Consilium integrates ESG profiler
Consilium and FNZ, the global wealth management platform, have launched the Consilium Wrap ESG Profiler, to help advisers personalise client portfolios according to their ESG preferences and values.
The solution which uses FNZ Impact, an ESG solution integrated into FNZ’s wider platform, uses data from multiple ESG data providers to measure and review holdings against six preferences including human rights, climate change, corporate governance and waste to landfill. The solution also has exclusionary filters that prevent unwanted investments connected to fossil fuels, tobacco, gambling and ...MORE»
NZX first-quarter earnings up 23.5%, revenue up 14.8%Thursday, April 18th, 1:46PM
NZX's first quarter earnings rose 23.5% on a 14.8% jump in revenue, chair John McMahon told the annual shareholders' meeting. MORE» |
Wither now for Flint Wealth's platform?Wednesday, April 17th, 3:33AM 1 comment
There has to be some question over the Flint Wealth management platform's future after Harbour Asset Management and Grace Sterling subsidiary Trustees Executors apparently refused to continue funding it. MORE» |
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Kip Hanna – NZHL Group a Year on
A year ago, NZHL finalised the investment in LFG, forming the NZHL Group. The aim was to provide advisers and clients with the best possible options and leverage the collective strength of the group - regardless of whether the adviser is using a full support model or a non-branded adviser-led model. MORE »
How to Change to a Digital KiwiSaver Advice Process
Digitisation provides many benefits to both financial advisers and their clients. But, once you’ve decided to embrace going digital, how do you know where to start? Which areas of your KiwiSaver advice process should be the first to go digital, and which will bring the most benefits to your business? MORE »
Best and worst KiwiSavers according to Consumer
Kiwi-owned providers have come out on top of Consumer’s annual KiwiSaver satisfaction survey.
Simplicity has the most satisfied customers, while Australian-owned provider AMP the least, the survey has revealed.
Simplicity, Generate and Milford had the most satisfied customers.
Consumer CEO Jon Duffy, said each of these NZ-owned firms not only achieved Consumers people’s choice status again, but performed above average for investment returns also.
On the other end of the scale, the ...MORE»
Client sought $200,000 saying adviser mislead him about insurance coverMonday, April 15th, 2:34PM
Financial Services Complaints (FSCL) has quashed a client complaint that an adviser misled them about Directors and Officers insurance, citing the advisers’ robust email trail and full documentation. MORE» |
Financial complaints rise as cost-of-living pressures continueMonday, April 15th, 11:05AM 4 comments
As the cost of living crisis bites, disputes have risen by 36% and complaints to Financial Services Complaints Ltd (FSCL), a free financial ombudsman service, have risen by 17% . MORE» |
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Smartshares trials NZXWT with large client
NZXWT is extending its technology expertise and wealth custody and operational services to sister company Smartshares. MORE»
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GoodReturns TV
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[GRTV] A trip around investment issues with MyFiduciary’s Chris Douglas
It’s not just changes to the trustee tax tax rate that’s driving PIE growth, MyFiduciary principal Chris Douglas tells Good Returns TV. MORE»
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Still in charge
Globally, March was a robust month for markets. MORE»
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Acquisition marks significant strategic milestone for Wealthpoint
Wealthpoint buys general insurance business and now focuses on other enhancements to its offering MORE»
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TMM Online
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Domestic data could signal inflation stall to the Reserve Bank
High and persistent domestic inflation will dampen Reserve Bank enthusiasm for OCR, and subsequently, interest rate cuts any time soon. MORE»
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NZXWT adds to its team
NZXWT maybe a digital business but also understands the importance of human relationships. MORE»
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Best and worst KiwiSavers according to Consumer
Kiwi-owned providers have come out on top of Consumer’s annual KiwiSaver satisfaction survey. MORE»
