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May 2021
11 May 2021 Covid could come back to bite Kiwi insurers
11 May 2021 Top of the South Island pops
11 May 2021 Gold fraudster loses sentence appeal
11 May 2021 ANZ tightens investor servicing
11 May 2021 ANZ tightens servicing for investors; New estate planning course
10 May 2021 [The Wrap] You can feel the change. But is it good?
10 May 2021 Dairy stocks whacked on a2 Milk downgrade
10 May 2021 Kiwi Wealth invests more into private equity
10 May 2021 SBS rate cuts
10 May 2021 Investors pull back
10 May 2021 Fidelity Life creates new role for chief operating officer
10 May 2021 SBS one-year rate down to near market lows
10 May 2021 Advisers advancing towards larger FAPs
10 May 2021 Partners Life introduce nominated representatives
09 May 2021 Shadow commercial space emerges
07 May 2021 NZX50 dips slightly as investors react to Fonterra
07 May 2021 TCFD sounds dreary, but it's important. Here's why
07 May 2021 Unusual living arrangements end in exemplary damages
07 May 2021 Reserve Bank's housing market fears
07 May 2021 Firm pinged for AML breaches
07 May 2021 BetaShares jumps the ditch with expansion into New Zealand
06 May 2021 FP Healthcare and a2 Milk weigh NZ shares down
06 May 2021 Reforms to financial market infrastructures (FMIs)
06 May 2021 New CEO councils at the FSC
06 May 2021 Unconditional sale does not end landlord’s responsibilities
06 May 2021 Reserve Bank's housing market fears
06 May 2021 Generate bolsters its management team
06 May 2021 Mortgage adviser share grows at ANZ; Co-op and TSB rate changes
06 May 2021 Reserve Bank walks tightrope on further restrictions
06 May 2021 Tower builds partnerships with CSC and Sentro
06 May 2021 The death of the single adviser FAP
06 May 2021 ANZ sees manic lending in first half of year
05 May 2021 F&P Healthcare drags index lower
05 May 2021 Tribunal claim for missing vehicle thrown out
05 May 2021 No sign of house prices dipping yet
05 May 2021 Rival Wealth takes on the Auckland market
05 May 2021 Landlords taking time to think
05 May 2021 Alvarium buys into Newton Ross and NZ DIMS
05 May 2021 Reserve Bank fires warning over risky mortgage lending
05 May 2021 Home lending drives ANZ profit
05 May 2021 Westpac, BNZ, TSB rate changes; Reserve Bank fires lending warning
05 May 2021 Why PI insurance premiums are rising
05 May 2021 NZ banks in strong shape
04 May 2021 NZX 50 jumps 1% as dairy stocks rally
04 May 2021 Head of Russell Investments NZ calls it a day
04 May 2021 NZX launches carbon-efficient indices
04 May 2021 It's time to get serious about advice
04 May 2021 Wait on interest-only lending and DTIs
04 May 2021 Wait on DTIs and interest-only restrictions
04 May 2021 AMP equities sale on the horizon
03 May 2021 Westpac Bank jumps 5%; NZ shares rise
03 May 2021 Orr and Shaw headline Mindful Money awards and conference
03 May 2021 nib Little Legends $10k Relay gives junior players a healthy funding boost
03 May 2021 Investors – up and down
03 May 2021 Westpac NZ profits up, CEO to retire; Kiwibank and TSB rate cuts
03 May 2021 Westpac NZ profit rebounds; CEO to retire
03 May 2021 Further evidence of booming market
03 May 2021 [GRTV] Ballantyne on how new regs are changing advice and the fall in replacement business
03 May 2021 What the CoFI review means for advisers
April 2021
30 Apr 2021 US economic recovery boosts NZ shares
30 Apr 2021 Sales to drop keeping values rising
30 Apr 2021 RBNZ joins indigenous banking network
30 Apr 2021 Sharing is caring - consumer data rights for the advice sector
30 Apr 2021 First fully licensed adviser: Process ‘easier than I thought’
29 Apr 2021 Z Energy leads NZ shares higher
29 Apr 2021 Reserve Bank publishes cyber resilience guidance
29 Apr 2021 Industry ‘report card’ far from straight As says FMA
29 Apr 2021 Could fear of overpaying shift housing market?
28 Apr 2021 [GRTV] Coates and ethical investing on the latest episode of GRTV
28 Apr 2021 Small stocks lead NZ shares higher
28 Apr 2021 Reserve Bank publishes cyber resilience guidance
28 Apr 2021 New board member for Accuro
28 Apr 2021 Where cryptocurrency sits for rent payments
28 Apr 2021 Tower launches partnership with NZ Defence Force
28 Apr 2021 UK trialling ‘sidecar savings’: Expert says NZ could do it better
28 Apr 2021 Interest rate rises scary for property investors
27 Apr 2021 A2 Milk hits four year low
27 Apr 2021 Short-term interest rates drop - long-term loans on the up
27 Apr 2021 Guardian for NZ Super equities team/DO NOT RUN - ALREADY DONE
27 Apr 2021 AMP Capital appoints new head of investments
27 Apr 2021 The rising cost of PI for advisers; More home loan rate increases
27 Apr 2021 Next generation of industrial property
27 Apr 2021 CoFI under consultation
25 Apr 2021 Rents skyrocket again
23 Apr 2021 NZ shares rise; A2 Milk slumps
23 Apr 2021 [The Wrap] Getting politically correct with fund managers
23 Apr 2021 NZ Funds defends advertising campaign
23 Apr 2021 AMP Ares deal formally axed
23 Apr 2021 First interest rate rise; Advisers grumbling at the G
23 Apr 2021 Eviction notice oversteps tenants’ rights – results in damages
23 Apr 2021 Dispute resolution schemes up for review
22 Apr 2021 FP Healthcare props up share market
22 Apr 2021 Bancassurance – an opportunity for advisers?
22 Apr 2021 FMA warning – Don't overstate your 2020 returns
22 Apr 2021 Teething problems for NZFSG
21 Apr 2021 Covid hits sharemarket - again
21 Apr 2021 Carmel Fisher swims off to retirement
21 Apr 2021 nib helps protect future rugby stars
21 Apr 2021 Returning Kiwi bolsters ranks at Generate KiwiSaver
21 Apr 2021 Squirrel launches 95% mortgage; Heartland launches low rate revolving credit
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