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    Finzo develops ‘360’ – an integrated solution
    Finzo
    • May 12, 2020

    Finzo develops ‘360’ – an integrated solution

    Finzo has taken advantage of the enforced COVID-19 lockdown period to further enhance its support service offering to financial advice firms
    Preparing for FAP licensing
    Finzo
    • Dec 4, 2019

    Preparing for FAP licensing

    CEO Nick Stewart in a sit-down interview with Philip Macalister from Good Returns discussed FAP licence regime and uncertainty around costs
    Finzo selects JHC’s Neon
    Finzo
    • Nov 17, 2019

    Finzo selects JHC’s Neon

    Integrated financial solutions provider Finzo announced that it will be implementing JHC Neon.
    Finzo hires in-house compliance officer
    Finzo
    • Nov 7, 2019

    Finzo hires in-house compliance officer

    Finzo has attracted a strong international candidate into a key role as compliance officer.
    Finzo reaches data 'milestone'
    Finzo
    • Oct 30, 2019

    Finzo reaches data 'milestone'

    Adviser group Finzo, along with Iress, have established a data feed that they say will help increase advisers’ business efficiency.
    Finzo launches a new investment option for UK pension holders in New Zealand | Good Returns
    Finzo
    • Jul 1, 2019

    Finzo launches a new investment option for UK pension holders in New Zealand | Good Returns

    Finzo has secured the last available investment placeholder of five with Dimensional UK to access the suite of GBP Superannuation funds.
    Finzo gets a global tick
    Finzo
    • Jun 9, 2019

    Finzo gets a global tick

    Finzo Earns CEFEX Certification Representing Fiduciary Excellence for the provision of fiduciary Investment Support Services.
    Adviser group rebrands and sets out licensing plans | Insurance Business
    Finzo
    • May 24, 2019

    Adviser group rebrands and sets out licensing plans | Insurance Business

    Adviser group rebrands and plans to be a FAP | Good Returns
    Finzo
    • May 24, 2019

    Adviser group rebrands and plans to be a FAP | Good Returns

    Boutique Advisers Alliance announces re-brand | NZ Adviser
    Finzo
    • May 23, 2019

    Boutique Advisers Alliance announces re-brand | NZ Adviser

    Service Provider Rebrands to Guide Advice Firms Through New Regime | Risk Info NZ
    Finzo
    • May 23, 2019

    Service Provider Rebrands to Guide Advice Firms Through New Regime | Risk Info NZ

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