Financial Planning

Do you offer a wrap service? Why/why not?No. We don't offer a wrap service to clients. The reason is that...

The merger between Lifeplan and StateGuard Friendly Society has been approved by all members and will go ahead on April...

Readers will remember our last episode where Nick Bruining had decided to take the leap of faith required to obtain...

Macquarie has launched what it believes is the first venture capital fund aimed directly at financial advisers.The Macquarie Investment Trust...

In today’s increasingly sophisticated investment environment, it is more important than ever for financial advisers to keep up with new...

Stephen Van Eyk was rather surprised to find himself inundated with job applications after comments on the company’s expansion were...

Members seeking advice about their superannuation are driving industry funds to form their own financial planning arms.SunSuper is to form...

Independent advisers are coming under growing pressure as several industry funds look to setting up their own financial planning bodies.Equipsuper...

People like Prudential Investment senior executive Lester Anderson are proof that the fine art of salesmanship is alive and kicking...

After more than a year of searching, Davey Financial Management has found a buyer for its financial services business.Charterbridge Financial...