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October 2026
19 Oct 2026 Mortgage sector slowdown highlighted by fast bank turnaround times
19 Oct 2026 Advice adds at least 5% a year, but clients can’t see most of it
16 Oct 2026 Rebound from AI concerns dominates global trading but NZX bucks the trend
15 Oct 2026 Fisher Funds names new CIO
15 Oct 2026 NZX 50 shrugs off hot US inflation to rally from morning low
15 Oct 2026 KiwiSaver becomes election battleground as fund bosses clash over compulsion, Total Rem
15 Oct 2026 [GRTV] Lifting the hood on KiwiSaver promises this election
14 Oct 2026 NZX 50 inches higher ahead of US inflation data; Chinese tourists recover
14 Oct 2026 From a driverless car in Shenzhen to opportunities at home
14 Oct 2026 Squirrel contemplates NZX listing
13 Oct 2026 NZX 50 slides as fears over Chinese AI competition knock Asian markets
13 Oct 2026 Three way race for top insurance award
13 Oct 2026 Adviser use of ETFs likely to continue to grow, Smart says
13 Oct 2026 Advice clients’ KiwiSaver balances shine
12 Oct 2026 NZX 50 ekes out small gain as Gentrack, Vista join tech rally
09 Oct 2026 NZX 50 gains this week as F&P Healthcare tests new territory
08 Oct 2026 F&P Healthcare, power companies spur late rally for NZX 50
08 Oct 2026 AI adoption passes the tipping point
07 Oct 2026 NZX 50 joins decline across Asia; Infratil stumbles as CDC valuation dips
07 Oct 2026 Default switch may have pushed more KiwiSaver members to riskier funds
06 Oct 2026 NZX 50 ekes out small gain as Gentrack, Vista join tech rally
06 Oct 2026 FMA outlines its latest expectations for advisers
05 Oct 2026 F&P Healthcare pulls NZX 50 higher in late reversal
05 Oct 2026 US inflation impacts New Zealand mortgage rates
05 Oct 2026 NZX Wealth Technologies adds to product and relationship teams
04 Oct 2026 [Weekly Wrap] KiwiSaver in play; but outcome unclear
04 Oct 2026 ACT wants to make KiwiSaver earnings tax exempt
04 Oct 2026 Lifetime to buy Britannia and possibly get an equity injection
02 Oct 2026 NZX 50 slides as whippy bond markets knock rate-sensitive stocks
02 Oct 2026 Booster bifs a bit more money at innovation fund
01 Oct 2026 KiwiSaver non-contributing rates high, but there is some nuance to them
01 Oct 2026 NZX 50 starts October on a sour note as bond markets keep groaning
01 Oct 2026 ANZ Investments' new Head of Asset Allocation
01 Oct 2026 Heartland shareholders approve TSB deal
September 2026
30 Sep 2026 Hallenstein Glasson shines; NZX 50 climbs 1.6% in Sept quarter
30 Sep 2026 Hardship withdrawals fall but may be short-lived
30 Sep 2026 [Obituary] Josh Bronkhorst
30 Sep 2026 Mindful Money founder steps down
29 Sep 2026 Ryman hits 16 year low; Hallenstein Glasson Holdings hit an all-time high
29 Sep 2026 Diversifying doesn’t mean more cost
29 Sep 2026 FMA extends no action relief for climate reporting entities
29 Sep 2026 Make your fees more visible: Anderson
29 Sep 2026 Three new tools on Good Returns
28 Sep 2026 Lodestone pushes ahead with $100m IPO; NZX 50 powered higher
28 Sep 2026 [OBITUARY] Ross Collett: A true insurance adviser legend
28 Sep 2026 Generate launches GoCIO for private wealth advisers
26 Sep 2026 Chubb Life expands Life Lens eligibility across full Assurance Extra range
25 Sep 2026 NZX 50 navigates rising bond yields to end week higher
25 Sep 2026 Five new hires at QuayStreet
25 Sep 2026 Fisher Funds makes first direct investment under its private equity programme
25 Sep 2026 Booster to buy Lifetime advice group
25 Sep 2026 The Devil’s Advocate may be an adviser’s best friend
25 Sep 2026 Financial Are Advisers Writing on Policy Issues - Good
25 Sep 2026 RIAA seeks feedback on harm-avoidance review
24 Sep 2026 NZX 50 ekes out small gain as softer dollar buoys exporters
23 Sep 2026 NZX 50 falls as gentailers slide; KMD drops on soft outlook
23 Sep 2026 KiwiSaver fees cheaper than Australian super, research suggests
22 Sep 2026 NZX 50 extends rally as Meta’s Muse charms markets; KMD hits 2-mth high
22 Sep 2026 SIFA puts quality ahead of growth
21 Sep 2026 NZX 50 joins Asia rally as oil prices ease on cooling supply fears
21 Sep 2026 Could an old exclusion cost your client at claim time?
21 Sep 2026 Tower launches a faster way to connect clients with insurance cover
21 Sep 2026 Growth at Link points to adviser channel opportunities
21 Sep 2026 What's driving adviser-led KiwiSaver switches?
20 Sep 2026 OCR pass on rates vary from two days to five weeks
18 Sep 2026 NZX 50 posts weekly gain as Fed hike reassures investors
18 Sep 2026 Angus Dale-Jones: Level 5 is minimum standard for advisers
18 Sep 2026 Level 5 is a minimum, not best practice: Dale-Jones
17 Sep 2026 NZX 50 gains for a 2nd day as Fed hike settles bond markets
16 Sep 2026 NZX 50 rallies as Infratil upgrades earnings outlook; Fed looms
16 Sep 2026 Antipodes to buy Bennelong
16 Sep 2026 Trustees Executors, New Zealand’s first Trustee Company, Starts Next Chapter
16 Sep 2026 [Steve Wright] The role and contribution of insurance to NZ healthcare.
16 Sep 2026 SPIVA says active funds still struggling
16 Sep 2026 FIF legislation revealed
16 Sep 2026 Newest non-bank lender officially launched
15 Sep 2026 NZX 50 hits 2 ½-month low as Infratil knocked by AI
15 Sep 2026 Asteron Life invests in growth with senior actuarial, underwriting and claims hires
15 Sep 2026 Second big bank CEO departs
14 Sep 2026 NZX 50 slides as AI concerns knock Infratil; Lodestone eyes IPO
14 Sep 2026 Call for FMA to investigate SPIVA scorecard
13 Sep 2026 What’s holding back NZ’s ETF market?
11 Sep 2026 Sharemarket posts biggest weekly slide since 2022 as oil spikes, rate hikes feared
11 Sep 2026 The Cloud Comes Home: New Zealand's Data Centre Moment
11 Sep 2026 Tella widens CRM platform’s capabilities
10 Sep 2026 NZX 50 joins global rout as oil prices remain elevated; US inflation looms
10 Sep 2026 TAP plugs Hive KiwiSaver into its business
09 Sep 2026 NZX 50 ekes out gain in late rally; bank economists get less gloomy
09 Sep 2026 Why the Active vs Passive Debate Is More Complicated Than One Number
09 Sep 2026 Amova: long-dated NZ govt bond yields reward investors
08 Sep 2026 NZX 50 slides as inflation fears cast pall across Asia
08 Sep 2026 Political attention on first home buyers ramps up
08 Sep 2026 Wealthpoint sees growth in investment and mortgage advice
07 Sep 2026 NZX 50 slides as Fed hike bets weigh on rate sensitive stocks
07 Sep 2026 NZFSG calls out banks for chasing advisers' clients
06 Sep 2026 [GRTV] Advisers risk losing clients if they ignore ethical investing: Vennell
05 Sep 2026 [Weekly Wrap] What would Gordon and Shirley think?
04 Sep 2026 NZX 50 returns to positive territory this week as bond markets settle
04 Sep 2026 Partners Life to pay $630m for Fidelity Life
04 Sep 2026 New funding model to free up money for developers and builders
Latest News
Advice adds at least 5% a year, but clients can’t see most of it
Advice adds at least 5% a year, but clients can’t see most of it
4 min read
Adviser use of ETFs likely to continue to grow, Smart says
Adviser use of ETFs likely to continue to grow, Smart says
2 min read
FMA outlines its latest expectations for advisers
FMA outlines its latest expectations for advisers
6 min read
[Weekly Wrap] KiwiSaver in play; but outcome unclear
[Weekly Wrap] KiwiSaver in play; but outcome unclear
2 min read
Latest Comments
FMA outlines its latest expectations for advisers
Paul Flood: The danger is that the 'goalposts' (regarding what is acceptable or unacceptable adviser conduct) may be susceptible to change. Our 'Principles based' legal/regulatory environment lends itself to “prevalence-induced concept change” over time, perhaps not so much in the written laws and Code, as in the interpretation of the prescribed principles.
4 hours ago Steve Wright
FMA outlines its latest expectations for advisers
Just a tip, if you use more than six, six letter words in a sentence you lose most Kiwi's. So avoid client/adviser confusion when writing your post or article if you would like it read and understood. Ironically, my last sentence was not likely read.
6 hours ago Backstage
FMA outlines its latest expectations for advisers
All things said are great aspirational goals for a great financial advice industry, it mirrors what both the legislation and the code requires. However, like most things discussed it talks about what's expected not how it's done. The hardest aspect of financial advice today isn't what it is, it is how it is done. The how only comes from those that have done it, the how is only provided with examples. Guidance documents that spell out what's required along side how it it done. We’re still dealing with the same issues we started with in 2021, figuring out the how. And figuring out the how in every advice business is consuming resources that could easily be shortcut by the FMA demonstrating what they are expecting. It's not about “do it this way” its about this is the sorts of things we’re looking for. In the absence of standards and expectations, guesswork prevails. That represents significant risk to FAPs and the result is onerous overcooked advice processes for multiple advice operations and undercooked she’ll be right for single operators focused on getting the work done. Both approaches have potential for harm and as its been said earlier, leaves advisers open to explain they haven't been speeding with the authorities have pulled them over. The advice industry needs guidance on the how we know the what already.
2 days ago Jon-Paul Hale
Who is responsible for notifying policy changes?
Sticking an oar in, while we have “service” requirements the expectation that an adviser is responsible for discussing said change is relying heavily on assumption. 1. That the client hasn't moved and contact details haven't been updated. It happens more often than many think. 2. It assumes there is a servicing agreement in place to provide service. Remember the requirement is to scope service not provide it. A client deciding to have ad-hoc service on their request is a legally valid position to have. 3. If there is a service agreement that's realistic to what is expected, how long does the adviser push the issue to have the discussion before moving on with everything else they have to do? Again, a point that is not clear in the guidance to date. The challenge of the present rules is the adviser is responsible for ensuring the client understands the advice provided. How do you ensure you're covering this if a client doesn't engage despite genuine attempts to manage it? There's still a lot of “what if’s” in this whole are we’re only going to have clarity on once someone is taken to task about it. But first we need to have clarity on what ongoing service actually is, because right now demonstrated by the direct providers a letter once per year with a please call if you want to discuss is the current minimum…
2 days ago Jon-Paul Hale
FMA outlines its latest expectations for advisers
To correct errors in my previous post: "policies, templates, and controls" should read "policies, processes, systems and controls", and "is more conductive" should read "is more conducive".
2 days ago Paul Flood