The seminars focused on getting the industry primed for key regulation changes bearing down in the new year will continue across the country next year.
The institute maintains its NZQA Category One training provider status.
The transformation gains momentum for Fidelity Life as they win a top culture award.
Pathfinder has won the Social Impactor Award at the Sustainable Business Network's (SBN) 18th annual awards.
The free event, happening November 17 both online and in-person, will be a chance for advisers to see the FMA’s full licence application guide.
Document and data collection agency FileInvite has raised $2.3 million in order to push into the US financial services market.
ANZ Investment Services says that the Bonus Bonds scheme is now in wind-up.
The Financial Services Council (FSC) has seen a solid year of member growth and increased revenues, the organisation announced at its 2020 AGM today.
The FMA are wanting to hear the industry’s thoughts on a proposal to recognise that Australian qualified advisers meet the standards of the new code of conduct.
Finalists for the inaugural CPA Australia New Zealand Integrated Reporting Awards have been announced, as the New Zealand financial sector prepares to meet mandatory climate reporting requirements.
Castle Point Funds Management has been appointed to manage an active Australasian equities mandate for a big bank.
Speaking to a CFA NZ conference Sir Michael Cullen reflected on his career commenting on KiwiSaver, NZ Super Fund and capital gains tax.
MMC reached a milestone last week completing the migration of its core infrastructure to Microsoft Azure.
The Financial Services Council (FSC) has launched a Professional Advice Knowledge Hub, a place to find ‘how to’ webinars and information on changes facing professional financial advisers under the new Financial Services Regime (FSLAA).
ANZ has completed the sale of vehicle and asset finance business UDC Finance to Shinsei Bank following Overseas Investment Office (OIO) approval.
Pathfinder Asset Management has become the first fund manager in New Zealand declared a Certified B Corporation.
Marketing technology firm Moberate Technologies is offering a free business response package for advisers through the Regional Business Partner Network.
The NZ Super Fund has scored well in a report looking at its approach to responsible investment across its $47 billion portfolio.
Credit Suisse Australia and Jarden have agreed to exit their formal strategic alliance,
BNP Paribas Securities Services (BNP Paribas) is intending to engage with the NZX on a new initiative focused on boosting offshore capital flows into NZX to further develop the New Zealand capital market.
Franklin Templeton has completed its purchase of fellow fund manager Legg Mason.
Pathfinder has opened its Ethical Trans-Tasman Fund (PETT) to retail investors in a move that it says will capitalise on investor sentiment favouring Australasia.
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