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FINANCIAL ADVISERS
Financial planning
Former head of Bleakleys Tony Ash is one of the figures behind Zurich Financial Services’ new back office service for advisers, which may be rolled out early next year....
Financial planning
One of the great financial services debates of this decade has been whether financial planning is a profession. ...
Financial planning
Sealcorp Holdings says on-line transactions by financial advisers will grow five-fold over the next two years....
Financial planning
The Institute of Chartered Accountants has launched a new GST CD-ROM kit to educate financial advisers in their role as managers of small to medium sized enterprises....
Policy & Regulation
The Investment Savings and Insurance Association (ISI) has presented its tax reform proposals to the leaders of the major political parties as a platfom for discussion....
Financial planning
There is a growing recognition of the role of financial planners as lifestyle planners or strategists in helping clients achieve their lifetime goals, rather than simply ...
Financial planning
Greg Gunther has a pilot's licence, but has never used it in his work as a fi-nancial adviser in the Darling Downs of rural south-east Queensland. A shame, as the flying ...
Financial planning
Stepping out of a practice that one has spent a life time building up – and getting the highest return for it - is a complex process....
Financial planning
The Financial Planners and Investment Advisers Association (FPIA) needs to improve its structure if it is to administer a registration scheme for financial advisers, acco...
Financial planning
Commission disclosure for life insurance products is no stranger to controversy. Gareth Cosslett asks if the latest battle, concerning two pieces of key financial service...
Financial planning
Former Adviser Investment Services (AIS) planners Bill O'Sullivan and Debbie Thompson have decided to venture forth on their own, setting up financial planning group Trin...
Financial planning
Proposals to licence all New Zealand advisers has fallen on silent ears at the country's leading associations, according to New Zealand First consultant, Roly Metge....
Financial planning
Your correspondent's article "Lifestyle launch on despite an ATO notice" (Money Management, April 29) could be seen as another example of front page sensationalism, but s...
Financial planning
After eleven months of uncertainty, financial advisers now have a clearer indi-cation as to how the changes to the investment rules for superannuation funds, announced in...
Financial planning
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...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...