Tag: Finzo
Finzo Creates Compliance Officer Role
Integrated financial solutions provider Finzo has appointed Tracey Wolfe into a new Compliance Officer role.
Finzo stated the appointment comes as rapid changes in New Zealand’s...
New Tech Innovation Released for Finzo Advisers
Finzo and Iress have announced a new technological initiative to allow advisers to spend more time on client relationships, while improving services and increasing...
Service Provider Rebrands to Guide Advice Firms Through New Regime
Hawke’s Bay-based service provider, Boutique Advisers Alliance, has rebranded to Finzo, an integrated financial solutions provider aiming to improve service delivery, efficiency and client...