Losing a loved one is a tragic thing, paying tax is a disaster....

Colin Scully, the founder and managing director of Bridges Personal Investment Services, has resigned from the Financial Planning Asso-ciation’s board. But, he stresses, ...

Former head of Bleakleys Tony Ash is one of the figures behind Zurich Financial Services’ new back office service for advisers, which may be rolled out early next year....

One of the great financial services debates of this decade has been whether financial planning is a profession. ...

Sealcorp Holdings says on-line transactions by financial advisers will grow five-fold over the next two years....

The Institute of Chartered Accountants has launched a new GST CD-ROM kit to educate financial advisers in their role as managers of small to medium sized enterprises....

The Investment Savings and Insurance Association (ISI) has presented its tax reform proposals to the leaders of the major political parties as a platfom for discussion....

There is a growing recognition of the role of financial planners as lifestyle planners or strategists in helping clients achieve their lifetime goals, rather than simply ...

Greg Gunther has a pilot's licence, but has never used it in his work as a fi-nancial adviser in the Darling Downs of rural south-east Queensland. A shame, as the flying ...

Stepping out of a practice that one has spent a life time building up – and getting the highest return for it - is a complex process....

The Financial Planners and Investment Advisers Association (FPIA) needs to improve its structure if it is to administer a registration scheme for financial advisers, acco...

Commission disclosure for life insurance products is no stranger to controversy. Gareth Cosslett asks if the latest battle, concerning two pieces of key financial service...

Former Adviser Investment Services (AIS) planners Bill O'Sullivan and Debbie Thompson have decided to venture forth on their own, setting up financial planning group Trin...

Proposals to licence all New Zealand advisers has fallen on silent ears at the country's leading associations, according to New Zealand First consultant, Roly Metge....