NEW ZEALAND
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. ...
Expert Analysis
Founder and principal of New Zealand financial planning firm Fairhaven Wealth Sonnie Bailey explores the differences between the two Australasian markets....
Financial planning
Advisers have an opportunity to educate New Zealanders that life insurance is vital, according to the Financial Services Council of New Zealand....
People & Products
Aon has appointed Jonty Vavasour as executive director, mergers and acquisitions (M&A), and transaction solutions in New Zealand....
Funds management
Publicly-listed financial services technology provider, GBST will kick off the week in a trading halt on the Australian Securities Exchange after rejecting another takeov...
Features
Many Australian fund managers have tried and struggled to enter the New Zealand asset market. But they won’t find meaningful success there, Clayton Coplestone writes, unl...
Life/Risk
AUB Group has announced the acquisition of the remaining 50 per cent shareholding of one of the largest New Zealand’s insurance brokers, BrokerWeb Risk Services....
Funds management
Antipodes Partners has launched portfolio investment entity or “PIE” versions of two of its funds in New Zealand....
Policy & Regulation
The Kiwi regulator’s thematic review on replacement business practices in the insurance industry has a number of important findings for the sector, according to the Finan...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...