Articles tagged with 'technology'
Trail CRM to launch aggregator group
18 December 2020 - Kiwi software provider Trail CRM has launched plans to start its own mortgage adviser aggregator group, TMM Online can reveal. [Updated with correct fee structure].
Trail CRM to launch aggreggator group
17 December 2020 - Kiwi software provider Trail CRM has launched plans to start its own mortgage adviser aggregator group, TMM Online can reveal: [READ ON] ...
FMA appointments reflect serious move into fintech space
5 November 2020 - New FMA appointments to specialist roles in fintech and integrated financial systems reveal the regulatory agency is looking closely at tech.
Movac fund secures Kiwi Invest backing
24 September 2020 - In a first of its kind move for a KiwiSaver investment group, Kiwi Invest has entered the venture capital market through Movac Fund 5.
Moving rent tech out of the past
2 September 2020 - Recent tenancy law changes mean residential landlords will need to stay firmly on top of their rent collection processes – and a newly launched app aims to help them do that.
Nikko opens platform to advisers
11 June 2020 - Nikko AM NZ has opened access to its low-cost investment platform, GoalsGetter, to AFAs.
Tech adoption a pandemic positive: Hill
30 April 2020 - Covid-19 is pushing many advisers to use technology which should help their business in the long term, Asteron Life’s executive manager of life distribution says.
Iress: Covid-19 pushing advisers into digital working
29 March 2020 - Covid-19 and the resulting lockdown have prompted many advisers to adopt what previously had been seen as best-practice – but optional – ways of working, Iress chief executive Andrew Walsh says.
Proptech the future for commercial investment
9 January 2020 - Commercial property start-up Jasper is the new kid on the block but some have asked how it differs from traditional property syndicates. Jasper’s founders explain the points of difference for us…
Legg Mason Brandywine Global bond fund now on FNZ
3 December 2019 - Legg Masonhas its first retail fund in New Zealand - the Legg Mason Brandywine Global Opportunistic Fixed Income Fund - available to New Zealand investors and investment professionals via the FNZ platform.
Could this be the next big tech innovation?
23 October 2019 - Capital Group portfolio manager and resident big thinker, Alan Wilson, shares with political economist Matt Miller areas of innovation with investment potential he sees on the horizon.
COMMENT: Sign of changing times
17 October 2019 - Fletcher Building opened a flash, new, high tech, prefabricated house building factory yesterday. Great things are expected of it, but Miriam Bell ponders what it means for your average investor.
NZ proptech start-up scores major investor
17 September 2019 - Auckland-based commercial property disrupter, Jasper, has raised $2.3 million in seed funding following investment from European asset manager M7 Real Estate.
Changing world, changing property market
11 April 2019 - Technology and changes to the way people work are set to transform the commercial property sector and investors need to be attuned to these developments.
Northland adviser launches next-gen chatbot
22 May 2018 - Northland mortgage adviser Quantum Financial has launched an artificial intelligence “chatbot” to handle customer enquiries, becoming one of the first Kiwi advisers to use AI.
Insurers collaborate on fintech
11 January 2018 - An insurance working group has been set up to act as a conduit for fintech development in the sector.
Consilium reports super-charged growth
28 December 2017 - Adviser back-office support firm Consilium is reporting growth of 38 per cent per year.
More consultation on Minister's to-do list
19 December 2017 - The Ministry of Business, Innovation and Employment wants to see consultation papers on the regulation of financial advice issued within the first 100 days of this government's term.
Law changes look like Aussie model: Stewart
14 December 2017 - Smaller advice firms could find the new legislative regime is harder to deal with than they expect, if the Australian experience is anything to go by.
Focus on financial crime
12 December 2017 - The New Zealand Police Financial Intelligence Unit (FIU) and the five major New Zealand banks are to run a year-long pilot of the New Zealand Financial...
FMA preparing for advice changes
11 December 2017 - The Financial Markets Authority has told incoming Commerce and Consumer Affairs Minister Kris Faafoi that it is working through its preparations for the new financial advice regime.
Innovation 'not just digital'
29 November 2017 - New Zealand insurers need to be willing to completely innovate and overhaul their businesses – not just digitise existing systems and processes, says Partners Life managing director Naomi Ballantyne.
Digital threat to mortgage advisers
27 November 2017 - All three banks who have reported results recently have highlighted their push into digital tools to grow their businesses. This provides a threat and an opportunity to mortgage advisers. Philip Macalister explains.
Roboadvice green light 'better late than never'
17 November 2017 - Work is progressing on the exemption that will allow personalised roboadvice, or digital advice, in New Zealand. But one law firm says it's a case of "better late than never".
Next stop: Innovation
16 November 2017 - Fidelity Life chief executive Nadine Tereora says a $100 million investment from the NZ Super Fund has arrived at the perfect time.
What to do with $100 million
16 November 2017 - [GOOD RETURNS TV] The NZ Superannuation Fund is looking to spend $100 million taking a 41% stake in Fidelity Life. The insurer's chief executive Nadine Tereora explains what this means for advisers.
Fiducian offers something a bit different
16 November 2017 - India and IT are two solid investment opportunities perfectly positioned for future growth, says Indy Singh, managing director of Fiducian Investment Management.
Why India and Tech funds count
16 November 2017 - Sydney-based manager Fiducian Asset Management took out a first and second place in the recent FundSource Fund Manager of the Year Awards. Managing Director Indy Singh joins Philip Macalister to talk about these winning funds.
BNZ first bank to market with online lodgement tool
13 November 2017 - BNZ is set to launch an electronic lodgement process to help advisers and improve turnaround times on loan applications.
FMA: Financial services changing fast
10 November 2017 - Financial Markets Authority chief executive Rob Everett says it might seem to observers that the financial services sector does not listen to its customers.
Advisers save BNZ's market share
3 November 2017 - Outgoing BNZ chief executive Anthony Healy has described the bank’s latest results as “satisfying”.
Mortgage advisers key players in credit union’s success
1 November 2017 - A Hawke’s Bay-based credit union is attributing much of its recent success to their developing partnerships with mortgage brokers throughout New Zealand.
Getting to Know: Jon-Paul Hale
20 October 2017 - Insurance adviser Jon-Paul Hale wants to see the industry working together much better.
Regulators collaborate on fintech
20 October 2017 - Confirmation of a “collaborative approach” to fintech between the Financial Markets Authority and its Australian counterpart, ASIC, is being described as good news for New Zealand financial service providers.
Getting to Know: Anand Srinivasan
6 October 2017 - Anand Srinivasan has been making waves since he gave up working for a provider to work for himself.
Getting to Know: Murray Harris
29 September 2017 - Murray Harris says financial advice is about much more than money and investments. But his time with the world's super-wealthy has given him added appreciation of both.
Insurer creates new role
27 September 2017 - Fidelity Life has appointed a new chief technology officer.
Aussie robo provider wants to partner with Kiwi advisers
27 September 2017 - An Australian roboadvice platform is planning to enter the New Zealand market early next year and wants to work with local advisers.
Southern Cross reports healthy result
15 September 2017 - Southern Cross says its health insurance membership is growing solidly.
Kiwibank's IT work-in-progress proves costly
1 September 2017 - Kiwibank’s profit has tumbled more than 50%, largely due to an impairment charge relating to an IT project that may fail to keep up with the pace of customer behaviour change.
Getting to Know: Binu Paul
11 August 2017 - Binu Paul is known in the industry for his fresh approach to the application of technology in financial services. But did you know about his plans to dabble in fashion?
ASB lauds fixed rate rollovers
9 August 2017 - ASB talked up its investments in digital technology, such as its fixed rate rollover tool, when it announced its first-ever $1 billion profit, but one of its first ventures into offering new services to customers looks doomed.
ASB's billion dollar profit
9 August 2017 - First Cut - ASB has reported statutory net profit after tax of $1.07 billion for the 12 months to June 30. This represents a 17% increase on the prior comparative period. (Full story to follow)
Advisers told: Make sure tech is worth it
1 June 2017 - Advisers are being cautioned to ensure that their investments in technology pay off for their businesses, not just their clients.
Spotlight on emerging tech and financial markets
6 April 2017 - Technology has been changing borrowing and how people think about money, especially when it comes to complex and risky products within changing market...
Platform promises to drive productivity
11 November 2016 - The developers of a new online insurance application platform say it should help drive adviser productivity and cut down underwriting time.
SuiteBox woos Kiwi advisers
18 May 2016 - A Kiwi software provider that has had success catering for international financial advisers is making in-roads in the New Zealand market, too.
Client loyalty may be on the wane
20 July 2015 - Client loyalty may soon become a thing of the past, according to the general manager of distribution at IOOF, a transtasman financial services company.
