FINANCIAL PLANNING

INDUSTRY NEWS

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

INDUSTRY NEWS

The long heralded choice of funds in superannuation is close to being signed off by the Demo-crats and Government, according to the assistant treasurer Rod Kemp....

INDUSTRY NEWS

The long heralded choice of funds in superannuation is close to being signed off by the Democ-rats and Government according to the assistant treasurer Rod Kemp....

INDUSTRY NEWS

The integration of risk insurance into a financial planning business is a necessary future step for the planning industry to take, according to Ord Minnett personal risk ...

INDUSTRY NEWS

BT Funds Management chief executive Ian Martin has beaten a high profile field of candidates for the Best Millennium Fund Management Award by Australian Banking & Finance...

INDUSTRY NEWS

Earnings growth from US equities will remain strong enough for good returns as that economy heads for a soft landing, according to Deutsche global chief investment office...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) banned a record 50 investment advisers in 1999/2000, compared to just 17 the year before....

INDUSTRY NEWS

Fiducian Portfolio Services has restructured its senior executive team following its recent listing on the ASX....

INDUSTRY NEWS

The Colonial brand is set to disappear from the New Zealand financial services landscape....

INDUSTRY NEWS

A strong recovery in hotel property helped the listed property trust sector outper-form equity markets in the three months to September 30....

INDUSTRY NEWS

US fund managers have taken advantage of laws allowing them to sell funds over the Internet using electronic signatures....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago
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