New master trust regulations have trapped its first victim after financial planning group Chapel Road was forced to switch master trusts before regulations come in to for...
Mortgage broking wholesaler Australian Finance Group (AFG) is considering listing on the Australian Stock Exchange to capitalise on the explosive growth in the mortgage b...
Farmers Mutual Group's (FMG) Crossing vineyard in Marlborough is going ahead despite the recent capital raising falling short by about $3 million. ...
Demutualisation of the New Zealand Stock Exchange has taken a major step forward, but enthusiasm for a merger with the Australian Stock Exchange appears to have waned....
Credit Suisse has almost doubled its sales team with the appointment of three business development executives....
More than 70 financial planning groups have signed up with Sanford Securities to use its Virtual Broker online broking service....
Any feeling the Government's New Zealand Superannuation Bill was going to have an easy passage through the select committee process because it got cross party support at ...
An association representing 110,000 investors in tax-effective schemes is mounting a campaign to put tax issues relating to the schemes on the agenda for this year’ s fed...
There is no doubt that the past decade has been buoyant times for retail financial services industry participants, many of whom have filled their own coffers to the brim....
One of the highlights of last year’s FPA Conference in Melbourne was a presentation by respected planner Ian Heraud. The tape of his session ended up being the most keenl...
Co-operative style financial planning businesses have copped a lot of flak over the past year after a high profile failure in one venture at the end of 1999. John Wilkins...
The changes to the business tax system introduced last year has resulted in hundreds of planners being hit by rules designed to cut down on the alienation of personal ser...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...