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Financial planning
The Securities Commission has recommended that the New Zealand government should make significant changes to laws governing investment advisers....
Financial planning
When you’re on a good thing, stick to it. JOHN WILKINSON spoke to State Trustees’ new managing director Libby Lomas....
Financial planning
The influence of large scale financial institutions in the financial advice market shows no signs of abating. GEORGE LIONDIS reports on Money Management’s second annual l...
Financial planning
In line with Assirt shifting its focus from a pure research based group to offering diversified research consultancy services, former NSP Buck investment consultant gener...
People & Products
In one of this year's biggest recruiting coup's, Colonial First State has signed up one of BT Funds Management's (BTFM) highest profile senior executives, Brian Bissaker,...
Financial planning
Zurich Financial Services Australia former chief operating officer John Butler has become chief executive officer (CEO) effective immediately, following the decision by f...
Financial planning
Partnership Planning head of research Lynne Curtis has left the group to start an independent funds management and asset allocation research group....
Funds management
New Zealand fund managers can stop holding their breath waiting for the Securities Commission’s report on practices within their industry - it’s officially been canned....
Financial planning
The Australian Securities and Investments Commission (ASIC) has responded to calls by financial planners to recognise pre-1995 training, announcing yesterday it would acc...
Financial planning
The announcement that Credit Suisse is planning to conduct a review of its US and UK funds management businesses is unlikely to have any impact on the group’s local opera...
Financial planning
Financial planning and accountancy consolidator Investor Group has experienced strong growth in its financial services division despite tough market conditions, contribut...
Financial planning
OFM Investment Group, created out of the demutualisation of the Over 50s Mutual Friendly Society in July last year, has stated it will list on the Australian Stock Exchan...
Financial planning
Regulation of New Zealand’s financial advisory industry is shaping up to be one of the big issues this year....
Financial planning
Challenger says it is still committed to the New Zealand market, despite laying off two thirds of it sales team and its marketing manager....
Policy & Regulation
The New Zealand Government has ruled out offering tax incentives for retirement savings, as it promised, because it can’t afford them at present....
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MARKET INSIGHTS
Podcast
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...