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May 2021
27 May 2021 Reserve Bank takes High Court action against TSB
27 May 2021 Keeping up - but not with the Kardashians
27 May 2021 OCR projected to rise next year; mortgage lending falls in April
27 May 2021 Mortgage lending falls in April
27 May 2021 Adviser burnout – what to do if it hits you
26 May 2021 Markets react to RBNZ OCR announcement
26 May 2021 OCR reaction: Rates set to rise from 2022
26 May 2021 Latest OCR decision revealed
26 May 2021 Long-term rates an attractive strategy
26 May 2021 Long-term rates an attractive strategy
26 May 2021 Tenancy jurisdiction spat: No comfort from tribunal
26 May 2021 John Kirwan's mental health app gets heavyweight support
25 May 2021 NZ shares fall with F&P Healthcare
25 May 2021 KiwiSaver: Young Kiwis in the wrong fund
25 May 2021 Making money the easy way
25 May 2021 How CoFi bill will affect commission
25 May 2021 CoFI Bill: How will it affect commission?
24 May 2021 Ryman Healthcare drags NZ shares lower
24 May 2021 Tenant’s fear of men and neighbour’s bad behaviour leads to compensation
24 May 2021 Landlord pinged for trying to hold bond for early termination
24 May 2021 Auckland rents keep lurching up
24 May 2021 Health and wellness top of mind at AIA adviser summit
24 May 2021 More policing of landlords ‘total waste of money’
24 May 2021 OCR decision: all eyes on inflation comments; SBS rate increases
24 May 2021 OCR Preview Survey: all eyes on inflation comments
22 May 2021 Former van Eyk boss faces four dishonesty charges
21 May 2021 a2 Milk Company comes roaring back
21 May 2021 Melissa Cantell - more than meets the eye
21 May 2021 What the Budget means for housing
21 May 2021 FSPR deadline causes panic
21 May 2021 New venture capital fund bets big on climate recovery
20 May 2021 Labour's big budget boosts sharemarket
20 May 2021 Govt reckons it's tamed the housing market
20 May 2021 FMA appoints general counsel
20 May 2021 Govt reckons it's tamed house price growth
20 May 2021 More money to police property rental laws
20 May 2021 IRD is watching investors’ transactions
20 May 2021 FSPR deadline causes panic
20 May 2021 Roaring industrial market heats up
20 May 2021 MBIE defends KiwiSaver shakeup
19 May 2021 Earnings fail to excite the market
19 May 2021 Dealer group to pay commissions direct to members
19 May 2021 Tips for maximising returns
19 May 2021 DTIs rise sharply
19 May 2021 DTIs rising sharply
19 May 2021 Let's give TPD a second look
19 May 2021 TAP into everything you need for your FAP
19 May 2021 KiwiSaver: Concern over fee-focused default funds
18 May 2021 NZ shares rise as investors bet on earnings results
18 May 2021 Not-for-profit insurer Accuro celebrates 50 years in business
18 May 2021 APN Property Group asks for approval for buy-out by Dexus
18 May 2021 Australian sustainable fund arrives in NZ
18 May 2021 What the next generation wants
18 May 2021 Top tips for riding out the tax change storm
18 May 2021 SFO fraud charges could be the largest in NZ history
18 May 2021 Twists and turns in housing market
18 May 2021 Keeping up with investors
18 May 2021 Prospa loan book soars; Astute hires BDM
18 May 2021 Strong growth in lending continues as Prospa supports SME recovery
18 May 2021 Investors and traders both want good returns but are polar opposites
18 May 2021 Climate crisis solution is finance: Shaw
17 May 2021 NZ shares edge up from two-month low
17 May 2021 Southern Cross rebrands hospital network
17 May 2021 Astute hires new BDM
17 May 2021 Slow to adapt and fixed in our ways - the problems with life cover
17 May 2021 ASB launches 1.79% variable rate
17 May 2021 ASB launches 1.79% variable rate for new builds
16 May 2021 [The Wrap] What we learnt from the great KiwiSaver shakeout
15 May 2021 How three sacked KiwiSaver default providers reacted
15 May 2021 Axed KiwiSaver funds haven't done a good job
14 May 2021 NZX50 falls 2.8% this week as inflation rears its head
14 May 2021 Mercer sharpens RI focus
14 May 2021 Bye bye big banks - New KiwiSaver default fund providers celebrate
14 May 2021 KiwiSaver shake up not just about fees
14 May 2021 Fisher Funds - 'not a cut-price fund manager'
14 May 2021 Concerns about new tax ‘dismissed out of hand’
14 May 2021 Property market activity slows, prices up
14 May 2021 Five KiwiSaver providers lose default status; Two new ones added
14 May 2021 Big returns mean big fees for NZ Funds
13 May 2021 Rearing US inflation drives global stock markets lower
13 May 2021 Southern Cross industry update - senior staff movements and product opportunities
13 May 2021 We're on your side
13 May 2021 House prices haven’t dropped yet – new records set
13 May 2021 Mindful Money awards entries delight organisers
13 May 2021 First signs of a cooling housing market
13 May 2021 Heartland launches 1.85% mortgage; Home loan hardships rise
13 May 2021 Estate planning course launches
13 May 2021 Single-adviser FAPs need to ‘reinvent the way they give advice’
12 May 2021 Blue-chip stocks knocked by growing inflation concerns
12 May 2021 Milford Disclaimer
12 May 2021 Heartland launches 1.85% mortgage
12 May 2021 Inflation about to hit Main Street
12 May 2021 Mortgage hardships rise
12 May 2021 Accuro invests in new digital tech
12 May 2021 Construction sector overstretched
12 May 2021 Methamphetamine use doesn’t mean eviction
12 May 2021 New homes under threat from overstretched construction sector
11 May 2021 a2 leads market lower for a second day
11 May 2021 Rent controls not the answer
11 May 2021 Efforts to dampen housing market not working yet
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.
2 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