GoodReturns.co.nz - News

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.

Harbour takes out top award

Thu, 05 Mar 2026 07:32:00 +1200

Morningstar hands out its Fund Manager of the Year Awards.

Is it the year of the equal-weighted S&P 500 Index?

Tue, 03 Mar 2026 08:13:00 +1200

The Financial Times is wondering whether this year will be the year of the equal-weighted S&P 500 Index while another Kiwi fund manager is recommending funds that track this index as an alternative to following the benchmark capital-weighted US index.

NZX's Smart and Wealth Tecnologies contributed all profit growth in 2025

Fri, 27 Feb 2026 06:55:00 +1200

NZX’s Smart’s growth in funds under management (FUM) accelerated in the second-half of 2025 to deliver annual growth of 17.6%.

Booster loses discovery bid to look at rival transactions

Thu, 26 Feb 2026 06:00:00 +1200

Booster Investment Management has lost its application to get hold of documents held by the Financial Markets Authority on how other fund managers operate their private market investments.

Govt could cut NZ Super fiscal impact to 5% of GDP by 2065: consultants

Wed, 25 Feb 2026 06:16:00 +1200

A new paper on New Zealand Superannuation says that the government could reduce the fiscal impact to 5% of GDP by 2065 by both raising the age of eligibility and by linking payments to the consumers price index (CPI).

[GRTV] The benefits of global infrastructure

Mon, 23 Feb 2026 08:18:00 +1200

Resolution Capital portfolio managers Mark Jones and Jan de Vos explain why it's time to put global infrastructure into portfolios.

Deal creates one of the world's largest active manager shops

Mon, 16 Feb 2026 11:25:00 +1200

Two managers represented by Heathcote Partners in New Zealand have agreed to a merger at at £9.9 billion.

Mint and Wedge get together for a new bond fund

Fri, 13 Feb 2026 08:05:00 +1200

MInt teams up with newcomer Wedge to launch a new bond fund.

Booster pushes for info on how other fund managers operate

Thu, 12 Feb 2026 06:11:00 +1200

Booster Investment Management is seeking documents the Financial Markets Authority holds on how other fund managers run their private market investments as the KiwiSaver provider prepares for next year’s defence of how it ran transactions through its own related vehicle.

[OPINION] Tax Efficiency vs. Real Returns: Are you being penny wise and pound foolish?

Thu, 05 Feb 2026 08:54:00 +1200

We’ve all been there—staring at a spreadsheet, trying to find the most "efficient" way to grow our nest egg. In New Zealand, the conversation frequently starts with tax.

KiwiSaver investors look offshore

Wed, 04 Feb 2026 08:30:00 +1200

Strong performance in international share markets has been pulling local investors’ attention offshore.

Pie adds new ingredient to its funds

Tue, 03 Feb 2026 08:40:00 +1200

Pie Funds has partnered with a venture capital firm to help unlock the potential of New Zealand’s next generation of founders.

Sharesies expands into advice – including for advisers

Tue, 27 Jan 2026 06:00:00 +1200

Sharesies is readying to expand its advice offering with ready-made portfolios of ETFs and managed funds, prepared for investors based on their investment timeframe, risk appetite and values.

Simplicity takes KiwiSaver's first-past-the-post honours in Dec Qtr

Mon, 26 Jan 2026 10:13:00 +1200

Passsive investing paid off big time for Simplicity in the December quarter with its growth, balanced and conservative funds all delivering the quarter's best returns in their category.

Ways to avoid the increasing S&P 500 concentration

Thu, 22 Jan 2026 12:13:00 +1200

Concerns about the increasing concentration within the US benchmark have investors looking for alternatives to S&P 500 index funds.

Is New Zealand’s managed fund structure costing investors?

Mon, 19 Jan 2026 09:11:00 +1200

A new fund manager says New Zealand investors are getting a raw deal from managed funds that are being incentivised to mirror indexes, even when they claim to be actively managed.

Another player enters market to buy FAPs

Mon, 12 Jan 2026 08:55:00 +1200

The New Zealand financial advice market is facing a “perfect storm” and one firm is planning to take advantage of it.

Marloo continues bringing in more financial advisers

Thu, 08 Jan 2026 08:16:00 +1200

AI platform Marloo has signed a strategic partnership with Pie Funds that will further broaden its reach across New Zealand’s financial advice sector.

Wealthpoint eyes independent FAPs for 2026

Mon, 29 Dec 2025 08:59:00 +1200

It is now targeting independent financial advice providers struggling with compliance demands that are pulling principals away from client work

Reflecting back on 2025

Wed, 24 Dec 2025 10:33:00 +1200

With the year drawing to a close we would like to that readers and advertisers for their support this year.

RBNZ: new rules will mean lower interest rates for borrowers

Wed, 17 Dec 2025 13:19:00 +1200

The Reserve Bank says banks and other deposit takers will need about $5 billion less equity than currently under its new capital rules and that it expects its new settings to be passed on to New Zealanders through increased lending and lower interest rates.

Opes censured by FMA for poor practices

Fri, 12 Dec 2025 07:28:00 +1200

High-profile property advice firm Opes has been censured by the FMA for failing to comply with a number of obligations under its Financial Advice Provider licence.

AI financial advice maybe breaching the law

Thu, 11 Dec 2025 07:42:00 +1200

Do AI’s responses fit with New Zealand’s financial advice laws?

Booster's innovation fund grows its pipeline of opportunities

Thu, 11 Dec 2025 06:04:00 +1200

The Booster Innovation Fund (BIF) has added a third university to the group of strategic partnerships it has with universities.

Generate lowers fees

Tue, 09 Dec 2025 08:44:00 +1200

Generate has cut fees on its KiwiSaver and managed funds and removed altogether the admin fee for some KiwiSaver members.

FMA chair Stobo under investigation

Fri, 05 Dec 2025 18:37:00 +1200

Financial Markets Authority chairman Craig Stobo has stepped down pending an investigation.

Golden moment as new funds go live

Fri, 05 Dec 2025 06:39:00 +1200

Newcomer Aurellan Asset Management has lodged its investment documents with the Disclose site.

Fin Advice NZ backs retirement report

Wed, 26 Nov 2025 08:35:00 +1200

Financial Advice NZ broadly supports the findings of the Retirement Commission’s 2025 Review of Retirement Income Policies, and it welcomes National's policy of increasing KiwiSaver contribution rates.

Banks’ profit on everyday accounts to come under scrutiny

Wed, 19 Nov 2025 06:00:00 +1200

The Government wants banks to let the public know how much in profit they earn from transaction and on-call savings accounts.

Complaints are on the rise - here’s how to handle them

Tue, 18 Nov 2025 18:10:00 +1200

Ombudsman Susan Taylor says there’s been a deluge of complaints recently, and many could have been resolved quicker with better handling.