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Last Article Uploaded: Friday, April 19th, 11:55AM


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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.

Thursday, April 18th, 1:52PM

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.


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.


Best and worst KiwiSavers according to Consumer

Kiwi-owned providers have come out on top of Consumer’s annual KiwiSaver satisfaction survey.

Tuesday, April 16th, 10:42AM  1 comment

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 cover

Monday, 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.


Financial complaints rise as cost-of-living pressures continue

Monday, 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% .


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Smartshares trials NZXWT with large client

Sunday, April 14th, 8:38PM

NZXWT is extending its technology expertise and wealth custody and operational services to sister company Smartshares. MORE»

GoodReturns TV

[GRTV] A trip around investment issues with MyFiduciary’s Chris Douglas

Monday, March 18th, 6:26AM

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

Friday, April 12th, 6:33AM

Globally, March was a robust month for markets. MORE»

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Acquisition marks significant strategic milestone for Wealthpoint

Wednesday, April 17th, 3:21AM

Wealthpoint buys general insurance business and now focuses on other enhancements to its offering MORE»

TMM Online

Domestic data could signal inflation stall to the Reserve Bank

Thursday, April 18th, 9:55AM

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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New FMA appointment

Friday, April 19th, 10:30AM

Louise Unger is joining the FMA’s executive leadership team as executive director for response and enforcement. MORE»

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Best and worst KiwiSavers according to Consumer

Tuesday, April 16th, 10:42AM  1 comment

Kiwi-owned providers have come out on top of Consumer’s annual KiwiSaver satisfaction survey. MORE»

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