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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
The first eight paintings sold at Christie's Melbourne auction last month all went for double their estimates. On face value, it looked like the great art market boom was...
Financial planning
1.Name: David Treacher. 2. Job Title: Financial planner. 3. Dealer group: AMP Financial Planning. 4. Age: 41. 5. Qualifications: DFP 1-7 completed, DFP 8 to be compl...
Financial planning
It is timely to reflect on our industry. Not because of the millen-nium, but because over the last twelve months or so we have seen a changing of the guard in the indust...
Financial planning
Within the IFSA membership the 770 page Wallis report gathers no dust. It is often referred to when the industry is preparing position statements on the CLERP 6 process. ...
Financial planning
While financial planners are flat out this time of the year helping their clients, they shouldn't ignore their own end of year financial and business affairs. At least th...
Financial planning
There is mounting evidence in the marketplace that life insurance companies are starting to pay more than lip service to some of the folly of the last decade. Executives ...
Financial planning
A Melbourne-based insurance multi-agent has been restrained from engaging in any further misleading or deceptive conduct in connection with any financial services he supp...
Financial planning
Challenger Life has stepped up its push into the retirement income streams mar-ket with the introduction of an online quote service for annuities. Challenger claims the s...
Funds management
New rules on the taxation of friendly society bonds has created "a window of opportunity" for sales, according to IOOF group taxation manager Tony Jacobs....
Financial planning
As foreshadowed in a previous column, IFSA has completed its submission on the CLERP 6 consultation paper on financial products, service providers and markets. Many submi...
Financial planning
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
The New Zealand office of Equitilink has closed its doors after more than 10 years in business....
Financial planning
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
Senior management at life insurance research and software group BOSS has secured control of the group and acquired rivals Life Research. BOSS management has purchased the...
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Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...