Thursday, August 28th 2025

FNZ employee shareholders claim an early win

FNZ employee shareholders claim an early win in their case against the company; but FNZ says the claims are "entirely without merit."

New code for all advisers

Monday, August 25th 2025

New code for all advisers

An updated Code of Conduct for all advisers has been approved by minister of Commerce and it does not require advisers to seek qualifications higher than Level Five.

NZX’s Smart FUM growth slowed to 3.8% in the first half

Friday, August 22nd 2025

NZX’s Smart FUM growth slowed to 3.8% in the first half

NZX’s Smart’s growth in funds under management (FUM) slowed to 3.8%, or by $500 million, to $14 billion in the six months ended June.

Industry veteran sells business to ISG Group; Automating manual reporting

Tuesday, August 19th 2025

Industry veteran sells business to ISG Group; Automating manual reporting

Investment Services Groups buys fund distributor to expand its global manager reach.

Forsyth Barr flags fee pressure and overvalued wealth tech at NZX

Thursday, August 14th 2025

Forsyth Barr flags fee pressure and overvalued wealth tech at NZX

NZX is facing growing competition in funds management and may have overspent on its wealth tech platform, according to a Forsyth Barr analyst.

Profit drops at Milford as performance fees plunge despite strong returns

Monday, August 11th 2025

Profit drops at Milford as performance fees plunge despite strong returns

Much lower performance fees in the year ended March meant Milford Funds’ annual net profit fell 13.3% to $16.9 million.

Lifetime picks up UK pension business

Friday, August 08th 2025

Lifetime picks up UK pension business

Ralph Stewart's Lifetime Asset Management group has inked a deal to buy the SuperLife UK Pension transfer scheme.

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Want US share with your global equity fund? No thanks

Want US share with your global equity fund? No thanks

Thursday, August 07th 2025

Kernel Wealth yesterday rolled out a suite of new funds and has already had strong interest shown from advisers.

[GRTV] Finding value in a tumultuous world

[GRTV] Finding value in a tumultuous world

Wednesday, August 06th 2025

Antipodes portfolio manager Vihari Ross joins Philip Macalister on Good Returns TV to discuss how she invests her Global Value Fund.

Harbour posts profit after BNZ KiwiSaver buy

Harbour posts profit after BNZ KiwiSaver buy

Tuesday, August 05th 2025

Asked what we should make of Harbour Asset Management’s latest financial results, co-chief executive Andrew Bascand says they show the business is profitable and has a strong balance sheet.

Australian PE firm seeks 30% stake in Forsyth Barr

Australian PE firm seeks 30% stake in Forsyth Barr

Tuesday, July 29th 2025

Sydney-based Mercury Capital to buy up to 30% of Forsyth Barr.

FNZ faces US$4.6 bill claim from employee shareholders

FNZ faces US$4.6 bill claim from employee shareholders

Monday, July 28th 2025

[UPDATED: With FNZ comment]: A group of employee shareholders of FNZ have filed a US$4.6 billion legal claim in the High Court against FNZ Group and 17 of its current and former directors.

KiwiSaver growth fuels 33% profit jump at Generate

KiwiSaver growth fuels 33% profit jump at Generate

Monday, July 28th 2025

Generate’s strong investment returns appear to be translating into profits and rapid growth, if the company’s latest financial statements are any guide.

Wins and losses on discover in FMA's civil action against Booster

Wins and losses on discover in FMA's civil action against Booster

Thursday, July 24th 2025

Booster Investment Management (BMIL) says some of the Financial Markets Authority’s 75 causes of action against it are out of time and it continues to assert that decisions about related party dealings were in the best interests of investors.

Platinum’s Last Gasp: L1 Calls the shots in $1.46b deal

Platinum’s Last Gasp: L1 Calls the shots in $1.46b deal

Tuesday, July 22nd 2025

Unless another suitor emerges or the independent valuer pans the proposal, it looks very likely that the poorly performing ASX-listed Platinum Asset Management will disappear into a backdoor listing for the much more successful L1 Capital investment team.

Generate Tops KiwiSaver Charts for June Quarter

Generate Tops KiwiSaver Charts for June Quarter

Monday, July 21st 2025

Generate’s KiwiSaver funds had a particularly good June quarter with its $1.94 billion growth fund and $710 million moderate funds both delivering the best returns for the three months, according to MJW’s latest survey.

Select adds index solutions

Select adds index solutions

Friday, July 18th 2025

Select Wealth has branched out into offering index solutions for financial advisers.

Mint Asset Management's annual fee income fell 13.4%

Mint Asset Management's annual fee income fell 13.4%

Wednesday, July 16th 2025

It hasn’t been the best of years for Mint Asset Management with fee income dropping 13.4% overall.

Trust Management starts push into financial advice market

Trust Management starts push into financial advice market

Monday, July 14th 2025

After two decades in the institutional market, Trust Investments is expanding into financial advice channels.

Salt's Long Short Funds delivers the manager a big payday

Salt's Long Short Funds delivers the manager a big payday

Friday, July 11th 2025

Salt Funds Management’s Sale Long Short Fund performed well enough to earn the management team a performance fee, which is why the fees earned jumped to $2.9 million in the year ended March from $1.1 million the previous year.

Jarden Securities ex-wealth lifts annual net profit 26%

Jarden Securities ex-wealth lifts annual net profit 26%

Tuesday, July 08th 2025

Jarden Securities' annual net profit excluding the since-sold wealth management business jumped 26% while revealing that investment banking and unrealised capital gains contributed the bulk of the increase.

Unity First Home Buyer special 3.99
SBS FirstHome Combo 3.99
Co-operative Bank - First Home Special 4.69
ICBC 4.69
TSB Special 4.75
ANZ Special 4.75
Westpac Special 4.75
BNZ - Std 4.79
Kiwibank Special 4.79
AIA - Go Home Loans 4.79
Unity Special 4.79
TSB Special 4.75
ANZ Special 4.75
Westpac Special 4.75
BNZ - Std 4.89
AIA - Go Home Loans 4.89
Unity Special 4.89
Kiwibank Special 4.89
Co-operative Bank - Owner Occ 4.89
ICBC 4.89
ASB Bank 4.89
SBS Bank Special 4.89
SBS Bank Special 5.39
Westpac Special 5.39
ICBC 5.39
Co-operative Bank - Owner Occ 5.49
TSB Special 5.49
BNZ - Std 5.59
BNZ - Classic 5.59
ASB Bank 5.59
AIA - Go Home Loans 5.59
ANZ 5.59
Kainga Ora 5.69
SBS Construction lending for FHB 3.74
AIA - Back My Build 4.44
CFML 321 Loans 4.75
Co-operative Bank - Owner Occ 5.70
Co-operative Bank - Standard 5.70
Heartland Bank - Online 5.75
ICBC 6.09
Kiwibank - Offset 6.15
Kiwibank 6.15
ASB Bank 6.29
SBS Bank 6.29