FirstCape is one step closer to launching following approval from Jarden Group shareholders to sell its wealth and asset management business to the new entity.
Christchurch-based financial planning and wealth management firm Total Wealth has migrated its business, and associated custody services on to the NZXWT platform.
Shareholders in Jarden, BNZ Wealth and Harbour are being asked to approve the roll-up into FirstCape.
It's probably not a surprise but Fisher Funds has had its management of the Kingfish investment fund renewed.
A Complaint Response and Management course, launched last year by Massey University’s financial education and research (Fin-Ed) centre and the Insurance & Financial Services Ombudsman Scheme (IFSO Scheme) has reached 100 enrolments.
Financial Advice New Zealand says the government’s changes to the Credit Contracts and Consumer Finance Act (CCCFA) will give lenders the opportunity to streamline their processes and also allow financial advisers to help more Kiwis into homes.
The Financial Services Council has cancelled its ambitious FSC24: Trans Tasman Strategic Leaders Summit.
In a bit of a trend BNZ has followed ASB and launched some new high growth funds.
The Financial Markets Authority (FMA) has cancelled the financial advice provider (FAP) licence of Foundation Advice Limited.
NZX Wealth Technologies (NZXWT) is the first provider in New Zealand to offer a new fund management order execution process using API connectivity via Calastone funds network.
ASB rolls out two aggressive funds, apparently in response to investor demand.
Pie Funds is planning to launch two new funds, its first new funds since 2018.
The world’s largest issuer of active exchange traded funds (ETFs) has brought its systematic investment approach to the Australian ETF market.
NZX's wealth platform cooks up some more business.
Mark Banicevich, Industry Engagement Manager at Partners Life, provides views on governance.
Financial Advice NZ is seeking nominations for its annual awards.
Advisers using Consilium Wrap will be able to access some of the lowest international brokerage fees available in New Zealand.
Sharesies investor confidence in the second quarter of this financial year was relatively stable, but began falling in September according to the latest Sharesies index.
Wealth management platform FNZ is launching a global accreditation programme FNZ Academy to build skills and capabilities of technology delivery employees.
AIA has appointed Smartshares to manage its closed unit-linked policies.
'Financial adviser ' Yuen Pok (Paul) Loo admitted his guilt to several criminal charges at the Manukau District Court on Friday 15 September.
There are now 35 new community homes in Christchurch, funded through Generate’s $14 million investment into the project. The investment is one of Generate’s impact investments, which aim to make a positive difference to the lives of New Zealanders, whilst providing fair market returns for their KiwiSaver members.
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