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June 2026
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
17 Jun 2026
Pathfinder commits more funds to climate VC firm
16 Jun 2026
Sharemarket rallies as soft kiwi buoys exporters; RBA holds
16 Jun 2026
TE adds independent directors
15 Jun 2026
Tourism and travel companies surged on cheaper oil prices.
15 Jun 2026
FMA warns insurers over incentives
12 Jun 2026
NZX50 climbs 1.8% this week on prospect of Middle East peace
12 Jun 2026
NZX50 climbs 1.8% this week on prospect of Middle East peace
12 Jun 2026
NZX50 climbs 1.8% this week on prospect of Middle East peace
12 Jun 2026
NZX50 climbs 1.8% this week on prospect of Middle East peace
12 Jun 2026
NZX50 climbs 1.8% this week on prospect of Middle East peace
12 Jun 2026
Simplicity in no hurry to buy SpaceX shares
12 Jun 2026
ANZ CEO to retire
12 Jun 2026
SpaceX and the South Sea bubble - the historical parallels
11 Jun 2026
NZX50 slides as US strikes on Iran keep investors on edge
11 Jun 2026
Adviser complains about KiwiSaver campaign
11 Jun 2026
Plenty of interest in development and investment finance
10 Jun 2026
NZX50 ekes out gain as US-Iran strikes weigh on Asia; Space IPO looms
10 Jun 2026
TAP launches AI agents to automate adviser workflows
10 Jun 2026
Passive popular but with Kiwi investors should do more
09 Jun 2026
NZX50 roars back as Asia rallies on AI bounce, Iran-Israel ceasefire
08 Jun 2026
NZX50 joins global rout; power companies slide on Meridian expansion
08 Jun 2026
Link appoints a new general manager
08 Jun 2026
Mortgage lending dips
08 Jun 2026
No Space X boost for S&P500
05 Jun 2026
NZX50 falls 0.6% this week as Middle East concerns weigh
05 Jun 2026
Fidelity exec to become Apex CEO
05 Jun 2026
SpaceX - The IPO That Rewrote the Rulebook
05 Jun 2026
Winners and losers in first quarter
05 Jun 2026
Which banks did the most lending in 1st quarter; and who slowed down
04 Jun 2026
NZX50 dips amid Middle East nerves; Ngāi Tahu halves Sanford stake
04 Jun 2026
More borrowers take out ever bigger mortgages
04 Jun 2026
ANZ increases all fixed rates; Borrowers on big mortgages
04 Jun 2026
Summit to examine financial advice policy, regulation, and professional standards
04 Jun 2026
Non-banks can call themselves banks
04 Jun 2026
New fund tool to compare KiwiSaver returns, connect advisers
03 Jun 2026
NZX50 wavers as Iran deal remains elusive
03 Jun 2026
The Friction Test: What the market gets wrong about AI disruption
03 Jun 2026
Advocacy over shouting leads the way; 61 mortgage fraud charges
03 Jun 2026
Advocacy over shouting leads the way
03 Jun 2026
61 mortgage fraud charges filed
02 Jun 2026
Deal day in NZ as Heartland buys TSB, Green Cross sells The Doctors
02 Jun 2026
TSB Heartland to become NZ's sixth largest home loan provider
02 Jun 2026
Where do all the life insurance premiums go?
02 Jun 2026
[BREAKING NEWS] Heartland to buy TSB
02 Jun 2026
Heartland to buy TSB
01 Jun 2026
Dual-listed NZ heavyweights slide on ASX in King’s Birthday holiday
01 Jun 2026
FAMNZ no more; New loan option from Finbase
01 Jun 2026
FAMNZ dead
May 2026
29 May 2026
NZX50 enjoys best month since September as Vista recovers, Infratil surges
29 May 2026
New funding line; New product
29 May 2026
Lending expansion and new product to bolster Finbase
28 May 2026
Middle East flare-up weighs on NZX50 as Willis maps path to early surplus
28 May 2026
Finbase gets big Aussie backer; Xceda BDM; Rates to rise
28 May 2026
Aussie private credit deal for Finbase
28 May 2026
Non-bank lender pushes into funds business
28 May 2026
Meet Helen Zheng, Business Development Manager at Xceda
28 May 2026
RBNZ predicts rising mortgage rates
27 May 2026
NZX50, kiwi dollar gain as RBNZ holds cash rate in split decision
27 May 2026
Changes at the top for Fishers
27 May 2026
Divided RBNZ keeps the OCR on hold
27 May 2026
[Breaking News] OCR unchanged
27 May 2026
OCR announcement: What the RBNZ said
26 May 2026
NZX50 rallies as F&P Healthcare intake overcomes Infratil’s exhale
26 May 2026
Prediction for weighty rate rises on the horizon
26 May 2026
KiwiSaver balances lift but some members left behind
25 May 2026
F&P Healthcare weighs on NZX50 ahead of earnings
25 May 2026
Pie Funds new global strategy is paying off
24 May 2026
Intelligent claims management platform arrives
22 May 2026
NZX50 ekes out weekly gain as Serko shakes off gloom, Vista signs new customers
22 May 2026
Jarden restructuring opens door for boutiques, NZSA chief says
22 May 2026
Generate expands its private equity investments
22 May 2026
OCR predictions for next week
22 May 2026
What will the RBNZ do to the OCR next week? Economists give their guesses
22 May 2026
NZ First ‘KiwiSaver generation’ good policy – but will it happen?
21 May 2026
Infratil hits fresh high as Nvidia earnings spur gains across Asia
21 May 2026
Banks fail Consumer's sniff test
21 May 2026
Banks given the thumbs down by their customers
21 May 2026
FMA to look for new CEO
21 May 2026
Craigs continues push into the regions
20 May 2026
Koura increases KiwiSaver bitcoin exposure
20 May 2026
NZX50 sinks as investors clear the decks for Infratil’s Contact selldown
19 May 2026
NZX50 recovers as Trump’s pause eases Middle East fears
19 May 2026
Xceda adds an experienced business manager
18 May 2026
NZX50 sinks as rising bond yields send chill through equity markets
18 May 2026
What moving to New Zealand taught me about KiwiSaver
18 May 2026
Staying the Course: The Global Rebound in April (and well into May) is a Timely Reminder for Investors
17 May 2026
Making Investment Advice Easier for Clients to Understand
15 May 2026
NZX50 falls 1.6% this week as sour sentiment saps F&P Healthcare
15 May 2026
Some economists are calling for early OCR hikes
15 May 2026
Finbase adds ex-Westpac BDM to team
15 May 2026
New insurance comparison tool hits the market
15 May 2026
OCR increases should start sooner rather than later
15 May 2026
Advisers skipped in new sustainability guidance
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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.
2 days 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.
2 days 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.
4 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…
4 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