Latest Articles

CEO Insights

KiwiSaver tools and portals key for member value & retention

Having surpassed $62billion as of December 2020, total KiwiSaver funds under management (FUM) continues to grow, albeit more slowly than in...

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CEO Insights

2021: Opportunities lie in uptake of wealth technology

2020 will forever be remembered as the year of rapid changes. Many wealth and asset managers were left scrambling to pivot their business...

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Digital Engagement, KiwiSaver

Quality digital engagement is key to improved investor satisfaction

The recent KiwiSaver satisfaction survey by Consumer New Zealand revealed some interesting figures in terms of general fund knowledge and...

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CEO Insights

Differentiation is in the eye of the digital beholder

When the first case of Covid-19 in December 2019 was reported, no one predicted the profound impact it would have on the world. From...

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Digital Engagement

Investors driving fintech demand spurs financial services growth

What do you get when you combine a pandemic, forced global quarantine and stock market volatility with a hint of boredom and curiosity?...

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Wealth Advisors

Man & machine: what does the future wealth advisor look like?

Kiwis are living longer than ever before, with the average life expectancy increasing from 69 years in 1950 to just over 82 years in 2020....

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Digital Engagement, Wealth Advisors

Robo-what?

Robo-advice, digital advice, robo-advisor… these terms are becoming commonplace in the financial services sector. However, many...

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