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NEW ZEALAND
Funds management
JP Morgan Asset Management has announced a strategic partnership with wealth investment firm Craigs Investment Partners....
Financial planning
National Australia Bank has announced two of its New Zealand-based subsidiaries will combine with Jarden Wealth to create a new wealth management entity with 113 financia...
People & Products
Former head of Australian equities at abrdn, Michelle Lopez, has joined a boutique fund manager....
Funds management
ETF provider Betashares has expanded its offering to New Zealand and will launch five ETFs in the country for advisers and investors....
Funds management
The global asset manager has received a formal warning from the New Zealand financial regulator after failing to disclose earlier ASIC infringement notices as required un...
Financial planning
The Ray White Group’s eight-year battle to break into the Australian financial advice market is over. How did it ultimately fail after so many years trying to succeed?...
People & Products
Fintech firm Q4 Associates Limited has joined EY New Zealand, a move it says will enable it to better serve clients across Australia and New Zealand as it expands in the ...
People & Products
EY has opened a financial services division in New Zealand to provide local clients with banking, wealth and asset management knowledge....
Financial planning
New Zealand-based investment banking firm, Jarden, and Credit Suisse Australia have announced they have reached a mutual agreement and decided to exit their formal strate...
Financial planning
Research from the Financial Services Council shows 70% of New Zealanders are unprepared for retirement and there was a strong link to money and well-being. ...
Financial planning
New research from the New Zealand Financial Services Council has revealed the degree to which Kiwis' financial and retirement confidence has been rattled by the COVID-19 ...
Funds management
Centuria Capital has acquired a 19% stake in New Zealand real estate funds business Augusta Capital, its first offshore acquisition, as it seeks to develop a presence in ...
Financial planning
The New Zealand Government has signalled it will slow the pace of regulatory change for the financial services industry to allow it to help consumers move beyond COVID-19...
Superannuation
Default KiwiSaver funds will be moved from conservative to balanced funds in a shake-up of the New Zealand superannuation system....
Superannuation
The New Zealand government has decided fossil fuels will be banned from KiwiSaver funds in line with the desires of its citizens. ...
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...