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Last Article Uploaded: Wednesday, April 17th, 9:15AM

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Wither now for Flint Wealth's platform?

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.

Wednesday, April 17th, 3:33AM

Both organisations had already written off their investments in Formosa Wealth, Flint's parent company, but the current situation is being described as a change in ownership.

Australia-based Research IP is now Formosa's sole owner, although Harbour has said that its funds will continue to be available to Flint clients and “we look forward to working closely with the Flint team on an ...MORE»

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»

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.

MORE»

Financial complaints rise as cost-of-living pressures continue

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% .

Monday, April 15th, 11:05AM  4 comments

An uptick in complaints about financial advisers (mortgage advisers, share brokers, and insurance brokers) has been noticeable, although overall adviser complaint numbers are low.

The biggest number of complaints are about non-bank lenders. They made up 54% of the disputes FSCL investigated in the six months to the end of last year, up about 14% on the same period in 2022.

The FSCL says it is seeing ...MORE»

Analysing AI’s Impact on Financial Advice, Part 3

Saturday, April 13th, 6:58AM

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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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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»

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[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»

Investments
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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
  

New mortgage adviser association now officially open for membership

Wednesday, April 17th, 8:36AM

The Finance and Mortgage Advisers Association of NZ opens its door to advisers and spells out its proposition. MORE»

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DWS Appoints Lidia Tomova as new CEO of DWS Australia

Tuesday, April 16th, 2:20PM

DWS has appointed Lidia Tomova as its Chief Executive Officer (CEO) in Australia, from 1 March 2024. MORE»

KiwiSaver Sponsored by: 

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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