Zilla Efrat

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Financial planning

13 May

Cyber-planners plug into flexible study

The Securities Institute will offer its first subject on the Internet, Financial Planning Principles and Practice, in a drive to bring higher education in the financial s...

Financial planning

13 May

End of an era: KPMG looks at selling off planning arm

KPMG's financial services arm may soon be on the market. ...

Financial planning

13 May

St George lambasted over IGP timing

Some financial advisers are up in arms at news that St George Bank is withdrawing the Advance Management Instalment Gearing Product (IGP). The bank plans to phase out the...

Financial planning

13 May

Potter Warburg gang form splinter group

A group of financial planners and stock brokers have broken away from Potter Warburg to form a new financial planning and management services company with D&D Tolhurst....

Financial planning

13 May

Future looks bright for upbeat job market

The prospects of finding a job in the financial services and insurance sector are looking increasingly rosy, according to the latest Morgan & Banks job sur-vey. Morgan & ...

Financial planning

13 May

Instalment warrants nab a big slice of derivatives pie

Instalment warrants have been around for little more than two years, but they are fast becoming a force to be reckoned with....

Financial planning

13 May

Perpetual regains its worldly balance

Perpetual Investments has restructured its balanced fund, giving it more of a global orientation in line with its strengthened relationship with Fidelity In-ternational. ...

Financial planning

08 May

Winchombe advisers defect

IOOF subsidiary Winchcombe Carson's Queensland franchise is to switch to Garrisons this week, managing director John Sikkman has told Money Management....

Financial planning

08 May

A good time to find a new job

The prospects of finding a job in the financial services and insurance sector are looking better than they have in at least 14 years, according to the latest quarterly Mo...

Financial planning

29 Apr

Equities – Young turks myth makes way for the new breed

The notion of “young turks” being given huge amounts of money to play with appears to be a myth in world of funds management the world over. However, each market has its ...