financial planning

Financial planning

New Zealand fertile ground for business acquisitions

The changing regulatory and demographic environment in New Zealand is creating increased opportunities for business acquisitions and mergers, according to Tranzact Financ...

People & Products

Future2 appoints chair

AMP Financial Services director appointed chair of Future2 Foundation....

Editorial

Is experience worth more than a degree in financial planning?

Amid the push to boost education standards in the financial planning industry, experience will still be central to protecting the interests of clients....

Financial planning

Consider mortgage brokers in succession plans

There is an opportunity for 10 per cent to 15 per cent of active mortgage brokers to break into the financial planning world....

Financial planning

Entries open for 2009 Financial Planner of the Year

The 21st Money Management Financial Planner of the Year award is underway, with entries being accepted until Monday, September 28, 2009. The winner will be jetting off to...

Financial planning

Mortgage broking regulation to follow financial planning's lead

Mortgage broking industry likely to adopt a fact finding and Statement of Advice process: Paratore....

Editorial

The hidden cost of banning commissions

Today there are few willing to defend commission payments, writes George Lucas. But are commissions the root cause of all that is wrong with the financial planning indust...

Financial planning

Titanium extends its footprint along the east coast

Eight practices join the Titanium dealer group, bringing its total to 33....

Editorial

Reverse mortgage strategies come of age

Reverse mortgage products are attracting a new breed of strategic senior borrowers who are proving the industry’s naysayers wrong, argues MARTIN LYNCH....

Financial planning

Home advantage: Reverse mortgages

BENJAMIN LEVY reports on the growing use of reverse mortgages to shore up diminishing client wealth....

Financial planning

AFA backs Treasury line on planning

The Association of Financial Advisers will use today's Ripoll Inquiry hearings to back Treasury warnings about unintended consequences flowing from changes to financial p...

Financial planning

PIS repositioning for future revenue

Professional Investment Services is attempting to reposition the group in anticipation of a possible removal of commission-based income....

Financial planning

Strategy First recommends two-tiered service provision model

Only a complete overhaul of the industry that involves banning commissions and creating a profession with distinct service providers will save the financial planning indu...