NEW ZEALAND

Funds management

GSFM and its fund manager partner, Munro Partners, have launched an investment fund for New Zealand wholesale investors, marking a “natural extension” of its capabilities...

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?...

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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 ...

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People & Products

EY has opened a financial services division in New Zealand to provide local clients with banking, wealth and asset management knowledge....

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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...

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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. ...

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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 ...

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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 ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 4 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 4 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks ago