GoodReturns
Archive - 2026
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July 2026
29 Jul 2026 FMA CEO on leave
29 Jul 2026 NZX 50 touches 14k level for first time as F&P Healthcare drives gains
29 Jul 2026 Are we doing right by our clients when it comes to TPD?
29 Jul 2026 Milford lifts fee income despite earning no performance fees
28 Jul 2026 FANZ inks deal with Southern African financial planners
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
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.
1 day 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.
1 day 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.
3 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…
3 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".
4 days ago Paul Flood