TNP has wrapped up the first year of its Academy and says it has helped advisers grow their business; however it is also making some changes for next year.

Auckland

Revenue Minister Peter Dunne today confirmed the government’s intention to abolish gift duty, saying the decision would be welcomed by taxpayers generally as the rules were resulting in a high level of compliance costs and were no longer raising significant revenue.

Milford Asset Management is pleased to announce that Marc Whittaker has joined the company as head of Australasian Equities Research. 

Auckland

Wellington

Morningstar’s latest strategy handbook, which helps advisers with portfolio construction, has put a defensive element into its decisions due to economic uncertainty

AIA New Zealand has appointed Alan Harrington as its distribution development manager.

Christchurch

Blair Bennett has joined Lower Hutt advisory firm Chris Mackay Financial Planning as a Financial Adviser. 

Insurance advisory group TNP is expanding its reach and setting up a wealth management arm.

Accuro Health Insurance has appointed Bruce Morrison as its new chief executive to replace Naomi Ballantyne who held the role in an interim capacity for the past four months.