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September 2026
04 Sep 2026
New funding model to free up money for developers and builders
03 Sep 2026
NZX 50 lags Asia as Meridian, Precinct shed dividend rights
03 Sep 2026
Barrass resigns as FMA chief executive
03 Sep 2026
Fidelity Life sold to Partners
03 Sep 2026
RBNZ says "something has definitely changed in the housing market"
03 Sep 2026
FMA asks: How well are you looking after client money?
02 Sep 2026
NZX 50 rallies as RBNZ plays down future rate hikes
02 Sep 2026
OCR UP: What the RBNZ said
02 Sep 2026
Asteron Life New Zealand appoints four non-executive directors
02 Sep 2026
AIA targets business and rural insurance markets in product push
02 Sep 2026
AIA moves into wealth with annuity launch planned
01 Sep 2026
NZX 50 slides in cool start to spring as oil prices rise, RBNZ looms
01 Sep 2026
Māori see value in life and health insurance but uptake lags
01 Sep 2026
Whether to fix short or long term is the question
01 Sep 2026
Kernel grown from plucky start-up to a genuine disruptor
August 2026
31 Aug 2026
NZX 50 gains for 4th month as Gentrack surges out of the doldrums
31 Aug 2026
Simplicity cuts fees for eighth time
31 Aug 2026
Kiwis at MDRT
31 Aug 2026
Beale puts adviser feedback at centre of AIA product development
31 Aug 2026
AIA targets business and rural insurance markets in product push
31 Aug 2026
How mortgage advice has changed; From the eyes of a veteran
31 Aug 2026
Fund type, not manager the key driver of KiwiSaver returns, Simplicity economist says
28 Aug 2026
ForBar nabs Craigs advisers to open Gizzy office
28 Aug 2026
NZX 50 posts biggest weekly fall since May with Air NZ at record lows
28 Aug 2026
Milford invests $100m into infrastructure investment
28 Aug 2026
Mosaic promotes governance, risk and compliance expert to director role
28 Aug 2026
Kiwibank lone voice calling for no OCR hike
28 Aug 2026
Flood tide for Harbour
27 Aug 2026
NZX 50 falls from record as growing rate hike expectations push up bond yields
27 Aug 2026
Advisers hope AI widens market
26 Aug 2026
Heartland’s bid to buy TSB all go after court dismisses attempt to halt it
25 Aug 2026
NZX 50 rallies as F&P Healthcare tests new highs
25 Aug 2026
Koura reports another loss
24 Aug 2026
The importance of health insurance tools
24 Aug 2026
NZX 50 falls as investors want more from Chorus; Infratil dips
24 Aug 2026
Can AI pick the best KiwiSaver provider?
22 Aug 2026
[GRTV] New Retirement Commissioner David Boyle outlines his goals
22 Aug 2026
NZ has a ‘once-in-a-generation’ chance to reshape retirement
21 Aug 2026
NZX 50 gains for third week as earnings season rolls on
21 Aug 2026
AIA New Zealand appoints Acting Chief Customer Officer
21 Aug 2026
[Weekly Wrap] What we know, and don't know, about Labour's retirement policies. Plus a potential surprise
21 Aug 2026
NZX aims for 5% of KiwiSaver market in three-to-five years
20 Aug 2026
NZX 50 dips as Auckland Airport overshadows solid earnings day
20 Aug 2026
Infrastructure investor Morrison adds former US Dep Sec of State
20 Aug 2026
Kiwibank says June half-year competition for home loans was particularly fierce
20 Aug 2026
Kiwibank says June half-year competition for home loans was particularly fierce
19 Aug 2026
Ebos, Fletcher earnings drive NZX 50 higher
19 Aug 2026
Trust in AI’s decision making not keeping pace with adoption
18 Aug 2026
NZX 50 outperforms Asia as a2 Milk bounces back
18 Aug 2026
Lendr secures $100 million bank funding
18 Aug 2026
ASB profit down; Adviser support steady
17 Aug 2026
NZX 50 sinks as a2 Milk slides amid jitters over Chinese buyers
17 Aug 2026
Banks lose KiwiSaver share
17 Aug 2026
KiwiMonster enhances adviser reports
17 Aug 2026
Generate adds Advice Network Manager
17 Aug 2026
Increasing number of homes selling for a loss
16 Aug 2026
[Weekly Wrap] The opacity of fund manager accounts
14 Aug 2026
NZX 50 gains for a second week as rising tourism revives SkyCity
14 Aug 2026
How public markets can help finance our infrastructure deficit
14 Aug 2026
Insurance dominates FSC awards
13 Aug 2026
NZX 50 rallies as local inflation expectations cool
13 Aug 2026
Former ASB CEO to become Asteron chair
13 Aug 2026
Who is responsible for notifying policy changes?
12 Aug 2026
NZX 50 slides for 2nd day as Australia’s mortgage chill crosses the Tasman
12 Aug 2026
FMA commissions independent review into Samantha Barass
12 Aug 2026
Digital services challenge advisers – and create an opportunity
12 Aug 2026
AIA expands menopause support toolkit
12 Aug 2026
Others sought in alleged $5 million mortgage fraud
11 Aug 2026
Barrenjoey and Craigs do a deal
11 Aug 2026
NZX 50 dips as RBA warns on inflation; Craigs, Barrenjoey join forces
11 Aug 2026
Is responsible investing too hard for KiwiSaver providers to do?
10 Aug 2026
NZX 50 joins Asia rally on Wall Street record while Contact outlook cools
09 Aug 2026
The Curve launches fund aimed at closing women’s investment gap
07 Aug 2026
[Weekly Wrap] It's time politicians take a better approach to retirement issues
07 Aug 2026
[GRTV] Victoria Harris gives Elevation Fund a makeover
07 Aug 2026
NZX 50 loses momentum amid choppy waters through Strait of Hormuz
06 Aug 2026
NZX 50 snaps three-day rally as heavyweights drag
06 Aug 2026
Govt appoints new FMA chair a day before cooling period starts
06 Aug 2026
Kernel adds BDM to work with advisers
06 Aug 2026
Fidelity Life appoints Raffi Rassam as Head of Claims
06 Aug 2026
Potential damages a snag in oppostion to TSB Bank sale to Heartland
05 Aug 2026
Aaron Klee takes up new role
05 Aug 2026
NZX 50 closes at record as jobs data cools rate hike expectations
05 Aug 2026
GRTV Transcript: Mindful Money co-CEO Kate Vennell on ethical investing
04 Aug 2026
Potential damages a snag in oppostion to TSB Bank sale to Heartland
04 Aug 2026
Blue-chips drive NZX 50 higher; Palantir sets pace for trans-Tasman tech stocks
04 Aug 2026
MBIE confirms investigation into FMA
04 Aug 2026
KiwiSaver funds shake off Middle East tension
03 Aug 2026
NZX 50 gains as oil prices ease; Vista hits two-month high
03 Aug 2026
Mortgage holders still riding lower interest rates
03 Aug 2026
Staffing cuts helped Fisher Funds lift annual net profit 21.7%
02 Aug 2026
India’s investment boom
July 2026
31 Jul 2026
NZX 50 ends strong July on sour note
31 Jul 2026
[The Wrap] What the heck is happening at the FMA?
31 Jul 2026
Code Committee gets new chair
31 Jul 2026
Michael Lang now controls more than 75% of NZ Funds Management
30 Jul 2026
NZX 50 slumps in global rout; Crimson makes play for Kip McGrath
29 Jul 2026
Kernel goal: Wealth OS for all
29 Jul 2026
FMA CEO on leave
29 Jul 2026
NZX 50 touches 14k level for first time as F&P Healthcare drives gains
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Latest News
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
2 min read
FMA outlines its latest expectations for advisers
6 min read
[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.
18 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.
21 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".
3 days ago Paul Flood