In today’s fast-moving financial landscape, embracing transformation isn’t optional—it’s essential. For advisers, the benefits are clear: more time with clients, less time on admin, and smarter tools that support better conversations and outcomes.

Enva Financial has appointed Richard Clarke as its General Manager.

Despite cajoling from advisers and economists that the past couple of months have been the time to fix at low long-term rates – down to 4.75% for three years – home  owners have been ignoring that advice.

ICIB scales up; Christchurch-based Chris Boon scales down.

A complaint against an adviser who did not know a client had two life insurance policies is being called a good reminder of the importance of annual reviews.

Second defendant sentenced in SFO mortgage fraud case.

The former boss of AMP in New Zealand has now landed the AMP chief executive job.

Milford appoints Ross Youngman to Milford Australia board.

KiwiSaver providers are hoping this is the year that politicians can work together on a better future for the retirement savings scheme.
It is shaping up to be an election issue.

KiwiSaver providers are divided on whether it is appropriate for the scheme to be made compulsory.

A new fund manager says New Zealand investors are getting a raw deal from managed funds that are being incentivised to mirror indexes, even when they claim to be actively managed.

Southern Cross Life Insurance launches new life and living product.