Kernel goal: Wealth OS for all Wednesday, July 29th, 7:47PM
Like many managers getting to the $1 billion in... MORE » |
FANZ inks deal with Southern African financial plannersTuesday, July 28th, 8:28PM
The partnership is designed to strengthen professional... MORE » |
Russell Investments sold Monday, July 13th, 10:13AM
The deal will mean the exit of current stakeholders... MORE » |
Summit to examine financial advice policy, regulation, and professional standards Thursday, June 4th, 9:28AM 11 comments
It will bring together CEOs and leaders from 14... MORE » |
Non-banks can call themselves banksThursday, June 4th, 9:03AM
All deposit takers will be able to call themselves... MORE » |
Generate expands its private equity investmentsFriday, May 22nd, 1:29PM
The investment builds on Generate’s existing... MORE » |
FMA to tackle FinfluencersWednesday, April 22nd, 9:27PM 1 comment
Regulatory authorities are taking part in the second... MORE » |
PAA Legacy Trust supports FANZTuesday, March 17th, 8:54AM
Campus brings together FANZ’s most significant... MORE » |
Shaw and Partners buys Wellington advice firmSunday, February 15th, 4:30PM
Shaw and Partners Financial Services has acquired... MORE » |
Morningstar finalists this yearThursday, February 5th, 8:45AM
There are three categories of awards this year plus... MORE » |
Castlepoint funds take unexpected hitThursday, December 4th, 8:31AM
CTD recently released updated financial information... MORE » |
The wedge edge for businesses and trustsSunday, October 5th, 9:32PM
Wedge, founded by former Fisher Funds portfolio... MORE » |
10 years; $10 billionSunday, October 5th, 5:14PM
Consilium has reached a major new milestone, surpassing... MORE » |
Wealth management firm enters its own retirementWednesday, October 1st, 4:12PM
JMI Wealth has been rebranded following its parent... MORE » |
Twists and turns in FNZ court caseSunday, September 28th, 10:43AM
Summit Partners, the only institutional plaintiff... MORE » |
Open banking planned for KiwiSaverWednesday, September 17th, 11:30PM
Sevaka and Qippay have formed a partnership to bring... MORE » |
FirstCape consolidates JBWere NZ’s custody and platformMonday, September 15th, 7:40PM
JBWere chief executive Craig Patrick says the decision... MORE » |
KiwiSaver nirvana Monday, August 25th, 3:05AM
Simplicityis reducing its fees for its diversified... MORE » |
JB Were trumps JardenMonday, August 4th, 9:06AM
The move brings together the resources and expertise... MORE » |
FSI creates new brand for its affiliate investment teamsSaturday, August 2nd, 10:23AM
First Sentier Group has established as umbrella... MORE » |
FMT cracks $2 bill Friday, August 1st, 12:01PM
“This is a big moment for us,” chief... MORE » |
AI provider to KiwiSaver secures fundingThursday, June 26th, 5:20AM
Sevaka, a New Zealand-based fintech building AI-powered... MORE » |
Generate makes another PE investmentWednesday, June 25th, 8:39AM
Generate has invested $10 million into Halter -... MORE » |
InvestNow adds another low-cost Foundation fundThursday, June 5th, 7:02PM
The new fund charges a management fee of just 0... MORE » |
Australian ETF giant cracks $50 bill FUMTuesday, June 3rd, 5:16PM
Betashares says it has reached A$50 billion in funds... MORE » |
Booster Savvy returns $1 million to customersTuesday, June 3rd, 5:01PM
Since Savvy was launched a little over 18 months... MORE » |
Trust Investments partners with FundRockFriday, May 30th, 9:33AM
Ethical funds provider, Trust Investments Management... MORE » |
NZX Wealth Technologies onboards two new advice firmsSunday, May 25th, 9:03AM
Last year the platform onboarded 11 new clients... MORE » |
Sneak peak at new brand Friday, May 23rd, 9:00AM
The company says that while its name and branding... MORE » |
QuayStreet nabs another gong Thursday, May 15th, 8:48PM
The fund had demonstrated strong risk-adjusted performance... MORE » |
Financial planners optimistic about AI's potential Tuesday, May 13th, 9:02AM
The findings come from a Financial Standards Planning... MORE » |
Craigs’ 50% stake sale complete Wednesday, April 30th, 12:00PM
Investment firm Craigs has confirmed the sale of... MORE » |
TA Associates deal to buy Craigs stake clears hurdlesFriday, March 21st, 5:39PM
The deal has also received Overseas Investment Office... MORE » |
Turbocharge your brandTuesday, March 11th, 12:25PM
AdviserIQ will provide valuable insights, practical... MORE » |
NZ Super tips funds into private investorThursday, March 6th, 8:57AM
This commitment will take the Super Fund’s... MORE » |
InvestNow builds on its foundationWednesday, March 5th, 9:22AM
The new releases, which primarily invest into leading... MORE » |
Who will win Fund Manager of the Year awards this week?Monday, March 3rd, 6:00AM
The annual awards program, now in its 19th year,... MORE » |
New PIE from big US managerThursday, February 27th, 11:40AM
The new fund is the JP Morgan Global Bond... MORE » |
TAPping into AITuesday, January 28th, 10:30AM
The new AI Document Reader can automatically extract... MORE » |
New Partnership to Upskill New Zealand’s Financial Capability WorkforceFriday, January 17th, 12:41PM
The collaboration will provide a workforce development... MORE » |
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