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Angus Dale-Jones: Level 5 is minimum standard for advisers
Interviews

Angus Dale-Jones: Level 5 is minimum standard for advisers

Outgoing Code Committee chairman Angus Dale-Jones says Level 5 remains an appropriate minimum qualification for financial advisers, but advisers should not regard it as the profession’s ultimate standard. 
Philip Macalister
Fri, Sep 18th 2026 07:22AM

Beale puts adviser feedback at centre of AIA product development

Beale puts adviser feedback at centre of AIA product development

11 min read
[GRTV] New Retirement Commissioner David Boyle outlines his goals

[GRTV] New Retirement Commissioner David Boyle outlines his goals

8 min read
[GRTV] Victoria Harris gives Elevation Fund a makeover

[GRTV] Victoria Harris gives Elevation Fund a makeover

8 min read
GRTV Transcript: Mindful Money co-CEO Kate Vennell on ethical investing

GRTV Transcript: Mindful Money co-CEO Kate Vennell on ethical investing

9 min read
[GRTV] Increasing access to advice

[GRTV] Increasing access to advice

10 min read
[GRTV] Financial advice transformed my life: Shanks

[GRTV] Financial advice transformed my life: Shanks

11 min read
[GRTV] The winners and losers from Covid-19

[GRTV] The winners and losers from Covid-19

4 min read
[GRTV] Depressing imbalances in IP market: Hutchinson

[GRTV] Depressing imbalances in IP market: Hutchinson

8 min read
[GRTV] Full Interview: Sam Tremethick

[GRTV] Full Interview: Sam Tremethick

7 min read
[GRTV] ANZ Investments' CIO Paul Huxford

[GRTV] ANZ Investments' CIO Paul Huxford

10 min read
[GRTV] Time to change debate on replacement business

[GRTV] Time to change debate on replacement business

11 min read
[GRTV] Benefits of Asia ETFs

[GRTV] Benefits of Asia ETFs

9 min read
[GRTV] Fisher Funds' Sam Dickie's 2020 outlook

[GRTV] Fisher Funds' Sam Dickie's 2020 outlook

10 min read
[GRTV] Harbour Asset Management – Andrew Bascand

[GRTV] Harbour Asset Management – Andrew Bascand

10 min read
[GRTV] Potential FAP costs and CRM intricacies

[GRTV] Potential FAP costs and CRM intricacies

10 min read

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Latest News

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

Make your fees more visible: Anderson
Make your fees more visible: Anderson
4 min read
Latest Comments

FMA outlines its latest expectations for advisers
I think they need to try even harder to make it harder and to create adviser confusion. Perhaps a thematic? The regulator is not the client. We have to demonstrate we are creating "good client outcomes", not, they have to demonstrate that we are not. Its like if I am pulled over for speeding then told I have to demonstrate I wasn't speeding. How is the FMA doing with employment regulation? Sometimes I feel that they are hanging around with a solution looking for a problem. Most serious advisers who have been in this industry for some time and are established business professionals understand how good advice is delivered and how a good practice is run. Maybe the FMA needs a tone check and focus on obvious offenders. I do agree at times "narrow" scope (or what was previously called, limited advice) is sensible.
3 days ago Backstage

Make your fees more visible: Anderson
Agree with Dean here, but lets be consistent please. When I invest into a balanced fund it is either 0.25% as advertised, or up to 0.75% if I use my adviser. I know this is not only Kernel who offer adviser fees, but advertising should give investors the range of fees they will pay, not only the base fee. “Talk about the fee. That’s actually the strength. Don’t hide away from it.”
4 days ago Goldcard

ACT wants to make KiwiSaver earnings tax exempt
Another politician not doing their research. The top Prescribed Investor Rate (PIR) is 28% and not all returns are taxed. For the 12 months ended 31/03/26 my KiwiSaver Balanced-Growth Funds (50/50) had a combined return 11.07% and a dollar gain of $15,932. Based on my PIR of 10.5% and according to Acts' calculations I should have paid PIE tax of $1,532. The PIE tax I actually paid was $159. I could go on but I won't.
5 days ago Oh My Gosh

ACT wants to make KiwiSaver earnings tax exempt
Kiwisaver scheme definitely needs an overhaul, and this is a good start. To further incentivise Kiwisaver, contributions could be tax-free but put a cap. Say, for income up to $100k or $120k (with periodic review).
6 days ago Albert K

Mindful Money founder steps down
Thankyou to a great leader in the ethical and responsible investing world. The world is a better place because of your work in it.
1 week ago Carey Church
GoodReturns
Good Returns was established in 1997 and was one of the first successful online publishers in New Zealand and continues to be a publishing leader. Good Returns is held in high-regard by its target audience, the financial services industry. A team of highly experienced business journalists update the site daily with topical, breaking and relevant news and views. The team is led by founder and publisher Philip Macalister.
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