Trustees Executors has opened a new office in Tauranga to meet increasing demand for retirement planning, investment advice and estate planning in the Bay of Plenty and Waikato
regions.

Kaplan Professional Australia and Massey University have launched what they call a "state-of-the-art" continuing education platform for financial advisers.

Sharebroker Jarden and Co is merging its direct business with Hatch.

Newly minted investment platform Flint Wealth embraces ethical investing.

Magellan continues to see big fund outflows following CIO and former chairman Hamish Douglass’ decision to take medical leave.

Financial advisers wanting to gain their NZQA in Financial Services (Level 5) will now be able to study through on-the-job training at Strategi Institute which has been approved as a receiving organisation.

The Financial Services Council has provided another guide for financial advisers.

The Adviser Platform is offering to do client phone calls for advisers.

Kiwi Group Holdings officially confirms its funds management business is on the market.

Morningstar hands out its awards, but one category had no winner.

The Financial Services Council is taking registrations for its Future Ready Advice Summit being held in Queenstown in February next year.

The Financial Markets Authority (FMA) has formally warned Squirrel P2P Trustee Ltd for failing to carry out its obligations as a custodian.

FNZ has agreed to acquire Appway, the leader in client onboarding and client servicing for financial institutions.

Advisers remain low risk when it comes to a AML, but a new player is considered high risk.

The Reserve Bank of New Zealand is seeking feedback on issues facing the cash system and options to keep Aotearoa’s cash system fit for purpose.

The Financial Markets Authority has released three new self-assessment tools to help financial advice providers (FAPs) prepare for full licensing.

Financial Advice New Zealand’s annual conference will begin tomorrow and will be held online featuring a line-up of 17 top New Zealand and international speakers.

Financial Services Council (FSC) chairperson Rob Flannagan says 2021 was another challenging year navigating a global pandemic but was upbeat at the council's recent AGM saying membership had grown by 23%.

Self-reporting problems to the Financial Markets Authority does not provide immunity from prosecution but will be relevant to the FMA’s enforcement response.