GoodReturns
Archive - 2026
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May 2026
14 May 2026 Basecorp secures more funding
14 May 2026 Private markets value responsible investing, lack data, research finds
13 May 2026 NZX50 slides as Australian budget knocks banks
13 May 2026 Use Your Client Book to Fund Growth, Succession, and Acquisition
13 May 2026 AIA claims stats released; Heart claims high
13 May 2026 Macro Shocks and Micro Risks
12 May 2026 NZX50 stumbles as F&P Healthcare, Infratil weigh
12 May 2026 FHBs keep market moving; Meet Prospa's new BDMs
12 May 2026 New Prospa BDMs
12 May 2026 Call for change in way New Zealanders shown their retirement savings future
12 May 2026 Fidelity Life’s Career connect 2026 signals strong industry backing for future adviser talent
11 May 2026 Infratil rides the AI wave, leads NZX50 higher
11 May 2026 First home buyers continue leaping into the housing and mortgage markets
11 May 2026 AIA says new product adviser-driven
08 May 2026 NZX50 gains 1% this week as Infratil shines
08 May 2026 Banks splashed $100 million for little gain
08 May 2026 Banks spend big for little gain
08 May 2026 FNZ to build advice platform for FirstCape
07 May 2026 Infratil keeps charging as AI optimism persists, driving NZX50 higher
07 May 2026 Non-bank lending takes off
06 May 2026 Infratil powers NZX50 higher; kiwi rallies on jobs growth
06 May 2026 MAS turns to OMNIMax for advice solution
06 May 2026 New GM at Link
06 May 2026 Non-bank lending balloons
06 May 2026 Former Kiwi Wealth boss turns to advice
05 May 2026 NZX50 sinks as Gentrack tumbles on earnings downgrade; Mainfreight stumbles
05 May 2026 Avanti to grow its funds management business
05 May 2026 Advisers writing more Westpac loans
05 May 2026 Westpac accelerates home lending and adviser-originated loans
04 May 2026 Freightways powers NZX50 through a2 Milk slump
04 May 2026 When a night is not a night
04 May 2026 Stobo resigns FMA chair after investigation
04 May 2026 BNZ results in; Advisers write more business
04 May 2026 Advisers increased origination of BNZ home loans
04 May 2026 Mortgage borrowers catch up on arrears
01 May 2026 NZX50 starts May on a high, climbs 1.3% this week
01 May 2026 Sharesies opens advice offering to New Zealand investors
01 May 2026 ANZ adviser support drops (a little); What the FAP landscape looks like now
01 May 2026 ANZ's reliance on mortgage advisers eases a little
01 May 2026 AIA revamps its distribution team
April 2026
30 Apr 2026 Late surge narrows NZX50’s April decline to 0.1%
30 Apr 2026 One-year fixed spot on for borrowers - ANZ
30 Apr 2026 What the FAP landscape looks like now
29 Apr 2026 F&P Healthcare buoys NZX50 ahead of Mag7 earnings, Fed decision
29 Apr 2026 SaaSacre – Generational buying opportunity or Great Value Destroyer?
29 Apr 2026 ANZ's growth and balanced KiwiSaver returns take first place
28 Apr 2026 NZX50 sinks on return from long weekend; My Food Bag rallies on review
28 Apr 2026 KiwiSaver value for money not set and forget
24 Apr 2026 Squirrel appoints fixed income heavyweight
24 Apr 2026 Fidelity postponses Engage
24 Apr 2026 NZX50 dips 0.2% this week as Middle East tensions stay high
23 Apr 2026 NZX50 snaps 3-day gain as Middle East tension keeps investors on edge
22 Apr 2026 Pathfinder picks Scandanavian fund manager
22 Apr 2026 FMA to tackle Finfluencers
22 Apr 2026 NZX50 ekes out another gain as Trump extends ceasefire
22 Apr 2026 NZ Super Fund ruling likely to increase scrutiny on investment processes
21 Apr 2026 Rate-sensitive Ryman, property stocks shrug off elevated inflation
20 Apr 2026 Jon-Paul Hale returns for part two of Disability Benefits
20 Apr 2026 Meridian, Infratil keep NZX50 afloat as rising oil prices weigh
20 Apr 2026 Pricing and reviews: regulatory interest in Australia may emerge in New Zealand too
19 Apr 2026 Court ruling likely to concern KiwiSaver managers
17 Apr 2026 Craigs buys up Dunedin-based fin planning firm
17 Apr 2026 NZX50 sinks 2.1% this week as inflation creep starts to weigh
17 Apr 2026 FANZ to up the ante against NZ’s soaring medical inflation
16 Apr 2026 NZX50 joins ASX200 lower as refinery fire weighs
16 Apr 2026 Economists battle it out over OCR forecasts
16 Apr 2026 FMA takes pulse of KiwiSaver private assets
15 Apr 2026 Economists at war over OCR forecasts
15 Apr 2026 NZX50 joins global rally as optimism over Iran persists
14 Apr 2026 Boyle gets dream gig
14 Apr 2026 NZX50 misses out on optimism over Iran conflict; a2 Milk extends decline
14 Apr 2026 ANZ predicts three OCR rises this year
14 Apr 2026 ANZ goes out on a limb and predicts three OCR rises this year
14 Apr 2026 Special Events Benefits; great for clients and advisers but beware the time limits
13 Apr 2026 NZX50 slumps as Trump orders Iran blockade; a2 Milk sinks on profit warning
13 Apr 2026 Mortgage enquiries sink as war drags on and interest rates rise
13 Apr 2026 Vernon outlines his plans for AMP
10 Apr 2026 NZX50 gains 2.2% this week as US-Iran peace talks keep markets on edge
10 Apr 2026 Mercer appoints BDM to work with advisers
10 Apr 2026 FMA to review CoFI Guidance
09 Apr 2026 New fund range answers adviser call for flexible KiwiSaver alternative
09 Apr 2026 NZX50 nudges higher as US-Iran ceasefire optimism wanes
09 Apr 2026 Industry wary of KiwiSaver changes
09 Apr 2026 Non-bank sector hopeful of a more profitable year
08 Apr 2026 NZX50, kiwi soar on US-Iran circuit breaker; RBNZ stays on hold
08 Apr 2026 Markets intepret OCR review to be on the hawkish side
08 Apr 2026 [BREAKING NEWS] OCR unchanged. Here's why
08 Apr 2026 OCR on hold
07 Apr 2026 Quay Street gets new Head of Strategy
07 Apr 2026 NZX50 surges out of Easter weekend amid Middle East conflict fears
07 Apr 2026 RBNZ urged to lower OCR to counter oil price shock recession
06 Apr 2026 New BDM at FMT
05 Apr 2026 Active manager (sort of) leaves the passive house
03 Apr 2026 Fidelity building register to help firms connect with Career connect graduates
02 Apr 2026 Fidelity Life completes new-look Adviser council
02 Apr 2026 NZX50 extends decline for 5th week as Trump plans to hit Iran hard
02 Apr 2026 Billions in wealth lost during one of the severest housing corrections
01 Apr 2026 Spurs and Auckand FC to meet in Auckland
01 Apr 2026 Infratil, Meridian weigh on NZX50 as Asia rallies on ceasefire hopes
01 Apr 2026 Big newsletter today: Top mortgage advisers; BNZ's new switching play; KAN dobs in adviser to FMA
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.
22 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.
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".
3 days ago Paul Flood