Article tagged with 'Advisers'
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Overseas expansion and name change
21 Aug 2025 - Well-known Auckland mortgage adviser Jeff Royle has expanded his business to Australia and the UK and is changing its name.
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Kiwis 2x more likely to pick car insurance over life/health
29 Jul 2025 - Kiwis are twice as likely to insure their car as they are to insure their life or health, according to new research from the Financial Services Council (FSC) that surveyed over 2,000 New Zealanders.
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Open finance momentum expected to gather pace in 2025
20 Jan 2025 - New regulations dictating how open finance works for the banking sector could be in place by the end of the year with advisers encouraged to start thinking about how developments could change the way they do business.
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Advice industry needs “agents of change” to shift the impact needle
18 Dec 2024 - How advisors choose to wield their influence will help determine how fast impact investing becomes a meaningful tool for solving some of society’s major issues, says the head of multi-asset impact fund Soul Capital.
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From G to V to three
20 Nov 2024 - Former head of Vega mortgages moves to adviser group.
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Advisers are behavioural coaches
05 Sep 2024 - Amid trends such as grandparents helping family and a cost of living crisis, financial advisers added at least 4.7% in value for clients.
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Fixed income head named in assault case
31 May 2024 - An Auckland investment and KiwiSaver manager charged with assault following a fracas that left his neighbour with an injured eye, has been named.
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Out Now: FAP report card
30 May 2024 - The Financial Markets Authority has released a report on what it's found from its FAP monitoring visits - and there are some surprises in the results.
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LoanOptions gets new local BDM
29 May 2024 - LoanOptions expands its New Zealand team.
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Two adviser groups tie the knot
04 Apr 2024 - Two adviser organisations have merged to better serve independent financial advisers.