Name: Tim MarshallJob title: Senior consultant and practice principalDealer group:Godfrey PembrokeAge:49Qualifications:Certified financial planner, Bachelor of EconomicsNumber of clients:225Remuneration: We run...
How much will it cost planners to changeover their back office in order to offer wrap services?This was one of...
Inflationary pressures in the New Zealand economy could become evident within the next six months, according to Equitilink (NZ) chief...
US-based funds management giant Vanguard is beginning to see the kind of success in Australia that pushed the group to...
The unpopular Life Insurance Conduct and Disclosure (LICD) Bill has been scrapped by the Federal Government.The Bill, which the life...
As dealer groups and advisers face a spreading threat of legal action from clients, planning sector experts are becoming more...
Moves to bring financial planners under the Certified Financial Planner (CFP) designation have taken another step forward.This follows the launch...
Financial planners could be selling equities without having to go through a broker within the next 12 months.That prediction by...
The future looks much brighter for investment in New Zealand, according to Spicers Portfolio Management research manager Aaron Hing.Hing says...
Last year's government changes to the assets-testing of complying income streams have expanded product choice for retirees. Deborah Wilson examines...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
