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April 2026
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
01 Apr 2026
Altered documents lead to cancelled licence for mortgage adviser
01 Apr 2026
Bond funds likely to deliver out-sized returns: Amova
01 Apr 2026
FANZ acknowledges top advisers
March 2026
31 Mar 2026
BNZ take mortgage competition up a notch
31 Mar 2026
NZX50 slides 4.7% in March qtr on SaaS fears, Middle East conflict
31 Mar 2026
Longwave aims to smooth the waters
30 Mar 2026
NZX50 joins global rout as Fletcher, Westpac lead decline
30 Mar 2026
Mortgage holders big switch to new lenders tapers off
27 Mar 2026
NZX50 falls for fourth week as Middle East ceasefire hopes dwindle
26 Mar 2026
Mainfreight leads NZX50 higher as Willis plays down fuel framework
26 Mar 2026
Fidelity Life keeps its rating for another year.
26 Mar 2026
AIA’s new product designed for life
25 Mar 2026
NZX50 roars back as US drafts peace plan in Iran
25 Mar 2026
FMA calls for innovation to drive financial advice uptake
25 Mar 2026
Chubb fills leadership team with surprise appointment
24 Mar 2026
NZX50 slides to 7-month low as RBNZ walks narrow line on rates
24 Mar 2026
What KiwiSaver changes do managers agree on?
23 Mar 2026
Serko, Tourism Holdings tumble as Iran fears knock NZX50
23 Mar 2026
Consilium exits Cambridge Partners shareholding
23 Mar 2026
AIA rolls out tweaked level policy
22 Mar 2026
Interest rates expected to rise at a much faster pace
20 Mar 2026
NZX50 slides 1.5% this week as Middle East conflict leaves world on edge
20 Mar 2026
Another dealer group gets a new CEO; Where to for mortgage advisers now?
19 Mar 2026
[GRTV] Earnings season; Iran; War and the NZ housing market - what it all means for investors
19 Mar 2026
Another dealer group gets a new CEO
19 Mar 2026
NZX50 sinks as Iran strikes on Qatar chill Asian markets
19 Mar 2026
From NZXWT to FNZ and back again
18 Mar 2026
Tourism Holdings shrugs off Iran conflict impact in leading NZX50 higher
18 Mar 2026
Political parties given outline of KiwiSaver 2.0
18 Mar 2026
Active managers see opportunities created by passive funds
18 Mar 2026
Markets, oil and geopolitics: keeping perspective during the Iran conflict
17 Mar 2026
Blue chips drag NZX50 higher as RBA hikes cash rate in close call
17 Mar 2026
AIA releases Neurodiversity Toolkit
17 Mar 2026
PAA Legacy Trust supports FANZ
16 Mar 2026
KMD Brands sinks on recapitalisation fears; NZX50 slides
16 Mar 2026
Investment Roundup: Which Asset Classes Have Been Topping the Table?
16 Mar 2026
What did reporting season teach us about software and AI?
16 Mar 2026
Where to for mortgage advisers?
16 Mar 2026
Customers doing it tough, Partners postpones conference
14 Mar 2026
Short-Term Disability Benefits
13 Mar 2026
Air NZ hits new lows, leading NZX50 to worst week since September 2024
13 Mar 2026
[BREAKING NEWS] Baden Martin lands new gig at non-bank lender
13 Mar 2026
Baden Martin lands new gig at non-bank lender
12 Mar 2026
NZX50 sinks as Iran jitters send oil back over US$100/bbl
12 Mar 2026
Loan Market adviser becomes RM
12 Mar 2026
Basecorp positioning as a one stop shop for advisers
12 Mar 2026
Partners Life tells advisers it’s working on lifting service levels
11 Mar 2026
Basecorp positioning as a one stop shop for advisers
11 Mar 2026
NZX50 rallies as blue chips buoyed by calmer oil markets
11 Mar 2026
Tariffs, Tehran and Turbulence
10 Mar 2026
NZX50 slips as investors question early end to Iran conflict
10 Mar 2026
Advisers warned about increasing cyber risks
10 Mar 2026
SBS readies to expand into adviser market
10 Mar 2026
Aurora moves management of KiwiSaver inhouse
09 Mar 2026
Haven focusses on adviser growth
09 Mar 2026
NZX50 sinks 3.1% as oil surges past US$100/bbl; Air NZ hits 17-year low
09 Mar 2026
Rising sophisticated cyber attacks aimed at advisers
09 Mar 2026
Advising on KiwiSaver can create "a moat" for adviser's businesses: Generate
07 Mar 2026
[Your weekend TMM read] Innovation with intention: Technology built for advisers
07 Mar 2026
Innovation with intention: Technology built for advisers
06 Mar 2026
Air NZ tumbles as ForBarr questions hedging; NZX50 falls
06 Mar 2026
Former financial adviser cops minimal fine
05 Mar 2026
Tech stocks back in favour as NZX50 joins rally on ebbing Iran fears
05 Mar 2026
Former NZ Super Fund exec joins Mercer
05 Mar 2026
AIA brings back Apple watch
05 Mar 2026
Life cover benefits can be at risk of terminal illness
05 Mar 2026
We reveal which banks are winning the battle for new business
05 Mar 2026
Harbour takes out top award
04 Mar 2026
NZX50 dodges worst of market ructions over Iran conflict fears
04 Mar 2026
Kiwibank, ASB gain in 2025's mortgage wars while ANZ loses
04 Mar 2026
Industry wary of KiwiSaver changes
03 Mar 2026
NZX50 falls for a 2nd day as bubbling crude prices stoke inflation fears
03 Mar 2026
New direction for large advice firm; BDM wanted; TSB moves
03 Mar 2026
New brand and direction for large mortgage advice business
03 Mar 2026
Is it the year of the equal-weighted S&P 500 Index?
02 Mar 2026
NZX50 sinks as war breaks out in Middle East; oil soars
02 Mar 2026
Lending slashed in January as borrowers rushed for new deals in December
02 Mar 2026
Cressida adds to its team
02 Mar 2026
Free Will for new Fidelity policyholders
02 Mar 2026
FundRock appoints new MD
February 2026
27 Feb 2026
Earnings season helps deliver NZX50’s best month since September
27 Feb 2026
Moneta: Strengthening KiwiSaver advice with digital tools from OMNIMax
27 Feb 2026
Kiwibank lending accelerates and there is room for more
27 Feb 2026
NZX's Smart and Wealth Tecnologies contributed all profit growth in 2025
27 Feb 2026
Kiwibank accelerated mortgage lending in its first half
26 Feb 2026
NZX50 climbs 1.1% in earnings season flurry
26 Feb 2026
Devon appoints CEO
26 Feb 2026
AI isn’t the end of mortgage advisers – it’s about empowerment
26 Feb 2026
Debtfix takes hardship off providers’ hands
26 Feb 2026
Booster loses discovery bid to look at rival transactions
25 Feb 2026
Lee sells
25 Feb 2026
NZX50 snaps 3-day gain as Meridian slides
25 Feb 2026
Govt could cut NZ Super fiscal impact to 5% of GDP by 2065: consultants
24 Feb 2026
F&P Healthcare powers NZX50 higher as AI-pocalypse runs into earnings
24 Feb 2026
Call for money for kids as part of KiwiSaver 2.0
23 Feb 2026
F&P Healthcare upgrade drags NZX50 higher as Trump’s tariffs linger
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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".
5 days ago Paul Flood