The Financial Services Institute of Australasia (Finsia) has announced the appointment of Marianne Birch as its new president.

Financial services companies paying lip service to gender equity; CFA marks 50 in style; Govt needs to address overseas pension inequities; FSC expresses disappointment over KiwiSaver delay.

Tower has appointed Sealord boss Graham Sturt and accountant Stephen Smith to its board.

Sovereign has announced the appointment of Leonard Renneberg as General Manager Operations.

In this profession, we are client-focused. But, when it comes to client service, we often forget that when we step away, our clients' lives may be impacted dramatically. While we want to focus on selling and bringing in more names and prospecting, that will only get us so far. Whether you're within an agency or out on your own, you must perform business succession planning. If you don't do it, your business model cannot be sustained.

Increased regulatory burdens mean the clock is ticking for the one-man band advisory practice, according to Lifetime Group chief executive Warren Stephens.

Tyndall has ditched the New York-based boutique manager of its global fixed interest portfolio, replacing it with investment banking giant Goldman Sachs.