News & Insights

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Liquidity risk management guidance sets out work agendas

May 27, 2024

Multi-Rate PIEs

May 21, 2024

Green bond class exemption proposal focuses attention on integrated financial products

Apr 19, 2024

Trustees Executors Board Update

Apr 2, 2024

NZ wholesale financial products market overview

Mar 26, 2024

  • Trustees Fund Administration
Safeguarding New Zealanders' wealth with the three lines of defence

Mar 18, 2024

  • The Supervisor
Liquidity Risk Management Rules Updated

Feb 29, 2024

  • The Supervisor
Auditing the auditors – the FMA’s latest oversight plan 2020 - 2023

Feb 27, 2024

Significant Milestone for the Trustee Industry

Feb 23, 2024

2023 Finished with a flourish, but what's in store for 2024?

Feb 12, 2024

New Year, New Will: Why updating your Estate plan is a resolution worth keeping

Feb 12, 2024

  • The Supervisor
Climate impacts on investment decisions

Jan 30, 2024

  • The Supervisor ,
  • Trustees Corporate Supervision
Outcomes-focused regulation from 2024?

Dec 18, 2023

  • The Supervisor ,
  • Trustees Corporate Supervision
Regulators set the standard for boards of financial institutions

Nov 20, 2023

Trustees Executors Limited Announces New Management Structure

Nov 9, 2023

Over 100 Years of Community Service in Dunedin

Oct 6, 2023

  • About Us & Media
Trustees Executors partners with AIA NZ

Aug 4, 2023

  • Trustees Corporate Supervision
The clock is ticking for climate-related disclosures

Jul 9, 2023

  • About Us & Media
We bid Farewell to our Historical Dunedin Office

May 29, 2023

  • Trustees Private Wealth
Cost of living crisis taking its toll on financial resilience and wellbeing

May 26, 2023

  • Trustees Private Wealth
Everyone needs a Will

May 26, 2023

  • Trustees Private Wealth
2023 Budget: Trustee Tax Rate Increasing to 39%

May 26, 2023

  • Trustees Private Wealth
Market Update - April 2023

May 5, 2023

  • Trustees Corporate Supervision
Financial markets regulators gain new tools for new jobs

May 2, 2023

  • Trustees Private Wealth
Disaster Proof Your Documents

Mar 29, 2023

  • Trustees Private Wealth
The importance of Enduring Powers of Attorney (“EPAs”)

Mar 29, 2023

  • Trustees Private Wealth
Future Planning & Funeral Trusts

Mar 29, 2023

  • Trustees Private Wealth
Can you afford to retire?

Mar 29, 2023

  • Trustees Corporate Supervision
Integrated Financial Products and Value for Money

Mar 21, 2023

  • Trustees Private Wealth
Market Update - February 2023

Mar 2, 2023

  • Trustees Private Wealth
Financial advisers deliver value in challenging times

Mar 1, 2023

  • Trustees Private Wealth
Taking Cover

Feb 28, 2023

  • Trustees Private Wealth
Is now a good time to invest in property?

Feb 23, 2023

  • Trustees Private Wealth
The Discipline of Regular Saving

Feb 23, 2023

  • Trustees Corporate Supervision
FMA sets out risk management expectations for managed investment schemes sector

Feb 16, 2023

  • Trustees Private Wealth
Trusts for Modern Families

Feb 8, 2023

  • Trustees Corporate Supervision
Regulators crack down on climate change and ESG-related misconduct in financial markets

Jan 16, 2023

  • Trustees Private Wealth
Market Update - November 2022

Dec 12, 2022

  • Trustees Corporate Supervision
IOSCO issues thematic review on liquidity risk management

Dec 9, 2022

  • Trustees Private Wealth
'Tis the Season of Good Will

Dec 4, 2022

  • Trustees Private Wealth
Understanding Investment Asset Classes

Nov 30, 2022

  • Trustees Private Wealth
Protect yourself and protect your family with Enduring Powers of Attorney

Nov 20, 2022

  • Trustees Private Wealth
Socially Responsible Investing

Nov 20, 2022

  • Trustees Private Wealth
Investing Psychology 101: How to think like an Investor

Nov 17, 2022

  • Trustees Private Wealth
Market Update - October 2022

Nov 17, 2022

  • Trustees Corporate Supervision
Time for sensible regulation to protect Kiwi investors in the ‘Wild West’ of cryptocurrencies

Oct 31, 2022

  • Trustees Corporate Supervision
Regulators worldwide grapple with ESG financial literacy

Oct 25, 2022

  • Trustees Corporate Supervision
KiwiSaver members speak out on value for money

Oct 5, 2022

  • Trustees Private Wealth
World Investor Week: 3 – 9 October 2022

Oct 3, 2022

  • Trustees Private Wealth
Market Update - September 2022

Oct 3, 2022

  • About Us & Media
Trustees Executors opens new Tauranga office to meet growing demand for specialist advice

Sep 5, 2022

  • Trustees Private Wealth
Why, when and how should you make a Will?

Sep 1, 2022

  • Trustees Private Wealth
Investing Explained Series: What is Dollar-Cost Averaging?

Aug 31, 2022

  • Trustees Private Wealth
Money Week: Demystifying Money

Aug 31, 2022

  • Trustees Corporate Supervision
Cyber security highlighted for financial market services licence holders

Aug 26, 2022

  • Trustees Private Wealth
The three biggest money worries for women

Jul 6, 2022

  • Trustees Private Wealth
Market Update - June 2022

Jul 5, 2022

  • Trustees Private Wealth
Significant changes to inheritance law

Jul 5, 2022

  • Trustees Private Wealth
Finding value in being frugal

Jul 4, 2022

  • Trustees Corporate Supervision
New Zealand’s managed fund fees value-for-money (VfM) regime soon to go live

Jul 1, 2022

  • Trustees Corporate Supervision
Sustainability reporting standardisation gathers international momentum

Jun 3, 2022

  • Charities
Giving: What you need to know

May 18, 2022

  • Trustees Private Wealth
Women and Financial Wellbeing in New Zealand

May 17, 2022

  • Trustees Private Wealth
Investing Explained Series: What is Hedging?

May 17, 2022

Senior appointment to accelerate Trustees Executors’ transformation towards a digital first business

May 3, 2022

  • Trustees Corporate Supervision
Morningstar report questions fund manager fees

May 2, 2022

  • Trustees Private Wealth
Case Study: The Great Wealth Transfer

Apr 5, 2022

  • Trustees Private Wealth
Changes to Trust Tax

Apr 5, 2022

  • Charities
What does leaving a lasting legacy mean to you?

Apr 5, 2022

Trustees Executors appoints new GM of People and Culture

Apr 4, 2022

  • Trustees Private Wealth
Are you Financially Resilient?

Apr 4, 2022

  • Trustees Corporate Supervision
New ASA Financial Advertising Code comes into force

Mar 29, 2022

  • About Us & Media
Call for financial services sector to step up to help reverse fall in Kiwis’ financial literacy

Mar 4, 2022

  • Trustees Private Wealth
Tips on how to start your money plan for 2022

Mar 1, 2022

  • Trustees Private Wealth
Three Reasons to Consider a Trust

Mar 1, 2022

  • Trustees Private Wealth
What to think about before writing your Will

Mar 1, 2022

  • Trustees Private Wealth
Navigating Market Volatility

Mar 1, 2022

  • Trustees Corporate Supervision
FMA reports on itself for 2020/21

Feb 28, 2022

  • Trustees Private Wealth
Inflation 101

Dec 9, 2021

  • Trustees Private Wealth
The Value of Advice

Dec 9, 2021

  • Trustees Private Wealth
Five mistakes that can derail your retirement

Dec 9, 2021

  • Trustees Corporate Supervision
IOSCO issues final report on outsourcing principles

Dec 6, 2021

  • Trustees Corporate Supervision
FMA revisits financial product advertising

Nov 29, 2021

  • About Us & Media
Trustees Executors Leverages SS&C Platform to Launch New Business

Nov 15, 2021

  • Trustees Private Wealth
Markets in Review - October 2021

Nov 8, 2021

  • Trustees Private Wealth
Generation Rent

Nov 2, 2021

  • Trustees Corporate Supervision
FMA publishes 11th annual report on KiwiSaver

Oct 29, 2021

  • About Us & Media
New Zealand’s Trustees Executors Uses MuleSoft to Deliver Personalised Customer Experiences

Oct 28, 2021

  • Trustees Corporate Supervision
We need to talk about Stewardship

Oct 11, 2021

  • Trustees Private Wealth
Markets in Review - September 2021

Oct 1, 2021

  • Trustees Corporate Supervision
Climate-related disclosure regime gears up for implementation

Sep 28, 2021

  • Trustees Private Wealth
Fast and Easy Wills at Your Fingertips

Aug 30, 2021

  • Trustees Corporate Supervision
FMA’s Annual Corporate Plan announces regulator’s agenda out to mid-2022

Aug 30, 2021

  • Trustees Private Wealth
Looking after our elders

Jul 30, 2021

  • Trustees Private Wealth
Making sense of Cryptocurrency

Jul 30, 2021

  • Trustees Private Wealth
Wills Explained: Breaking Down the Jargon - Understanding Probate

Jul 30, 2021

  • Trustees Private Wealth
Micro-investing on the rise – are you one of the 38 per cent?

Jul 30, 2021

  • Trustees Corporate Supervision
Bonus Bonds Update

Jul 20, 2021

  • Trustees Corporate Supervision
Managed investment schemes must deliver value for money to their investors

Jun 30, 2021

  • Trustees Corporate Supervision
Leading the Fight against Climate Change – The role of Sustainable Finance

Jun 30, 2021

  • Trustees Private Wealth
Wills Explained: Breaking Down the Jargon – Intestate

Jun 30, 2021

  • Trustees Private Wealth
Residential Care Subsidies 101

Jun 30, 2021

  • Trustees Private Wealth
World Elder Abuse Awareness Day

Jun 15, 2021

  • Trustees Corporate Supervision
RBNZ Issues Cyber Resilience Guidance

May 31, 2021

  • Trustees Private Wealth
Wills Explained: Breaking Down the Jargon - What is the Difference between an Executor and Trustee of an Estate?

May 26, 2021

  • Trustees Private Wealth
The Threat of Inflation during the COVID-Recovery

May 17, 2021

  • Trustees Private Wealth
KiwiSaver – A year on from the Pandemic Panic

May 17, 2021

  • Trustees Private Wealth
The Impact of the Vaccine on Markets

May 12, 2021

  • Trustees Corporate Supervision
Monitoring Visits for MIS and Other Supervised Entities

Apr 24, 2021

  • Trustees Private Wealth
Keeping it in the Family - Inheritance Trusts

Apr 8, 2021

  • Trustees Private Wealth
Building Confidence through Professional Financial Advice

Apr 8, 2021

  • Trustees Private Wealth
The Market in Review as at 31 March 2021

Apr 8, 2021

  • Trustees Private Wealth
Tilting the Balance of Home Ownership

Apr 6, 2021

  • Trustees Private Wealth
The End of Life Choice Act

Apr 1, 2021

  • Trustees Corporate Supervision
COVID-19 stirs regulator interest in liquidity risk

Mar 29, 2021

COVID-19 Alert Level Update

Feb 28, 2021

  • Trustees Corporate Supervision
Rethinking Cyber Security

Feb 25, 2021

  • Trustees Corporate Supervision
Global Best Practice for Handling Retail Investor Complaints Revealed

Feb 23, 2021

  • Trustees Private Wealth
Five Questions Facing Investors for the Year Ahead

Feb 19, 2021

  • Trustees Private Wealth
Need assistance with managing financial or property affairs?

Feb 18, 2021

  • Trustees Private Wealth
Speculation vs Investment

Feb 18, 2021

  • Trustees Private Wealth
Happy Birthday to the Trusts Act 2019

Feb 17, 2021

  • Trustees Private Wealth
2020 Year in Review - Investment Markets

Feb 17, 2021

  • Trustees Private Wealth
The Holiday Season – is your Estate Plan up to Date?

Dec 19, 2020

All you need to know about the Privacy Act 2020

Dec 18, 2020

  • Trustees Private Wealth
Make room for family matters this holiday season

Dec 18, 2020

  • Trustees Corporate Supervision
How to meet investor needs for more material information

Dec 17, 2020

  • Trustees Private Wealth
KiwiSaver has continued to grow in 2020 despite unprecedented challenges

Nov 27, 2020

  • Trustees Corporate Supervision
SIPOs Under the Spotlight

Nov 25, 2020

  • Trustees Private Wealth
Building Wealth, Protecting Wealth and Passing it on

Nov 24, 2020

  • Trustees Corporate Supervision
Trustees Executors removes Fund Managers Otago Limited under Financial Markets Conduct Act

Nov 3, 2020

  • Trustees Private Wealth
Five Strategies to Protect Family Wealth

Oct 31, 2020

  • Trustees Corporate Supervision
Climate Change Risk Disclosure – New Zealand Leading the Way

Oct 29, 2020

  • Trustees Private Wealth
October Investment Market Update

Oct 29, 2020

  • About Us & Media
The OneTE Clients First Service Charter

Oct 29, 2020

  • Charities
The Philip Wylie Charitable Trust

Oct 29, 2020

  • Trustees Private Wealth
Crisis-proofing Your Finances: Invest for the Future

Oct 21, 2020

  • Trustees Private Wealth
Latest Economic Outlook

Oct 16, 2020

  • Trustees Corporate Supervision
Auditing the auditors – the FMA’s latest oversight plan

Sep 10, 2020

  • Trustees Private Wealth
The Value of a Financial Adviser - Don't follow the herd

Sep 9, 2020

  • Trustees Private Wealth
Crisis-proofing Your Finances: KiwiSaver

Sep 4, 2020

  • The Supervisor
Fair shares: The challenge of managing investor dilution risks

Jul 7, 2020

  • Trustees Private Wealth
How to Crisis-proof your Finances: The Emergency Fund

Jun 25, 2020

  • The Supervisor
FMA publishes custody analysis

Mar 20, 2020

  • Trustees Corporate Supervision
KiwiSaver Shake-up: Default fund changes and what they mean for you

Mar 4, 2020

  • Trustees Private Wealth
Investor basics

Mar 3, 2020

  • Trustees Private Wealth
The Role of a Professional Trustee when Buying or Selling Property in a Trust

Mar 3, 2020

  • Trustees Private Wealth
Investment Insights: Coronavirus

Mar 3, 2020

  • Trustees Private Wealth
Retirement Villages - How Retirement Village Residents and Intending Residents are Protected

Feb 28, 2020

  • Trustees Corporate Supervision
More Action and Transparency Needed on Climate Risk Disclosure

Feb 3, 2020

  • Trustees Private Wealth
The one New Year's Resolution you should have - better conduct

Jan 15, 2020

  • Trustees Private Wealth
Retirement Villages - A General Overview of Retirement Villages and the Retirement Villages Act 2003

Dec 19, 2019

  • Trustees Corporate Supervision
Government Introduces Conduct Legislation for Financial Sector

Dec 19, 2019

  • Trustees Corporate Supervision
FMA Gears up for First Quarter 2020 Managed Fund Survey

Dec 19, 2019

  • Trustees Private Wealth
The Benefits of a Funeral Trust

Nov 8, 2019

  • Charities
Have you ever thought about leaving a Gift for Charity?

Nov 8, 2019

  • Charities
Charitable Fraud is on the Rise

Nov 8, 2019

  • Trustees Private Wealth
a2 Milk - the Cream always Rises to the Top

Nov 8, 2019

  • Trustees Corporate Supervision
FMA Raps KiwiSaver Fees

Oct 23, 2019

  • Trustees Corporate Supervision
Practical Tips on getting it Right with Investor Disclosure

Oct 23, 2019

  • Trustees Corporate Supervision
IMF Report’s Implications Filter through into FMA’s Workload

Oct 23, 2019

  • Trustees Corporate Supervision
Woodford Funds Crisis Still Hogs Headlines

Oct 23, 2019

  • Trustees Private Wealth
Time to Update your Financial Goals?

Oct 19, 2019

  • Trustees Private Wealth
The Trusts Act 2019

Sep 17, 2019

  • Trustees Private Wealth
Trustees Travel Guide

Aug 20, 2019

  • Trustees Private Wealth
Term Deposits - How low can they go?

Aug 20, 2019

  • Trustees Private Wealth
September is Wills Month - Take Advantage of our 50% Discount Offer!

Aug 20, 2019

  • Trustees Private Wealth
What does the new Trusts Act 2019 mean for you?

Aug 20, 2019

  • Trustees Corporate Supervision
The LF Woodford Equity Income Fund Suspension - Part 2

Jul 11, 2019

  • Trustees Corporate Supervision
The Influence of Behavioural Science on Securities Market Regulators

Jul 11, 2019

  • Trustees Corporate Supervision
The LF Woodford Equity Income Fund Suspension - Part 1

Jul 11, 2019

  • Trustees Corporate Supervision
Changes Foreshadowed for Supervision of NBDTs

Jul 11, 2019

  • Trustees Private Wealth
When was the last time you Updated your Will?

Jun 6, 2019

  • Trustees Private Wealth
An Overview of the New Trust Bill

Jun 6, 2019

  • Trustees Corporate Supervision
The Role of a Licensed Supervisor - Corporate Trustee Services

Jun 6, 2019

  • Trustees Private Wealth
Put a Safeguard on your Future with Enduring Powers of Attorney

Jun 6, 2019

  • Trustees Corporate Supervision
What does a Supervisor do?

Mar 25, 2019

  • Trustees Corporate Supervision
IOSCO calls for Issuers to disclose ESG Matters

Mar 25, 2019

  • Trustees Corporate Supervision
When does a Supervisor Need to Report Legislative Breaches to a Regulator?

Mar 25, 2019