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Kernel goal: Wealth OS for all
Kernal Wealth opened its funky new Auckland HQ last week with bold plans for the future.
FANZ inks deal with Southern African financial planners
Financial Advice New Zealand (FANZ) and the Financial Planning Institute of Southern Africa (FPI) have formed a new international partnership
Russell Investments sold
A US consortium is planning to buy Russell Investments.
Summit to examine financial advice policy, regulation, and professional standards
Financial Advice New Zealand is launching an Advice Policy Summit in conjunction with the Financial Planning Standards Board Asia Pacific Forum.
Non-banks can call themselves banks
The Reserve Bank says all deposit takers licensed under the Deposit Takers Act will be able to call themselves banks.
Generate expands its private equity investments
Generate has made a new $20 million commitment into Icehouse Ventures’ Growth Fund III.
FMA to tackle Finfluencers
The Financial Markets Authority has joined regulators across the globe in a co-ordinated Global Week of Action Against Unlawful Finfluencers to tackle the risks involved with unlawful financial promotions by online influencers.
PAA Legacy Trust supports FANZ
Financial Advice New Zealand (FANZ) has entered a long term strategic partnership with the PAA Legacy Trust to support further development of Campus, its adviser-led, professional development hub designed to deepen capability across the financial advice profession.
Shaw and Partners buys Wellington advice firm
Shaw and Partners, previously JMI Wealth, has expanded its reach buying a Wellington-based financial planning business.