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Financial planning

New rural industries such as herbs and durians have the potential for strong rates of return and low break-even points, a new financial modelling reports reveals....

Financial planning

Three developments in recent weeks point to an elevation of the financial planning industry onto the national political stage....

Financial planning

New Zealand’s funds management industry says overseas-based fund managers may snare most of the business for the Government’s proposed superannuation fund....

Financial planning

Last year I wrote an article I called “Regulation – friend or foe, crutch or protector” (<I>Money Management</I> retitled it “Is it really necessary to have more rules fr...

Financial planning

Australia’s financial advice industry is underpinned by licensing arrangements enforced and administered by the ever shrinking resources of our investment watchdog. Tom C...

Financial planning

Alan Cameron probably has the most unenviable job in the Australian financial services industry....

Financial planning

Newly elected national president of the Securities Institute Michael Willis has lent his voice to the argument calling for real estate agents to be subject to the same re...

Financial planning

Reaction to the recent federal budget has been fairly subdued with most industry analysts noting the lack of news for the financial services industry....

Funds management

Not too long ago, bonds for special purposes, like education and funerals, were very popular. But as investors become increasingly more sophisticated in their financial p...

Financial planning

Schroders Investment Management has welcomed the news that its British parent is to offload its global investment banking business to Salomon Smith Barney. Schroders dire...

Financial planning

Schroders Investment Management has welcomed the news that its British parent is to offload its global investment banking business to Salomon Smith Barney....

Financial planning

Consumer confidence in New Zealand has reached its highest level in three years ac-cording to the latest WestpacTrust McDermott Miller survey. Results for the December 19...

Financial planning

The world’s largest active fixed interest manager, US-based PIMCO, says there is a unique opportunity for fixed interest investors in the middle range of credit qual-ity ...

Policy & Regulation

When it comes to business tax reform most of the headlines have been about capital gains tax (CGT) reform, accelerated depreciation and the lower corporate tax proposal....

Funds management

Friendly society funeral, education and income bonds have been granted a short reprieve from being taxed, and the industry is continuing to fight for tax-exemption....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago