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?...

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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 ...

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People & Products

EY has opened a financial services division in New Zealand to provide local clients with banking, wealth and asset management knowledge....

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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...

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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. ...

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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 ...

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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 ...

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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...

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Superannuation

Default KiwiSaver funds will be moved from conservative to balanced funds in a shake-up of the New Zealand superannuation system....

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Superannuation

The New Zealand government has decided fossil fuels will be banned from KiwiSaver funds in line with the desires of its citizens. ...

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Never miss the latest news and developments in wealth management industry

JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

15 hours ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

5 days 9 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 5 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago