[GRTV] Potential FAP costs and CRM intricacies
Interviews

[GRTV] Potential FAP costs and CRM intricacies

Finzo CEO Nick Stewart talks: building their own CRM, what their group can offer, and how the future FAP landscape might look.

Wed, Dec 4th 2019 01:30PM
Share your views on property investing

Share your views on property investing

1 min read
Property Investor Survey; SBS rate cut

Property Investor Survey; SBS rate cut

1 min read
Govt reveals plans to change insurance rules

Govt reveals plans to change insurance rules

2 min read
Fund managers: One for the team
Fund managers: One for the team
2 min read
Ballantyne: Advisers don't own clients
Ballantyne: Advisers don't own clients
4 min read
Young people should budget to live to 100, actuaries say
Young people should budget to live to 100, actuaries say
3 min read
Legg Mason Brandywine Global bond fund now on FNZ
Legg Mason Brandywine Global bond fund now on FNZ
1 min read
ANZ rate changes; Advisers face New Year cash squeeze
ANZ rate changes; Advisers face New Year cash squeeze
1 min read
Fidelity scores top award for third consecutive year
Fidelity scores top award for third consecutive year
1 min read
Advisers face New Year cash squeeze: Prospa
Advisers face New Year cash squeeze: Prospa
2 min read
Advisers pan KiwiSaver settings
Advisers pan KiwiSaver settings
3 min read
Ross investors seek $75 million from ANZ
Ross investors seek $75 million from ANZ
2 min read
Morningstar completes acquisition
Morningstar completes acquisition
1 min read
Finance clause change to hit home buyers: REINZ
Finance clause change to hit home buyers: REINZ
2 min read
Findex seeds fund launch
Findex seeds fund launch
1 min read
Rates continue to fall; investor lending rises
Rates continue to fall; investor lending rises
1 min read
Rate cuts continue despite RBNZ decision
Rate cuts continue despite RBNZ decision
2 min read
First FAP licences issued
First FAP licences issued
2 min read
[The Wrap] Advice is more than just fees; Celebrating the best
[The Wrap] Advice is more than just fees; Celebrating the best
3 min read

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Pie Funds enters adviser channel
Pie Funds enters adviser channel
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KiwiSaver members need more advice at retirement, panellists say
KiwiSaver members need more advice at retirement, panellists say
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Simon Papa: Access to advice - Is adviser conservatism the issue?
Simon Papa: Access to advice - Is adviser conservatism the issue?
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Second funds management firm sold today
Second funds management firm sold today
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