Marloo continues bringing in more financial advisers
AI platform Marloo has signed a strategic partnership with Pie Funds that will further broaden its reach across New Zealand’s financial advice sector.
Marloo allows advisers to automatically record, transcribe, and draft compliant file notes from client meetings.
Pie Funds chief executive Ana-Marie Lockyer said her organisation was committed to investing in tools to give its advisers more time and giving them access to Marloo was the next step.
“This is more than an efficiency gain - it’s a commitment to deeper, more meaningful client ...MORE»
Record close for NZX50 as F&P Healthcare buoys marketWednesday, January 7th, 6:08PM
Softer than expected Australian inflation cooled bets on an RBA rate hike. MORE» |
NZWXT gets news CEO and expands Craigs relationshipWednesday, December 31st, 9:37AM
NZX-owned platform, NZX Wealth Technologies gets a new chief executive. MORE» |
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Shaping the Future of Financial Advice: An Interview on OMNIMax’s Investment Adviser Tool
Financial advisers need to deliver clear, and client-friendly advice. OMNIMax has developed Investment Adviser Tool to make that process more efficient while improving the client experience. MORE »
Wealthpoint eyes independent FAPs for 2026
It is now targeting independent financial advice providers struggling with compliance demands that are pulling principals away from client work
Wealthpoint brought in 25-30 new advisers in 2025, wrapping up a three-year growth strategy. Its sights are now set on the next five years.
The adviser group, now six years old, is targeting independent advisers running their own financial advice providers who are finding compliance work is eating into client time. Head of strategy and growth Mark Nalder says he is hearing from principals who chose ...MORE»
NZ sharemarket edges higher in quiet pre-Christmas trading sessionWednesday, December 24th, 6:21PM
The New Zealand sharemarket ended on a slightly firmer note after a very thin, shortened pre-Christmas session. MORE» |
Reflecting back on 2025Wednesday, December 24th, 10:33AM 1 comment
With the year drawing to a close we would like to that readers and advertisers for their support this year. MORE» |
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Castlepoint funds take unexpected hit
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Fisher Funds moves to woo advisers back
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MDRT Academy tightens criteria after first NZ year
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Open banking making life easier for advisers and lenders
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NZWXT gets news CEO and expands Craigs relationship
NZX-owned platform, NZX Wealth Technologies gets a new chief executive. MORE»
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Paying advisers for KiwiSaver advice
Amova (nee Nikko) has rolled out a new remuneration option for advisers offering KiwiSaver advice. MORE»
