MONEY MANAGEMENT
Financial planning
The battle for the position as pre-eminent Internet personal finance site is hotting up with news the My Money Group, headed up by Money Management founder David Koch, is...
Financial planning
The New Zealand financial planning annual get-together in Wellington late last month unlocked a number of themes and issues pertinent to the industry on both sides of the...
Financial planning
Rationalisation of the trustee industry has started, with IOOF selling its operation to TowerTrust for an undisclosed sum....
Financial planning
I was interested to read the article on a new system where financial planners pay to be star rated in a reference database for consumers (“Advisers to pay for star rating...
Financial planning
Pacific Rim Investments has unveiled ambitious plans to take over the mantle of Australia’s biggest independent financial planning group....
Financial planning
Greg Sullivan, the keynote presenter at the CFP Conference in Hobart suggested that putting process around what planners do well is a major imperative for planners (Money...
People & Products
Very few of Colonial’s senior management have survived the post-merger shake-out by Commonwealth Bank....
Financial planning
Some of the biggest players in the financial services industry have entered the bat-tle to claim the biggest outsourcing of a corporate superannuation fund in Austra-lia’...
Financial planning
News that BHP offshoot OneSteel is to outsource its superannuation has sent rip-ples of excitement through the financial services industry....
Financial planning
Your average person is usually at great pains to avoid admitting their mistakes, especially when it comes to the future of financial planning. But then again, Tom Collins...
Financial planning
Web portal B4Bco’s plans to launch a financial planning website have been shelved, following the retrenchment of its site editor and eight other staff. An undisclosed n...
Superannuation
Some of the biggest players in the financial services industry have entered the bat-tle to claim the biggest outsourcing of a corporate superannuation fund in Austra-lia’...
Financial planning
The competition between blue gum investment schemes has hotted-up with disputes over each others’ figures....
Financial planning
Dear Sir, After reading your front page article, entitled “Fund managers strike out” by Jason Spits (Money Management, May 11), we felt compelled to respond in order to p...
Financial planning
Then there were three. In a similar situation as last year, with the acquisition of KPMG Financial services by St George, the financial services industry now sees an-othe...
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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...