Responsible investment and artificial intelligence are two fields of knowledge being considered for the next version of the New Zealand Certificate of Financial Services.

Reserve Bank governor Adrian Orr has warned against ‘short-termism’ and ignoring social and environmental harm in a speech to company directors.

The hope is that the new definitions will become the global standard.

JMI Wealth has bought the wealth management division of Auckland/Cambridge-based business Financial Services Auckland Ltd (FSAL).

KiwiSaver has finally hit a speed bump shrinking for the first time to end the September quarter at $96.2 billion. That’s down around $2 billion from June.

The NZ Super Fund, which turned 20 in September, has returned 9.75% per annum since its inception.

The NZ Super Fund, which turned 20 in September, has returned 9.75% per annum since its inception.

With an average balance of more than $120,000, KiwiWrap is way ahead of other KiwiSaver providers, although it has under 300 members.

High growth financial advice businesses focus less on investment management and more on clients and practice, a US survey has found.

Corporate engagement and shareholder action was the top responsible investment approach for fund managers in 2022, says the Responsible Investment Association of Australasia (RIAA).

One year after its launch New Zealand’s Stewardship Code has 18 signatories holding over $100 billion in assets.

Financial adviser Aaron Baker gives his take on the financial adviser’s version of visiting Mecca - a trip to the Million Dollar Round Table conference in the US.

Fidelity Life marked its 50th anniversary by announcing a broad suite of digital tools, services, product enhancements and retention initiatives.

Auckland-based Maurice Trapp of Maurice Trapp Group picked up Fidelity Life’s lifetime award, announced at the life insurer’s Engage 2023 adviser event. The award recognised Trapp’s 20 plus years of experience and strong commitment to the industry.

Wealth management platform FNZ is launching a global accreditation programme FNZ Academy to build skills and capabilities of technology delivery employees.

Morningstar has released a global report on asset managers’ commitment to ESG including many whose funds are accessible in New Zealand.