Embedded Wealth Management: blurring the traditional boundary lines
Embedded finance has been around for some time. Embedded finance providers have enabled companies to bridge the gap between themselves and...
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Embedded finance has been around for some time. Embedded finance providers have enabled companies to bridge the gap between themselves and...
Read moreSince the 2008 financial crisis, the compliance role has undergone significant change and growth as companies expanded the compliance...
Read moreIn the wake of the pandemic, Auckland-based fintech Invsta has released the top financial services and fintech trends likely to stick over...
Read moreUp until now, much of the focus has been on millennials, and how to attract and satisfy the needs and wants of this segment. And rightly...
Read moreHaving surpassed $62billion as of December 2020, total KiwiSaver funds under management (FUM) continues to grow, albeit more slowly than in...
Read more2020 will forever be remembered as the year of rapid changes. Many wealth and asset managers were left scrambling to pivot their business...
Read moreGlobally, the financial services industry is battling a host of challenges in the wake of the pandemic, including rising interest rates,...
Read moreThe recent KiwiSaver satisfaction survey by Consumer New Zealand revealed some interesting figures in terms of general fund knowledge and...
Read moreIt’s no surprise that digital transformation is at the top of every strategists to-do list. Given the rapid pace of technological...
Read moreIt’s a question we get asked all the time: Can you send me a copy of Invsta’s roadmap? And in all honesty, it’s the question that I...
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