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"The Strait & Narrow"
Despite ongoing geopolitical and economic uncertainty, global equity markets staged a strong rebound in April, an outcome that has surprised many investors.
NAB announces sale of JBWere New Zealand to FirstCape
On 30th April 2024, National Australia Bank Limited announced the Group had completed the sale of JBWere New Zealand wealth management business to newly established entity, FirstCape Limited.
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Fundraising for Gifts-in-Wills: a strategic and timely opportunity
As is happening across the world, Aotearoa New Zealand is also moving into an unprecedented intergenerational wealth transfer, and this is taking place at the same time as traditional fundraising…
Identity Crisis: When the Exit Is Only the Beginning
For many founders, selling their business is supposed to be the finish line. The transaction completes, the funds clear and the congratulations roll in.
