Sevaka and Qippay Partner to bring open banking to KiwiSaver.
FirstCape has selected FNZ as JBWere NZ’s consolidated wealth management platform and custodian.
Simplicity cuts KiwiSaver fees for seventh time.
JBWere New Zealand and Jarden Wealth officially unite under a single name – JBWere – marking a major milestone for the leading wealth management and investment advisory firm.
First Sentier Group has unveiled a new visual identity and brand narrative across all markets.
Tauranga-based First Mortgage Trust (FMT) has hit a major milestone and now has more than $2 billion in funds under management.
Sevaka secures $1 million to scale AI platform for financial services.
Generate invests in a firm creating operating system to run a dairy or beef farms.
InvestNow has launched the Foundation Series Nasdaq-100 Fund, which offers exposure to the Nasdaq-100 Index through a Portfolio Investment Entity (PIE) fund structure, with low fees and added tax advantages.
Booster's Savvy celebrates a milestone.
Trust Investments partners with FundRock to transform PIE Funds operations.
Private Wealth Advisers (PWA) and Fortitude Financial are the latest financial advice firms to migrate to the NZX Wealth Technologies (NZXWT) platform.
Nikko Asset Management's new brand, Amova Asset Management, has been quietly unveiled.
QuayStreet Asset Management won the Diversified Growth Fund Manager of the Year at the INFINZ Awards, recognising outstanding long-term performance and excellence in portfolio management.
Worldwide, financial planners are optimistic about AI’s potential to help them better serve clients, enhance the quality of advice, reduce the cost of advice and increase public access to advice.
Investment firm Craigs has confirmed the sale of half of the company to global private equity firm TA Associates is now complete and takes effect from today.
Craigs Investment Partners shareholder have approved a proposal to sell a 50% share in the company to global private equity firm TA Associates.
Heathcote Investment Partners has launched a new initiative designed to support and empower the financial advice industry in New Zealand.
The New Zealand Super Fund has invested $50 million into private equity investment manager Direct Capital.
InvestNow has added three new funds to its Foundation Series Funds.
Morningstar is due to hand out its annual gongs to fund managers this week. Here are the finalists.
JP Morgan Asset Management has launched its first ever New Zealand domiciled, global fixed income PIE fund.
The Adviser Platform (TAP) has launched an AI-powered tool to help financial advisers save time preparing client advice.
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