CHIEF EXECUTIVE
Financial planning
Farmers Mutual Group's (FMG) Crossing vineyard in Marlborough is going ahead despite the recent capital raising falling short by about $3 million. ...
Financial planning
Assirt has a new chief executive officer for its research division, following changes from its sale last year to WealthPoint Data. ...
Financial planning
More than 70 financial planning groups have signed up with Sanford Securities to use its Virtual Broker online broking service....
Superannuation
Any feeling the Government's New Zealand Superannuation Bill will have an easy passage through the select committee process because it got cross party support in Parliame...
Financial planning
Australia’s managed funds market can look forward to another 10 to 15 years of strong growth, according to a report released by Axiss Australia....
Financial planning
Prudential has secured a foothold in the world’s largest life insurance market with the $A357 million purchase of Orico Life Insurance in Japan....
Financial planning
The sale of a financial planning practice could soon be as simple as clicking a mouse button, following the unveiling of an internet site designed for the buying and sell...
Financial planning
Financial planners on the look out for new opportunities might do well to target women approaching retirement....
Financial planning
As 2001 rolls over on desk calendars issues concerning the financial planning fraternity begin to surface. Kate Kachor looks at the big issues facing planners this year....
Financial planning
Phillips Fox insurance and financial services managing director Michael Gill has stepped down after 18 months in the job to focus on his legal practice....
Financial planning
The past five years will certainly remembered by financial services historians as the time our big institutions threw off the shackles of their mutual structures and demu...
Financial planning
Financial planning salaries are on the rise, fuelled by an increase in demand for quality financial planning talent....
People & Products
Tony Lally has resigned as chief executive of Commonwealth Financial Services after a 10 year stint at the helm of the bank’s funds management arm....
Financial planning
Your Prosperity chief John Reid has been named chief executive of the combined Your Prosperity/ National Online Trading business....
Financial planning
The County Investment Management brand will cease to exist next month when it officially becomes an integrated part of Invesco Asset Management....
Never miss the latest news and developments in wealth management industry
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...