Wednesday, January 29, 2020

Tag: Nick Stewart

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...