money management

Financial planning

The battle for the position as pre-eminent Internet personal finance site is hotting up with news the My Money Group, headed up by Money Management founder David Koch, is...

Financial planning

FPIA conference from the inside

The New Zealand financial planning annual get-together in Wellington late last month unlocked a number of themes and issues pertinent to the industry on both sides of the...

Financial planning

Trustee industry faces shake-up

Rationalisation of the trustee industry has started, with IOOF selling its operation to TowerTrust for an undisclosed sum....

Financial planning

Letter – Stars lose their shine

I was interested to read the article on a new system where financial planners pay to be star rated in a reference database for consumers (“Advisers to pay for star rating...

Financial planning

Pac Rim aims high

Pacific Rim Investments has unveiled ambitious plans to take over the mantle of Australia’s biggest independent financial planning group....

Financial planning

Letters

Greg Sullivan, the keynote presenter at the CFP Conference in Hobart suggested that putting process around what planners do well is a major imperative for planners (Money...

People & Products

Heads to roll at Colonial

Very few of Colonial’s senior management have survived the post-merger shake-out by Commonwealth Bank....

Financial planning

BHP super battle hots up

Some of the biggest players in the financial services industry have entered the bat-tle to claim the biggest outsourcing of a corporate superannuation fund in Austra-lia’...

Financial planning

Corporate super now too lucrative to ignore

News that BHP offshoot OneSteel is to outsource its superannuation has sent rip-ples of excitement through the financial services industry....

Financial planning

Beware: Superman is eyeing your clients

Your average person is usually at great pains to avoid admitting their mistakes, especially when it comes to the future of financial planning. But then again, Tom Collins...

Financial planning

B4Bco shelves Web site launch

Web portal B4Bco’s plans to launch a financial planning website have been shelved, following the retrenchment of its site editor and eight other staff. An undisclosed n...

Superannuation

BHP super battle hots up

Some of the biggest players in the financial services industry have entered the bat-tle to claim the biggest outsourcing of a corporate superannuation fund in Austra-lia’...

Financial planning

Figures sow seeds of doubt

The competition between blue gum investment schemes has hotted-up with disputes over each others’ figures....

Financial planning

Short-term focus prevents meaningful conclusions

Dear Sir, After reading your front page article, entitled “Fund managers strike out” by Jason Spits (Money Management, May 11), we felt compelled to respond in order to p...

Financial planning

Andersen to expand

Then there were three. In a similar situation as last year, with the acquisition of KPMG Financial services by St George, the financial services industry now sees an-othe...