David Chaplin

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Financial planning

02 Nov

Retail giant to roll out finance products

After a delay of over a year, discount retail giant The Warehouse, is about to announce the launch of its branded financial services products....

Financial planning

26 Oct

NZ News 26/10 – Super fund baits overseas managers

New Zealand’s funds management industry says overseas-based fund managers may snare most of the business for the Government’s proposed superannuation fund....

Financial planning

20 Oct

FPIA names first CEO

Phillip Matthews has been named as the first permanent chief executive the Financial Planning and Insurance Advisers Association (FPIA)....

Financial planning

19 Oct

New association for NZ industry

A new body for New Zealand investment professionals has been formed with the aim of supporting high ethical standards in the investment management industry....

Financial planning

12 Oct

NZ News – Dissenters crash in on Waltus’ plans

Property management company Waltus could be in for a protracted court battle as it fights to implement a plan to amalgamate most of its property syndicates into one entit...

Financial planning

12 Oct

NZ super pushes on

New Zealand’s Prime Minister Helen Clark says the Government will push on with plans to establish a dedicated superannuation fund despite no guarantee of majority support...

Financial planning

12 Oct

NZ super money to head offshore

New Zealand’s funds management industry says overseas-based fund managers may snare most of the business for the Government’s proposed superannuation fund....

Policy & Regulation

28 Sep

NZ News – Credit unions cry foul over tax plan…as Bridges buy shakes market

New Zealand credit unions may soon follow their Australian counterparts and lose a century old tax exemption....

Policy & Regulation

22 Sep

Credit unions cry foul over tax plan

New Zealand credit unions may soon follow their Australian counterparts and lose a century old tax exemption....

Financial planning

14 Sep

Education: Government raises the bar on compentency

The push by the government to change the face of the financial services industry has also included a change in the way planners are licensed and educated. David Chaplin e...