SBS readies to expand into adviser market
SBS is expanding its long-held direct-to-consumer model to start working with third-party advisers, too.
The bank is working on growing its presence in the advice market, with new tools and support for those dealing with its products.
“We’ve taken that strategic decision probably about 18 months ago,” SBS Wealth chief executive Morne Redgard said.
“We’ve always been a B2C business, direct to consumer, and that's kind of how the business was built and ran for 20 odd ...MORE»
Aurora moves management of KiwiSaver inhouseTuesday, March 10th, 7:27AM
Maangement of the Aurora KiwiSaver Scheme is being moved inhouse from FundRock. MORE» |
Advising on KiwiSaver can create "a moat" for adviser's businesses: GenerateMonday, March 9th, 8:56AM
Generate says providing advice on KiwiSaver can help create “a moat” around an adviser’s business. MORE» |
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Moneta: Strengthening KiwiSaver advice with digital tools from OMNIMax
KiwiSaver had always been part of client conversations at Moneta. But as compliance expectations increased and clients began expecting faster, clearer, and more digital experiences, the team saw an opportunity to enhance the way they delivered KiwiSaver advice. MORE »
Former financial adviser cops minimal fine
Former financial adviser David McEwen has been convicted and fined for breaching FMA stop orders; but the fine imposed was minimal.
The Financial Markets Authority, which brought the prosecution suggested a fine of between $150,000 and $200,000. However, in sentencing at the District Court in Auckland this week, Judge Simon Lance ordered a $15,000.
He was also banned from being a company director and from providing financial advice services for seven years.
Defence counsel Karl Trotter was unsuccessful in seeking a discharge ...MORE»
Harbour takes out top awardThursday, March 5th, 7:32AM
Morningstar hands out its Fund Manager of the Year Awards. MORE» |
Industry wary of KiwiSaver changesWednesday, March 4th, 6:05AM
KiwiSaver providers are cautiously supportive of changes to make it easier for farmers to buy homes – but would prefer the tinkering with the system stopped. MORE» |
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Shaw and Partners buys Wellington advice firm
Shaw and Partners, previously JMI Wealth, has expanded its reach buying a Wellington-based financial planning business. MORE»
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GoodReturns TV
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Fisher Funds moves to woo advisers back
After years of neglecting the adviser market, the investment manager is going on the charm offensive. MORE»
Market, meet your new Fed Chair
In its latest Outlook Harbour Asset Management says the Reserve Bank of Australia is something to watch and global equity markets remain volatile even though there is a constructive backdrop. MORE»
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Life cover benefits can be at risk of terminal illness
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Rising sophisticated cyber attacks aimed at advisers
Advisers are being urged to be on heightened alert after a sharp increase in hard to spot malicious email activity. MORE»
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Haven focusses on adviser growth
Haven focusses on adviser development with the appointmentof a head of adviser growth and success. MORE»
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Advising on KiwiSaver can create "a moat" for adviser's businesses: Generate
Generate says providing advice on KiwiSaver can help create “a moat” around an adviser’s business. MORE»