Anna Schubert, AIA NZ Head of IFA and Group Distribution, has heard some harrowing stories from financial advisers.

Aurora Capital, which has allocated 3% to private corporate debt for its KiwiSaver conservative and growth funds, is also interested in investing in startup companies.

KiwiSaver assets increased, owing significantly to market movements, to end the March quarter at $108.6 billion, up $4 billion from the end of last year.

In the first year of New Zealand’s Stewardship Code, most of the signatory investment managers released some form of stewardship reporting, a 2023 review shows.

Potential harm to people, reputational and operational risk to companies, regulatory and financial risk - all reasons why investors should care about AI and human rights.

As part of its engagement programme, Mint Asset Management has been talking to internet service providers about combatting the growing problem of child sexual abuse material (CSAM).

Updated guidance from the Financial Markets Authority on how fund managers and supervisors can effectively manage liquidity has been welcomed by the boutique investment group (BIG).

The Financial Markets Authority has updated guidance for fund managers and supervisors on effective liquidity risk management (LRM) including KiwiSaver redemptions.

Climate-related risks need to be actively managed to protect the resilience of the financial system to other shocks, the Reserve Bank’s 2023 climate stress test has found.

Consilium and FNZ, the global wealth management platform, have launched the Consilium Wrap ESG Profiler, to help advisers personalise client portfolios according to their ESG preferences and values.

Kiwi-owned providers have come out on top of Consumer’s annual KiwiSaver satisfaction survey.

Financial Services Complaints (FSCL) has quashed a client complaint that an adviser misled them about Directors and Officers insurance, citing the advisers’ robust email trail and full documentation.

GRTV talks to AIA chief distribution officer Sharron Botica about the second AIA wellbeing survey and what has changed since the first one.

Almost half a billion dollars ($488m) was traded on Sharesies retail investment platform in March, the highest in the company’s six-year history.

The FMA’s proposed fair outcomes guidance risks becoming another Credit Contracts and Consumer Finance Act situation, says the Boutique Investment Group.

The next version of NZCFS Level 5 has been submitted for approval with NZQA, following a mandated review last year.