GoodReturns.co.nz - News

KiwiSaver members need more advice at retirement, panellists say

Mon, 06 Jul 2026 09:09:00 +1200

New Zealanders could get better results from KiwiSaver if they had more help through the decumulation phase, audience members at a recent Mercer conference were told.

Ethical investing needs to grapple with AI challenges: Pathfinder

Wed, 01 Jul 2026 06:00:00 +1200

Pathfinder chief executive John Berry says demand for ethical investing continues to grow, even as developments in technology throw up new challenges.

Simon Papa: Access to advice - Is adviser conservatism the issue?

Sat, 27 Jun 2026 16:10:00 +1200

OPINION: The FMA’s access to advice report attributes advice access issues to adviser conservatism but the absence of structured market or economic analysis means it may misdiagnose what is in fact a demand-side problem.

5+5 Ideal super savings rate experts say

Thu, 25 Jun 2026 06:00:00 +1200

More advice, but maybe a lower saving rate, could be KiwiSaver solution

[Weekly Wrap]: Compulsory KiwiSaver; An election issue or something else?

Mon, 22 Jun 2026 13:59:00 +1200

I've had an intention to resume a weekly commentary column on happenings in the financial services world. While it is not the end of the week National's compulsory KiwiSaver policy has been the catalyst for this piece (hopefully more will follow!)

Second funds management firm sold today

Fri, 19 Jun 2026 14:15:00 +1200

Hot on the heals of Devon buying Castle Point Funds Management, Forsyth Barr has sold its Octagon Asset Management and Summer KiwiSaver scheme.

CastlePoint Funds sold (again)

Fri, 19 Jun 2026 11:25:00 +1200

PG Funds Limited, part of the Perpetual Guardian Group, has entered into an agreement to sell CastlePoint Funds Management.

Today's retirees feeling priced out of retirement

Thu, 18 Jun 2026 13:30:00 +1200

New Zealand retirees are being squeezed ﬁnancially from multiple directions at once, leaving little room to move on ﬁxed incomes, a new survey from Lifetime Retirement Income shows.

Simplicity in no hurry to buy SpaceX shares

Fri, 12 Jun 2026 11:49:00 +1200

The Simplicity KiwiSaver Scheme won’t have to immediately buy shares in Elon Musk’s SpaceX within days of its float on Friday because the index it follows has decided against fast-tracking the stock entry.

Passive popular but with Kiwi investors should do more

Wed, 10 Jun 2026 06:00:00 +1200

Index investing is undoubtedly become popular but New Zealand investors are along way behind other countries.

No Space X boost for S&P500

Mon, 08 Jun 2026 09:09:00 +1200

S&P Dow Jones, unlike other market participants, has decided not to change its indice rules to allow SpaceX into the S&P500.

Non-bank lender pushes into funds business

Thu, 28 May 2026 09:46:00 +1200

Non-bank lender Avanti Finance is looking to grow its funds management business.

Pie Funds new global strategy is paying off

Mon, 25 May 2026 10:17:00 +1200

Pie Funds change of investment strategy is paying off with top placings in the latest Morningstar KiwiSaver report.

Jarden restructuring opens door for boutiques, NZSA chief says

Fri, 22 May 2026 15:32:00 +1200

The financial services space is going through broader consolidation.

NZ First ‘KiwiSaver generation’ good policy – but will it happen?

Fri, 22 May 2026 08:27:00 +1200

NZ First is going into this year’s election campaign promising to make KiwiSaver enrolment compulsory from birth.

FMA to look for new CEO

Thu, 21 May 2026 12:01:00 +1200

Financial Markets Authority Chief Executive Samantha Barrass will not seek re-appointment when her five-year term ends at the end of January 2027.

Craigs continues push into the regions

Thu, 21 May 2026 08:59:00 +1200

Craigs Investment Partners picks up its third regional wealth management business since last year.

Koura increases KiwiSaver bitcoin exposure

Wed, 20 May 2026 22:09:00 +1200

Koura Wealth is increasing the maximum amount that KiwiSaver members can invest in its bitcoin fund from 10 percent to 20 percent.

FNZ to build advice platform for FirstCape

Fri, 08 May 2026 08:59:00 +1200

FNZ and FirstCape deepen strategic partnership as FirstCape becomes an FNZ Select partner

MAS turns to OMNIMax for advice solution

Wed, 06 May 2026 16:17:00 +1200

OMNIMax signs agreement with Medical Assurance Society to develop custom advice solution.

Former Kiwi Wealth boss turns to advice

Wed, 06 May 2026 07:57:00 +1200

Former Kiwi Wealth chief executive Rhiannon McKinnon is hoping her new advice business will help New Zealanders who want completely independent assistance.

Stobo resigns FMA chair after investigation

Mon, 04 May 2026 15:44:00 +1200

Craig Stobo has resigned as Financial Markets Authority chairman following an investigation into his overseas travel and public comments.

Sharesies opens advice offering to New Zealand investors

Fri, 01 May 2026 18:43:00 +1200

Investment platform Sharesies has 20,000 people signed up to its advice offering, which is now available to the full New Zealand market.

What the FAP landscape looks like now

Thu, 30 Apr 2026 08:02:00 +1200

New Zealand had 10 percent more financial advice providers (FAPs) in 2025 than it did in 2024, new Financial Markets Authority (FMA) data shows, and about 20,000 advisers and nominated representatives offering advice.

ANZ's growth and balanced KiwiSaver returns take first place

Wed, 29 Apr 2026 08:47:00 +1200

Every dog has its day, they say, and ANZ’s growth and balanced KiwiSaver options were the best performers in their categories in a March quarter that delivered negative returns across the board.

NZ Super Fund ruling likely to increase scrutiny on investment processes

Wed, 22 Apr 2026 06:21:00 +1200

Fund managers are considering the implications of a High Court ruling which found the NZ Super Fund did not properly address human rights issues in its investing.

Craigs buys up Dunedin-based fin planning firm

Fri, 17 Apr 2026 20:58:00 +1200

Craigs signals a broader move into financial planning with the acquiisiton of a Dunedin-based firm.

Boyle gets dream gig

Tue, 14 Apr 2026 20:11:00 +1200

David Boyle has been appointed as the new Retirement Commissioner takimng over from Jane Wrightson.

Vernon outlines his plans for AMP

Mon, 13 Apr 2026 05:44:00 +1200

Newly minted AMP chief executive Blair Vernon has, in his first speech in this role laid out his three priorities for the business.

FMA to review CoFI Guidance

Fri, 10 Apr 2026 08:07:00 +1200

The Financial Markets Authority (FMA) is considering a limited review of the Conduct of Financial Institutions (CoFI) Intermediated Distribution Guidance before the end of this financial year, confirmed FMA director Michael Hewes.

Active manager (sort of) leaves the passive house

Sun, 05 Apr 2026 10:04:00 +1200

NZX’s active management business, QuayStreet Asset Management, is being given a bit more free reign.

Bond funds likely to deliver out-sized returns: Amova

Wed, 01 Apr 2026 07:07:00 +1200

Financial markets have priced too much inflation risk into longer-term fixed interest yields, according to Fergus McDonald, head of the bond and currency team at Amova Asset Management.

Longwave aims to smooth the waters

Tue, 31 Mar 2026 06:00:00 +1200

For clients approaching retirement, consistent returns become more important than producing the highest possible returns, and so the Longwave Australian Small Companies Fund aims to deliver consistent returns, according to chief investment officer David Wanis.

FMA calls for innovation to drive financial advice uptake

Wed, 25 Mar 2026 17:43:00 +1200

The Financial Markets Authority (FMA) is calling for Financial Advice Providers (FAPs) to innovate to encourage more consumers to use their services to improve their financial wellbeing.

Consilium exits Cambridge Partners shareholding

Mon, 23 Mar 2026 06:00:00 +1200

Three years after taking a 35% stake in Christchurch-based Cambridge Partners, Consilium is selling up.

[GRTV] Earnings season; Iran; War and the NZ housing market - what it all means for investors

Thu, 19 Mar 2026 21:41:00 +1200

Generate Investment Specialist Greg Smith discusses how current issues are impacting investors.

Active managers see opportunities created by passive funds

Wed, 18 Mar 2026 06:00:00 +1200

While passive funds increasingly dominate ownership of and trading in stocks within the US S&P 500 Index, the resulting price distortions are creating opportunities for active managers.

SBS readies to expand into adviser market

Tue, 10 Mar 2026 08:55:00 +1200

SBS is expanding its long-held direct-to-consumer model to start working with third-party advisers, too.

Aurora moves management of KiwiSaver inhouse

Tue, 10 Mar 2026 07:27:00 +1200

Maangement of the Aurora KiwiSaver Scheme is being moved inhouse from FundRock.

Former financial adviser cops minimal fine

Fri, 06 Mar 2026 09:28:00 +1200

Former financial adviser David McEwen has been convicted and fined for breaching FMA stop orders; but the fine imposed was minimal.