Stuart Engel

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Financial planning

14 March 2001

APIR Certificates has unveiled a smart card it hopes to establish as the standard online security device for the financial services industry....

Financial planning

14 March 2001

Direct Portfolio hits adviser market

Direct Portfolio Services is to target financial advisers for distribution of its share portfolio service....

Financial planning

14 March 2001

Mortgage broking meets financial planning

David Dyer reckons the development of the mortgage broking industry is running parallel to that of the financial planning industry....

Financial planning

13 March 2001

Online security first for industry

APIR Certificates has unveiled a smart card it hopes to establish as the standard online security device for the financial services industry....

Financial planning

13 March 2001

Investec on the prowl

Investec is on the hunt for funds management and stock broking acquisitions following its purchase of investment bank Wentworth Associates for an undisclosed sum....

Financial planning

12 March 2001

Prudential sets the consolidation ball rolling

UK-based Prudential has set the consolidation ball rolling in 2001 with the year’s biggest acquisition to date, snapping up US-based American General Corporation for abou...

Financial planning

11 March 2001

New face at top of FPIA

Paul O’Brien has stepped in to the top job at New Zealand’s peak financial advisers association, the Financial Planners and Insurance Advisers Association (FPIA)....

Financial planning

6 March 2001

International shares take a dive

International shares had a tough run in February, thanks to continued downturns on the Nasdaq and European markets....

Financial planning

4 March 2001

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....