Archive - 2026
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August 2026
07 Aug 2026 [GRTV] Victoria Harris gives Elevation Fund a makeover
07 Aug 2026 NZX 50 loses momentum amid choppy waters through Strait of Hormuz
06 Aug 2026 NZX 50 snaps three-day rally as heavyweights drag
06 Aug 2026 Govt appoints new FMA chair a day before cooling period starts
06 Aug 2026 Kernel adds BDM to work with advisers
06 Aug 2026 Fidelity Life appoints Raffi Rassam as Head of Claims
06 Aug 2026 Potential damages a snag in oppostion to TSB Bank sale to Heartland
05 Aug 2026 Aaron Klee takes up new role
05 Aug 2026 NZX 50 closes at record as jobs data cools rate hike expectations
05 Aug 2026 The latest changes at Fidelity Life
05 Aug 2026 GRTV Transcript: Mindful Money co-CEO Kate Vennell on ethical investing
04 Aug 2026 Potential damages a snag in oppostion to TSB Bank sale to Heartland
04 Aug 2026 Blue-chips drive NZX 50 higher; Palantir sets pace for trans-Tasman tech stocks
04 Aug 2026 MBIE confirms investigation into FMA
04 Aug 2026 KiwiSaver funds shake off Middle East tension
03 Aug 2026 NZX 50 gains as oil prices ease; Vista hits two-month high
03 Aug 2026 Mortgage holders still riding lower interest rates
03 Aug 2026 Staffing cuts helped Fisher Funds lift annual net profit 21.7%
02 Aug 2026 India’s investment boom
July 2026
31 Jul 2026 NZX 50 ends strong July on sour note
31 Jul 2026 [The Wrap] What the heck is happening at the FMA?
31 Jul 2026 Code Committee gets new chair
31 Jul 2026 Michael Lang now controls more than 75% of NZ Funds Management
30 Jul 2026 NZX 50 slumps in global rout; Crimson makes play for Kip McGrath
29 Jul 2026 Kernel goal: Wealth OS for all
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 Lifepilcyholders 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
Latest News
MBIE confirms investigation into FMA
MBIE confirms investigation into FMA
1 min read
KiwiSaver funds shake off Middle East tension
KiwiSaver funds shake off Middle East tension
2 min read
Staffing cuts helped Fisher Funds lift annual net profit 21.7%
Staffing cuts helped Fisher Funds lift annual net profit 21.7%
3 min read
[The Wrap] What the heck is happening at the FMA?
[The Wrap] What the heck is happening at the FMA?
3 min read
Latest Comments
FMA CEO on leave
At the risk of sounding like a broken record, the fundamental flaw in the legislation came about partly through the event that Murray mentions, and also through the negligence of the Select Committee in ignoring the single most cited recommendation in all the submissions (over 34% from memory) of drawing a distinction between product sales and financial advice. To add to their misdemeanour, the Committee then added a paragraph to the Bill confirming that recommendation of one product only constituted financial advice - or words to that effect. The inherent conflict of interest lies in an individual retained by a Class 4 licensee being required to adhere to a code of conduct that requires prioritisation of client interests. To expect a product sales person to subordinate their contractual obligation to their employer is unrealistic, unworkable, and unreasonable. To emphasise, I have no issue with a product provider marketing and selling their own products - but not behind the opaque veil of legislation intended to govern financial advice. If MBIE ever gets around to review FSLAA, Financial Advisers, FANZ, and all other interested stakeholders should mount a fully-funded intensive campaign to persuade our employees in Wellington to remove class 4 licensees from FSLAA, and replace their obligations within an amended CoFI Act.
22 hours ago David Whyte
FMA CEO on leave
@Murray: The reps seemed to be acting on their personal interests rather than the interests of advisers. Conflict of interest, isn't it?
3 days ago w k
KiwiSaver funds shake off Middle East tension
In this recent presentation of mine https://www.knowrisk.co.nz I show that the average Balanced KiwiSaver fund has added approximately +0.43% over and above the gross average policy Benchmark's return's. However, the averge annual costs of -0.97% for Balanced funds have eroded that to be slighly below BMK after costs consistent with typical SPIVA studies. Note this cost number is for the 45 Balanced Funds used only - for all KiwiSaver Funds it is closer to -0.70% p.a. The presentation goes on to show that quite a bit of return is being left on the table by the one size fits all view of risk.
3 days ago P Urbani
FMA CEO on leave
@pragmatic The most elegant description of what you are talking about was retired Chief Justice of Australia speaking at a conference in Australia in 2009. Sir Anthony Mason said "our system of regulation proceeds on the footing that the adviser may be a product seller. Indeed our system enables the product seller to adopt the guise of a financial adviser and endows that disguise with the aura of legitimacy by calling him a "licensed financial adviser. The sales vs advice distinction was lost a long time ago. I believe the final straw happened at an industry/professional association meeting with MBIE where I was arguing very strongly for such a divide - those who were there might recall my Venn diagram. But I got completely white anted by the PIA rep, and the FPIA reps were so tied up in their wish to appease the officials in the hope they would meke them the self reluator that they chose not to engage in the inter-association stoush. My subsequent discussion with a senior MBIE person told me we lost the sales vs advice argument that day because of an advisor body representative exhortations.
4 days ago Murray D Weatherston
Are we doing right by our clients when it comes to TPD?
Great article, Kat. The problem is that none of this feels real to people until it is. I'm as guilty as anyone. Death is at least a concept everyone has sat with. Surviving and never earning the same way again is abstract enough that it gets traded away first when the premium needs cutting. For us, TPD riders on trauma, mortgage and income cover are an opt-out, in as standard on every recommendation, and standalone TPD is discussed separately on its own merits. Nobody should be leaving without some form of long term disability protection if we're looking at someone's bigger picture. Granted that premiums will usually be the reason for opting out.
4 days ago Own Occupation