Advisers play a key role for their clients when it comes to personal finances – such as providing advice on personal loans and mortgages. But what about business finance?

Foundation North appoints Frank Jasper to chair its investment committee.

PIC Insurance Brokers has entered into a new strategic partnership with real estate company RE/MAX New Zealand as the exclusive insurance broker.

The Financial Markets Authority (FMA) has published an information sheet specifically for smaller firms to assist in establishing and maintaining a Fair Conduct Programme (FCP) and applying for a Financial Institution (CoFI) licence.

A mortgage adviser who has worked in both Australia and New Zealand isn't a fan of the Australian system which accept mortgage applications through an old portal and says much depends on the portal.

Become Wealth has successfully transitioned $65 million in funds under management to the Consilium Wrap platform

The coalition Government’s decision to scrap the regulation of property managers is being described as disappointing but not the end by the Property Investors Federation (NZPIF) and REINZ.

2023 was a remarkable year for investment markets. Mercer’s 2023 Periodic Table shows a bounce back of 11 out of 16 asset classes into the positives and a notable percentage increase on most asset class returns compared to the previous year.

Temasek, a global investment company headquartered in Singapore, has taken a stake in Australian-based ETF manager Betashares for A$300 million.

[DO NOT USE] ScotPac, New Zealand and Australia’s most trusted non-bank SME lender, has introduced a revolutionary new product for New Zealand businesses that responds to their demands for quick and easy access to capital, with the convenience of an online application.

Another player enters the non-bank SME lending space.

The NZ Super Fund has appointed an acting chief investment officer to replace Stephen Gilmore who is off to join the world's largest pension fund.