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NEW ZEALAND
Financial planning
New Zealand’s financial regulator is following the footsteps of its Tasman neighbours and proposing to conduct a review on improving the accessibility of financial advice...
Funds management
Boutique fund manager and responsible investment specialist Pella Funds Management has expanded its offering by allowing direct access to investors in New Zealand for the...
Funds management
JP Morgan Asset Management has announced a strategic partnership with wealth investment firm Craigs Investment Partners....
Financial planning
National Australia Bank has announced two of its New Zealand-based subsidiaries will combine with Jarden Wealth to create a new wealth management entity with 113 financia...
People & Products
Former head of Australian equities at abrdn, Michelle Lopez, has joined a boutique fund manager....
Funds management
ETF provider Betashares has expanded its offering to New Zealand and will launch five ETFs in the country for advisers and investors....
Funds management
The global asset manager has received a formal warning from the New Zealand financial regulator after failing to disclose earlier ASIC infringement notices as required un...
Financial planning
The Ray White Group’s eight-year battle to break into the Australian financial advice market is over. How did it ultimately fail after so many years trying to succeed?...
People & Products
Fintech firm Q4 Associates Limited has joined EY New Zealand, a move it says will enable it to better serve clients across Australia and New Zealand as it expands in the ...
People & Products
EY has opened a financial services division in New Zealand to provide local clients with banking, wealth and asset management knowledge....
Financial planning
New Zealand-based investment banking firm, Jarden, and Credit Suisse Australia have announced they have reached a mutual agreement and decided to exit their formal strate...
Financial planning
Research from the Financial Services Council shows 70% of New Zealanders are unprepared for retirement and there was a strong link to money and well-being. ...
Financial planning
New research from the New Zealand Financial Services Council has revealed the degree to which Kiwis' financial and retirement confidence has been rattled by the COVID-19 ...
Funds management
Centuria Capital has acquired a 19% stake in New Zealand real estate funds business Augusta Capital, its first offshore acquisition, as it seeks to develop a presence in ...
Financial planning
The New Zealand Government has signalled it will slow the pace of regulatory change for the financial services industry to allow it to help consumers move beyond COVID-19...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...