 2022 Quarter of advisers consider quitting due to stress
17 Feb 2022 There has been a revolution in cancer treatment, its ongoing, and its great news.
17 Feb 2022 Not many Kiwis think it’s a good time to buy houses
17 Feb 2022 New head of distribution at Fidelity
16 Feb 2022 NZ shares rise as Fletcher Building hikes forecast
16 Feb 2022 Property managers to be regulated
16 Feb 2022 Will CCCFA changes go far enough?
16 Feb 2022 Broker thinks CCCFA enquiry will bring limited changes
16 Feb 2022 Housing market cooling rapidly
16 Feb 2022 Tricky transition favours stock picking
15 Feb 2022 KiwiSaver members better behaved
15 Feb 2022 NZX 50 dips 10 points; Infratil climbs
15 Feb 2022 Mike Pero mortgages names new CEO
15 Feb 2022 Mike Pero mortgages names new CEO
15 Feb 2022 CCCFA enquiry inches forward
14 Feb 2022 FNZ valued at US$20 billion plus
14 Feb 2022 Investors get access to Nikko's SRI fund
14 Feb 2022 Doing well, doing good: ethical KiwiSaver funds top rankings
14 Feb 2022 Survey supports the need for home equity release
12 Feb 2022 nib getting back to normal
11 Feb 2022 Hot inflation sends NZ shares falling
11 Feb 2022 Bank boss optimistic around CCCFA changes
11 Feb 2022 Asb part 3
10 Feb 2022 Earnings starts strong but NZX 50 falls
10 Feb 2022 Bank chief lays out CCCFA changes that are needed
10 Feb 2022 More than $1 billion walks out the door at AMP
10 Feb 2022 Insurers react to proposed NZ Income Insurance scheme
09 Feb 2022 NZ shares step higher ahead of earnings
09 Feb 2022 ASB profit back on track
09 Feb 2022 ASB raises profits in half year
09 Feb 2022 Impact of Covid on household living arrangements
09 Feb 2022 Research house asks if the end is nigh for Magellan
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