Less than six months after setting up their own practice, Trinity principal consult-ants Bill O' Sullivan and Debbie Thomas have merged with another Cairns finan-cial pla...

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Insurance bonds can still be a valuable investment tool and should not be ig-nored by financial planners, according to Mike Newton, director of Sovereign Funds Management...

USA - General Motors (GM) Corporation, the world's biggest carmaker, plans to enter the financial services business by selling low-cost investment portfolios to 401(k) r...

The Inland Revenue Department (IRD) has been forced to repay $22 million to Tower Financial Services Group following a landmark decision in the full Court of Appeal....

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....

Whether chasing the pink dollar, green dollar or grey dollar, niche financial planning is booming. ...

One of Australia’s best loved brands is about to play its hand in a move to make a dent on the rapidly growing financial services market....

In the US, it pays to be a fund manager who specialises in international funds, works for a mutual fund company and lives in New York. ...

Financial services groups are reeling under the strain of a massive upheaval of their businesses once the implications of the GST and the upcoming Ralph Report hit home. ...

“How deeply entrenched are soft dollar commissions in the financial services industry?”...

The series of changes circulating through the finance industry has be-come daunting. The implications of GST and the upcoming Ralph Re-port loom large for all concerned b...

Since their earliest days, life insurance companies have been some-thing of a mysterious black box to analysts, advisers and the public. The mystery of the life insuranc...

Life insurers have been accused of using dirty tricks to avoid paying out claims made by people with chronic fatigue syndrome (CFS)....