financial planning

Financial planning

The growth of financial planning, particularly the top level, is being hampered in New Zealand by the changing face of the advisory industry....

Financial planning

Integratec expands into training

Financial planning training group Integratec has expanded into compliance services with the acquisition of THP Services....

Financial planning

The changing face of the advice business

Semantics aside, there is real difference between financial advice and financial planning. Tom Collins discusses the factors driving financial planners to take another lo...

Top 100

Travelling as a solo dealer

Last year’s <I>Money Management Top 100</I> survey revealed that of the largest dealer groups that make up that number, 40 were independently owned. Nicole Szollos spoke ...

Financial planning

Integratec expands into compliance

Financial planning training group Integratec has expanded into compliance services with the acquisition of THP Services....

Financial planning

Investec buys up in Australia & South Africa

Investec has made a further push into southern hemisphere financial services with the acquisition of a business in Australia and planned acquisition of a firm in South Af...

Financial planning

What planners need to do to cope with 2000 changes

The last few years have seen many legislative changes which impact on financial planning, and 2000 was no exception. In 2000 we saw the introduction of the Goods and Serv...

Financial planning

Civil war for the planning industry?

New journalists to Money Management often comment on the openness of financial planners and financial services professionals in general....

Financial planning

Succession – often mentioned rarely realised

In my view, financial planning practices are concerned about succession but have trouble accepting the changes they need to make to their business to allow a smooth and r...

Funds management

Now for real boutique financial planning business

When planners generally talk about their own niche markets, they often refer to some people at some point in their life stage, like retirees or high net worth executives....

Financial planning

FPEA continues to build

The newly formed Financial Planners Education Association (FPEA) is set to launch its proposed constitution, says chair of the steering committee Gwen Fletcher....

Financial planning

Fiducian performs solidly since listing

Fiducian Portfolio Services has released its first half-yearly report as a listed company, recording a half yearly profit of more than half a million dollars....

Financial planning

Forget about hourly fees: Keavney

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....

Financial planning

Premium makes every move count

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...

Financial planning

Deutsche negotiations break new ground

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...