OMNIMax’s KiwiSaver solution makes it easy to offer KiwiSaver advice.

Boutique fund manager Castle Point, which was established by a group of former Tower fund managers, has been sold.

Basecorp Finance has added a commercial mortgage product to its line up with one of its key funding partners.

New Partners Life chief executive Michael Weston reveals his plans for the business.

North Shore mortgage adviser Kris Pedersen of Kris Pedersen Mortgages believes the Reserve Bank could tighten debt-to-income levels, which go live July 1, over time.

The Financial Markets Authority has released a report on what it's found from its FAP monitoring visits - and there are some surprises in the results.

LoanOptions expands its New Zealand team.

The Co-operative Bank is growing its home loan book at twice the market rate for two consecutive years.

Debt-to-income (DTI) restrictions and loosening of loan-to-value ratios (LVR) will be introduced by the Reserve Bank on July 1.

Just over five years ago Barry Coates was trying to find products for an ethical investment portfolio and gave up after a week. He says with a master’s degree in finance from Yale University, it should’ve been easy but the data wasn’t comparable and there were no objective measures.