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January 2022
05 Jan 2022 In defence of Magellan: Editor's Note
05 Jan 2022 Did your client understand your advice?
December 2021
31 Dec 2021 [The Wrap] Is a big problem hatching?
31 Dec 2021 NZ shares break nine-year winning streak
30 Dec 2021 NZ shares, kiwi push higher in light holiday trading
29 Dec 2021 Michael Hill storms higher on positive earnings upgrade
28 Dec 2021 Avanti and FMT numbers revealed
24 Dec 2021 ComCom has concerns over Ampol's Z bid
24 Dec 2021 Aegis gets a new owner
23 Dec 2021 Flat day for the NZX50 as negative year beckons
23 Dec 2021 Pressure building over CCCFA
23 Dec 2021 Industry wants minister's ear over CCCFA
23 Dec 2021 How to avoid advertising issues
23 Dec 2021 [The Wrap] Big Year; Big Issues
22 Dec 2021 Ebos drags NZX50 higher as healthcare stocks find favour
22 Dec 2021 Cigna extends adviser-only campaign
22 Dec 2021 Mass media praise the value of advice
22 Dec 2021 AMP disappearing from NZ
21 Dec 2021 Exporters rally as omicron tames kiwi
21 Dec 2021 Moola pinged for cartel behaviour
20 Dec 2021 NZ shares outperform as omicron looms over Asia
20 Dec 2021 AIA grants - making a difference with advisers
20 Dec 2021 Westpac issues its forecast for next year
20 Dec 2021 Westpac issues its forecast for 2022
20 Dec 2021 Thousands yet to apply for full FAP licences
17 Dec 2021 Eroad shares surge as it joins NZX 50
17 Dec 2021 Mindful Money - making an impact on a shoestring budget
17 Dec 2021 Telehealth can help manage home isolation cases
17 Dec 2021 POSTPONED: FSC advice summit set for February
17 Dec 2021 Avanti becomes the second largest non-bank lender
17 Dec 2021 Avanti becomes the second largest non-bank lender
17 Dec 2021 AIA NZ's general counsel named an elite lawyer for 2021
17 Dec 2021 Squirrel P2P Trustee's warned for custodial breaches
17 Dec 2021 FMA clarifies Wisdom House FAP cancellation decision
16 Dec 2021 The top deck shuffle continues at RBNZ
16 Dec 2021 Economy slows less than expected
16 Dec 2021 NZ shares down as US Fed signals hikes
16 Dec 2021 MBIE’s ‘myopic focus on fees' hurts default KiwiSaver members
16 Dec 2021 2021: A year so tough even the New Zealand share market fell
15 Dec 2021 Shares dip ahead of US Fed meeting
15 Dec 2021 Financial Advice NZ gets new chair
15 Dec 2021 Petition launched against CCCFA
15 Dec 2021 Foundation Advice - proving the naysayers wrong
14 Dec 2021 NZ shares retreat from rally
14 Dec 2021 New board chairperson at Accuro
14 Dec 2021 Old school cold calls still make a difference
14 Dec 2021 Southern Cross opens new hospital in Whakatipu
14 Dec 2021 Basecorp secures more funding
14 Dec 2021 Basecorp secures more funding to increase its lending
14 Dec 2021 'It's a bond massacre' - change ahead for investment portfolios
14 Dec 2021 Non-bank sector says CCCFA will harm lockdown recovery
13 Dec 2021 NZ shares up with inflation 'not too hot'
13 Dec 2021 Adviser loses transitional licence
13 Dec 2021 Cold call changes insured's life
12 Dec 2021 Russell pushes buttons for the adviser market
11 Dec 2021 Cannabis growing operation leads to eviction
10 Dec 2021 Big acquisitions lift NZX 50
10 Dec 2021 Partners Life defends premium increases
10 Dec 2021 Classic hits of 2021 revisited (plus all the new releases)
10 Dec 2021 Buyers’ market expected to emerge next year
10 Dec 2021 Aurora set to light up the market
10 Dec 2021 KiwiSaver 2.0 - Financial advice for all
10 Dec 2021 Mindful Money launches impact investment directory
09 Dec 2021 Kiwibank faces court action after home loan customers overcharged
09 Dec 2021 NZ shares settle down after rally, Fonterra units jump
09 Dec 2021 Kiwibank apologises for wrongly charged fees – Still faces court
09 Dec 2021 EXCLUSIVE: Regulation and workloads driving advisers to drink
08 Dec 2021 Wealthpoint advisers benefit from commission changes
08 Dec 2021 NZ shares come roaring back
08 Dec 2021 Cigna employs five senior staffers
08 Dec 2021 Cigna helps advisers meet regulation requirements
08 Dec 2021 High end house prices push up averages
07 Dec 2021 FNZ onboards new client servicing company
07 Dec 2021 Sky TV leads NZX 50 higher
07 Dec 2021 Tower pledges $45k for new climate change degree
07 Dec 2021 Partners Life set to increase premiums
07 Dec 2021 Aurora establishes head of mortgages
07 Dec 2021 Surprise move; A rates cut
07 Dec 2021 RBNZ to pull back to neutral on the economy
07 Dec 2021 Advisers' AML risks assessed
07 Dec 2021 Buy/sell spreads will cost KiwiSaver members
06 Dec 2021 New rules for non-deposit takers
06 Dec 2021 Frothy markets simmer down
06 Dec 2021 Robertson defends CCCFA changes
06 Dec 2021 Robertson defends CCCFA changes
06 Dec 2021 AMP increases focus on digital distribution
03 Dec 2021 Shares close unchanged; Napier Port booted from NZX 50
03 Dec 2021 Kiwi Wealth partners with MMC
03 Dec 2021 FSC conference starts Monday
03 Dec 2021 Fear of missing strides out the back door
03 Dec 2021 Gang violence leads to eviction
03 Dec 2021 Non-banks to be run off their feet
03 Dec 2021 Non-banks to be run off their feet
03 Dec 2021 The next big thing
02 Dec 2021 Omicron in the US hits market
02 Dec 2021 Cigna to rebrand as Chubb
02 Dec 2021 Accelerating our climate actions together
02 Dec 2021 Forsyth Barr launches funds management business
02 Dec 2021 Salt adds senior analyst
01 Dec 2021 Omicron and inflation risks flatten share market
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
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