wealth management
Andrew Bascand sees a big future for the investment advice industry with KiwiSaver on its way to a $250 bln pool within 10 years, and intergenerational transfers entering a super cycle
21st Oct 23, 10:13am
8
Andrew Bascand sees a big future for the investment advice industry with KiwiSaver on its way to a $250 bln pool within 10 years, and intergenerational transfers entering a super cycle
A closer look at how much of a task it's going to be shifting billions of dollars invested by default KiwiSaver members to new providers and higher risk/return funds
15th May 21, 5:00am
36
A closer look at how much of a task it's going to be shifting billions of dollars invested by default KiwiSaver members to new providers and higher risk/return funds
Simplicity and Smartshares to become default KiwiSaver providers, while ANZ, AMP, ASB, Fisher Funds and Mercer won't have their contracts renewed
14th May 21, 9:52am
47
Simplicity and Smartshares to become default KiwiSaver providers, while ANZ, AMP, ASB, Fisher Funds and Mercer won't have their contracts renewed
Westpac NZ and Forsyth Barr trumpet the sale of the bank's financial advisory business to Forsyth Barr
11th Nov 20, 2:11pm
Westpac NZ and Forsyth Barr trumpet the sale of the bank's financial advisory business to Forsyth Barr
AMP goes back to the RBNZ with a new A$3 billion proposal to sell its life insurance business; Announces A$650 million capital raise and plan to divest from its NZ wealth management business
8th Aug 19, 6:01pm
1
AMP goes back to the RBNZ with a new A$3 billion proposal to sell its life insurance business; Announces A$650 million capital raise and plan to divest from its NZ wealth management business
The RBNZ defends its decision to block the sale of AMP Life, revealing the wannabe buyer only lodged an application with it 8 months after the proposed deal was announced
19th Jul 19, 9:46am
3
The RBNZ defends its decision to block the sale of AMP Life, revealing the wannabe buyer only lodged an application with it 8 months after the proposed deal was announced
AMP share price hits rock bottom on news A$3.3 billion sale of AMP Life 'highly unlikely to proceed' due to RBNZ's disapproval
15th Jul 19, 11:34am
9
AMP share price hits rock bottom on news A$3.3 billion sale of AMP Life 'highly unlikely to proceed' due to RBNZ's disapproval
Nirmal Nair on the depth of energy stocks in NZX, Norway's wealth fund and renewables, Saudi Arabia's Aramco IPO delay, Royal Dutch Shell's electric aspirations and the top global power companies
7th Jun 19, 10:00am
14
Nirmal Nair on the depth of energy stocks in NZX, Norway's wealth fund and renewables, Saudi Arabia's Aramco IPO delay, Royal Dutch Shell's electric aspirations and the top global power companies
AMP agrees to sell NZ and Aust life insurance businesses for A$3.3 billion; Plans to float its NZ wealth management (including KiwiSaver) and advice business on the share market
25th Oct 18, 11:10am
7
AMP agrees to sell NZ and Aust life insurance businesses for A$3.3 billion; Plans to float its NZ wealth management (including KiwiSaver) and advice business on the share market
Long read: Reserve Bank Governor Adrian Orr on where the global economy has come from, where it's going, and why there's a need for longer-term thinking
7th Sep 18, 10:51am
24
Long read: Reserve Bank Governor Adrian Orr on where the global economy has come from, where it's going, and why there's a need for longer-term thinking
Gareth Vaughan says the NZ Super Fund & ACC's proposed move onto Kiwibank's share register signals the biggest thing to happen to the state owned bank since it launched
7th Apr 16, 9:43am
Gareth Vaughan says the NZ Super Fund & ACC's proposed move onto Kiwibank's share register signals the biggest thing to happen to the state owned bank since it launched
ANZ shakes up its wealth strategy in push to 'maximise and liberate' capital
Kiwibank CEO Paul Brock sees wealth sector as 'the big dynamic that's shifting in the NZ financial services marketplace'
23rd Feb 16, 1:44pm
Kiwibank CEO Paul Brock sees wealth sector as 'the big dynamic that's shifting in the NZ financial services marketplace'
Deloitte labels Generation X the next big fee pool for financial services firms with retirement, debt management and budgeting for large expenses on their agenda
26th Jan 16, 9:39am
Deloitte labels Generation X the next big fee pool for financial services firms with retirement, debt management and budgeting for large expenses on their agenda
Citi analysts argue over 15yrs the big banks' wealth management vision 'has not eventuated,' advocate major change
6th Jul 15, 1:01pm
Citi analysts argue over 15yrs the big banks' wealth management vision 'has not eventuated,' advocate major change
Knowing the difference between speed bumps and speed limits; Breaking through resistance; Passion vs sales; Wealth manager hierarchy; Lessons learnt from well behaved investors
19th Jul 13, 10:42am
Knowing the difference between speed bumps and speed limits; Breaking through resistance; Passion vs sales; Wealth manager hierarchy; Lessons learnt from well behaved investors
ANZ Retirement Savings Confidence Survey finds those stopping KiwiSaver contributions lose faith in making retirement goals
14th May 13, 2:29pm
13
ANZ Retirement Savings Confidence Survey finds those stopping KiwiSaver contributions lose faith in making retirement goals
Fisher Funds Management completes NZ$79 mln acquisition of Tower Investments; Now has NZ$5.5 bln under management and 269,000 customers
3rd Apr 13, 9:55am
Fisher Funds Management completes NZ$79 mln acquisition of Tower Investments; Now has NZ$5.5 bln under management and 269,000 customers
Carmel Fisher says efficiencies flowing from NZ$79 million Tower Investments acquisition will be of benefit to Fisher Funds clients
26th Feb 13, 1:59pm
1
Carmel Fisher says efficiencies flowing from NZ$79 million Tower Investments acquisition will be of benefit to Fisher Funds clients
Fisher Funds pays NZ$79 million for Tower Investments; TSB Bank to take 26% stake in Fisher
26th Feb 13, 8:51am
Fisher Funds pays NZ$79 million for Tower Investments; TSB Bank to take 26% stake in Fisher
Investors in most upbeat mood for three years; confidence in rental property investment continues to climb, ASB says
26th Feb 13, 5:01am
3
Investors in most upbeat mood for three years; confidence in rental property investment continues to climb, ASB says
Bank claims a first in getting quality standard measurement for readability on its KiwiSaver Investment Statement
25th Feb 13, 10:18am
Bank claims a first in getting quality standard measurement for readability on its KiwiSaver Investment Statement
JBWere's NZ boss says relationship close with BNZ, the local arm of its major owner, as alliance renewed with minority owner Goldman Sachs
25th Sep 12, 4:15pm
JBWere's NZ boss says relationship close with BNZ, the local arm of its major owner, as alliance renewed with minority owner Goldman Sachs