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July 2026
28 Jul 2026 Heavyweights keep NZX 50 in the green as Infratil knocked by AI woes
28 Jul 2026 Southern Cross appoints new CEO
28 Jul 2026 Aurora KiwiSaver becomes Hive, adds third-party managers
28 Jul 2026 Active managers slip down KiwiSaver tables
27 Jul 2026 The Placebo Effect: Healthcare's Defensive Reputation Under the Microscope
27 Jul 2026 Spark leads NZX 50 to record as digital services put under the microscope
27 Jul 2026 AIA adds grocery discounts to Vitality
27 Jul 2026 [GRTV] FMA puts AI advice and banks’ return to wealth management under spotlight
26 Jul 2026 RIAA Conference made more adviser friendly
24 Jul 2026 SkyCity surges on asset sales; NZX 50 ends week up
24 Jul 2026 Sharesies' KiwiSaver still going for growth, reaches break-even on cash flow
23 Jul 2026 Meridian buoys NZX 50 as investors weigh AI spend and oil prices
23 Jul 2026 Salt's long-short fund chalked up another strong year
22 Jul 2026 NZX 50 rallies as SkyCity hits three-month high on hotel sale
22 Jul 2026 Pace of interest rate increases not clear cut
22 Jul 2026 Fidelity Life offers premium relief to customers affected by flooding
22 Jul 2026 Generate's KiwiSaver funds got their turn in the sun in the June quarter
22 Jul 2026 Former AMP Life policyholders moving to Asteron
21 Jul 2026 NZ’s economy is beginning to turn around while Australia is showing signs of fatigue
21 Jul 2026 NZX 50 falls as accelerating inflation keeps focus on oil prices
21 Jul 2026 New MDRT NZ leaders
21 Jul 2026 PPS loses CFO/COO
21 Jul 2026 Unilaterally changing mortgage arrears payment dates leads to trouble
20 Jul 2026 NZX 50 inches higher in mixed Asian trading; oil prices rise
18 Jul 2026 Why speed and flexibility matter more than ever for SME lending
17 Jul 2026 NZX 50 snaps two weeks of gains as Middle East conflict casts a chill
17 Jul 2026 Expansion of North Shore mortgage business
17 Jul 2026 Government looking at wholesale investor loophole
16 Jul 2026 NZX 50 falls for 4th day as investor sentiment cools across Asia
16 Jul 2026 How to get financial advice to more people
15 Jul 2026 NZX 50 slides as slowing Chinese growth weighs on a2 Milk
15 Jul 2026 Professional IQ: NZ's Highest-rated Level 5 Certificate Provider
14 Jul 2026 NZX 50 drops as oil spike rocks heavyweights Auckland Airport, Meridian
14 Jul 2026 [GRTV] Increasing access to advice
14 Jul 2026 [GRTV] How to get better access to advice
13 Jul 2026 NZX50 slides as renewed Middle East tensions lift oil prices
13 Jul 2026 Russell Investments sold
13 Jul 2026 Adviser complains about ANZ campaign
10 Jul 2026 How not to become the Kākāpō of Financial Advice
09 Jul 2026 Fletcher leads NZX 50 higher in Matariki-shortened week
09 Jul 2026 Floating rates rising post OCR increase; What the changing housing market means for prices
09 Jul 2026 Pie Funds enters adviser channel
09 Jul 2026 Pie Funds pushes into adviser market
09 Jul 2026 Can the NZ economy grow while house prices stagnate?
08 Jul 2026 NZ dollar nudges higher, NZX 50 dips as RBNZ hikes
08 Jul 2026 OCR increase labelled a reduction in monetary stimulus
08 Jul 2026 [Breaking News] RBNZ pulls the trigger
08 Jul 2026 RBNZ pulls the trigger
07 Jul 2026 NZX 50 inches lower, avoids Asia’s stumble on Samsung earnings
07 Jul 2026 [GRTV] What's happening in fixed interest markets
06 Jul 2026 Infratil powers NZX 50 to all-time high in quiet school holiday trading
06 Jul 2026 Medical costs and premiums rising unsustainably – what can advisers do to help their clients?
06 Jul 2026 Fifth drop in amount households spend on interest
06 Jul 2026 KiwiSaver members need more advice at retirement, panellists say
03 Jul 2026 NZX 50 gains this week as Mainfreight, Scales navigate Middle East tensions
03 Jul 2026 Economists’ tune changes to keeping the OCR on hold next week
03 Jul 2026 Milford Asset Management confirms three senior hires
02 Jul 2026 NZX 50 dips as Korean chip selloff ripples across Asia
02 Jul 2026 Harbour rolls out new global multi-manager fund
02 Jul 2026 FMA finally takes over CCCFA; Meet CFML's two new BDMs
02 Jul 2026 Single set of expectations from new CCCFA regulator
02 Jul 2026 Why 12% Could Be the Most Important Number in KiwiSaver
01 Jul 2026 NZX 50 edges lower as power companies dip in soft Asia trading
01 Jul 2026 Fisher Funds appoints new Chief Client Officer
01 Jul 2026 Introducing CFML's New BDMs: Richard and Ricky
June 2026
30 Jun 2026 Sharemarket has best quarter since Dec 24; And in positive territory halfway through this year
30 Jun 2026 FMA takes aim at mortgage fraud and commissions
30 Jun 2026 Mortgage fraud and advisers’ commissions under the FMA microscope
30 Jun 2026 FMA focussed on fraud and commissions paid to advisers
29 Jun 2026 NZX 50 gains as US-Iran tensions subside, exporters rally
29 Jun 2026 ANZ still expects three OCR rises this year
29 Jun 2026 Ethical investing needs to grapple with AI challenges: Pathfinder
27 Jun 2026 Simon Papa: Access to advice - Is adviser conservatism the issue?
26 Jun 2026 NZX 50 almost flat for the week as lower rate outlook offsets energy gloom
26 Jun 2026 FMT strengthens Wellington lending team with new appointment
26 Jun 2026 Kat Church: Reviews aren’t compliance; they’re where the real value lies!
25 Jun 2026 Sharemarket snaps 3-day decline as exporters rally on subdued kiwi dollar
24 Jun 2026 NZX50 falls for third day as Asian markets kick back into life
24 Jun 2026 Annual reviews ‘not serving clients’
23 Jun 2026 NZX50 dips as heavyweights F&P Healthcare, Auckland airport decline
23 Jun 2026 Give Total Rem the flick if KiwiSaver compulsory
22 Jun 2026 NZX50 dips amid choppy Middle East peace talks
22 Jun 2026 Weekly Wrap
22 Jun 2026 More mortgage advisers embarce KiwiSaver
22 Jun 2026 5+5 Ideal super savings rate experts say
21 Jun 2026 National plays KiwiSaver card
20 Jun 2026 KiwiSaver an option for mortgage advisers seeking ongoing income, provider says
20 Jun 2026 Partners permanent premium reduction
20 Jun 2026 Kirwan to take over Apex
19 Jun 2026 NZX50 climbs for a second week as reweightings drive heavy Friday trading
19 Jun 2026 Second funds management firm sold today
19 Jun 2026 CastlePoint Funds sold (again)
19 Jun 2026 Squirrel further bolsters leadership team to support growth
19 Jun 2026 Pathfinder cements its dominance in ethical awards
18 Jun 2026 NZX50 dips as Fed gets investors thinking about rate hikes
18 Jun 2026 Today's retirees feeling priced out of retirement
18 Jun 2026 Health and life insurers out of climate reporting
17 Jun 2026 Is protecting retirement provision a life adviser’s duty? Part two.
17 Jun 2026 Brand awareness and tech the big issues for merged banks
17 Jun 2026 SFS Private Wealth appoints Managing Director, Regional Clients
Latest News
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
Lifetime to buy Britannia and possibly get an equity injection
Lifetime to buy Britannia and possibly get an equity injection
2 min read
Latest Comments
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".
15 hours ago Paul Flood
FMA outlines its latest expectations for advisers
The goalposts haven't shifted, and no-one is moving the hole to the side of the green just to mess with the twilight burglars. The phrasing of the opening sentence ("having policies, templates, and controls in place is no longer enough") might suggest otherwise, but the wording is unfortunate. Having policies, templates, and controls in place was NEVER enough - it is a necessary, but not sufficient, condition of "playing by the rules" since 15th March 2021. A new player to golf might completely miss the ball on their tee shot - a swing and a miss. The wise coach/mentor/official knows that adding a stroke to the scorecard at this early stage of the player's development could have a deleterious effect. A reminder of the rule and the sanction - not applied at this early stage of development - is more conductive to continued participation. Focus on learning to hit the ball in the first instance, and move on to applying the penalty once the basics are firmly bedded in. No rule change, just a firmer application of the existing rules as the golfer matures.
19 hours ago Paul Flood
FMA outlines its latest expectations for advisers
Instead of goal posts let's talk about holes. I was at a working bee at the golf club. We were doing some maintenance near one of the greens, and there was a club twilight series coming up. Just for a laugh the greenkeeper moved the hole to a particularly difficult spot, down pitch, near the edge, which rolled over a steep angle to a downhill run away from the green. Miss the hole and your off - you'd need to chip back up. Oh Steve. What I'm talking about is not "prevalence-induced", it's not a blue dot, and it's not the invention of a new risk. It's the FMA effect. I'm calling a molehill a molehill. As the supervision moves into a "mature phase" they are redefining what our safe harbour is. Until now we moved to understand what the goals were - get this qual, do these things, and you'll be fine. Now they are looking at other things, "raising standards" or changing the definition of the already-vague "good outcomes". They literally picked up the goal posts and shifted them. Moving that hole didn't change the stroke index. The rules of the game didn't change. It affected every player equally, and we all had the same goal to aim for. But moving it sure made things harder for everyone.
1 day ago agressively passive
FMA outlines its latest expectations for advisers
Advisers can probably be forgiven for believing the ‘goalposts’ keep shifting, because they probably are, and there is a likely explanation for that, it’s called “prevalence-induced concept change”, a term coined by Harvard researcher Daniel Gilbert. Also called the ‘Blue Dot Effect’, this is a psychological tendency for humans to invent new risks, or expand existing minor issues into major ones, in the absence or reduction in the incidence of real threats. As real threats diminish, our brains tend to look for and redefine what threats are, making us see problems where there might be none, essentially making ‘mountains out of molehills’. Evolution has hard-wired us to expect threats regardless of whether there are any. As Daniel Gilbert says “Solving problems causes us to expand our definitions of them. When problems become rare, we count more things as problems”.
2 days ago Steve Wright
FMA outlines its latest expectations for advisers
Advisers outline their latest expectations for FMA Advice firms are raising the bar for their expectations of the FMA, warning that having vague requirements and constantly increasing expectations is no longer going to be tolerated. Adviser told FMA’s Michael Hewes that Advisers expect the FMA to demonstrate their systems are working, not by having systems that work, but by having records that show they do. So far their records is one adviser was found in a monitoring visit that lost their registration. Hundreds of monitoring visits, lost of angst and censures and chest puffing but the record currently stands at one. For advisers, the message from the FMA is not to create more paperwork. It’s to make sure a client file clearly has the paperwork that shows why advice was given and how conflicts were managed, and whether the client understood the recommendation. Advisers make the paperwork to meet these requirements, and now we’re being criticised for creating the extra paperwork. We have noticed and adage when they go though and engage with entites: don’t talk to us about our management issues, we want to talk about yours. Mr Hewes says the FMA recognises the significant work advice firms have done since the new regime was introduced, including rebuilding advice processes, policies and professional standards. Advice firms say they appreciate the recognition of the significant time and cost and effort that went into all that, which means that the shifting of goalposts to ever increasing requirements shows the FMA has no idea how significant that work was. Advisers say that good advice is what we have always provided and that we know it starts with the client, and always did. Regulation did not change that, it just added a ton of paperwork and record keeping and costs that made it harder to spend quality time with those same clients. In fact advice firms strongly resent the insinuation that our advice process starts with a product before a client. FMA says it believes in advice. Advisers believed in advice before the FMA existed.
3 days ago agressively passive