POWERED BY MOMENTUM MEDIA
NEWS
Advisers should abandon any notion of charging clients fees on an hourly rate, says one of the industry’s most outspoken advocates of fee-based financial planning....
Bridges’ corporate services team has walked out....
The marriage between AXA Australia and Alliance Capital will be consummated today (Friday) with the launch of the first wave of new products under the joint venture....
Former County executive Paul van Ryn has signed up with Challenger as head of fixed interest within its funds management subsidiary Challenger Portfolio Management....
The creation of a new accountant based dealer group mid last year resulted in a whirl of publicity as some big names struck out on their own. Kate Kachor looks at their p...
Alliance Capital’s global vice chairman Alfred Harrison is playing down expectations of the group’s joint venture with AXA. ...
Saxby Bridge has signed up a number of sporting and entertainment identities in an effort to strengthen its brand presence in the market....
The growth of financial planning, particularly the top level, is being hampered in New Zealand by the changing face of the advisory industry. ...
“We’ve been together for ten years and all the original members are still on board. We are often asked how we have managed to keep working together for this long because ...
The National Australia Bank’s $115 million purchase of Deutsche Financial Planning and Deutsche Funds Management are in many ways a watershed for the financial planning i...
Life insurance companies in New Zealand are battling to win over brokers following the merger of Sovereign and Colonial. ...
Ethical investments are becoming the latest hot sector in the New Zealand market....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...