KRISTINE BROOKS

Financial planning

Financial advisers are no longer just discussing financial issues with clients and more and more are covering clients’ personal and family problems....

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Superannuation

At a time when there are increasing super fund mergers, Milford Asset Management is considering building on its KiwiSaver success in New Zealand to break into the superan...

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People & Products

After acquiring OnePath last winter, Zurich has settled its senior distribution team for both brands....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 3 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 19 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 23 hours ago