Companies merge at crucial time for financial services sector
Roboadvice has been making waves overseas but when it comes to News Zealand, it is still emerging. A survey commissioned by Kiwi Wealth showed that Kiwis would consider roboadvice but they still were keen to have real people guide them through some decisions. NZ Adviser caught up with Barry Read of Independent Development Solutions to find out what roboadvice means for financial advisers and their clients.
Advisers should prepare for the coming regulatory changes, says the managing director of an adviser consultancy firm, following the release of the final report on the FAA Review.
An Auckland adviser consultancy firm has expanded its team to support growth and the launch of new services.
The regulator says it failed to carry out proper due diligence and documentation checks
Leader says advisers will be crucial in planning out financial futures
It says the govt is in talks with alternative lenders, but it wants to offer the option right away