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Financial planning
Does ANZ's contemplation of a wealth management exit combine with NAB's MLC Life transaction to signal the banks are losing their appetite for financial planning? ...
Financial planning
Customer advocacy ratings show that the big banks have failed to maintain stability when it comes to customer satisfaction and loyalty....
Financial planning
The Big Four’s tainted reputations have not deterred their customers who are still rating their banks at least seven out of 10, according to DBM Consultants....
Superannuation
Industry Super Australia claims the major banks are switching customers into under-performing retail super funds via direct sales tactics which bypass planners. ...
Financial planning
Overall customer satisfaction levels for the Big Four remain high despite negative publicity and decreased home-loan customer satisfaction, according to a Roy Morgan surv...
Financial planning
New research reveals that as few as 20 per cent of people trust their banks to give them unbiased advice....
Financial planning
When the world at large says that banks have a culture problem it is avoiding the underlying issue, according to David Murray....
Financial planning
The Australian Bankers' Association has imposed a planner hiring protocol for use by members to screen out bad planners....
Policy & Regulation
Industry Super Australia wants the banks to be subject to rules which impose a duty to ensure customers are left better off when moving super funds....
Editorial
Federal Opposition leader, Bill Shorten, has declared that a Labor victory will bring forth a Royal Commission into the banks but the reality is that all sections of the ...
Financial planning
NAB and Westpac may have made the best strategic call by keeping their wealth management businesses as separate entities, according to an academic analysis....
Financial planning
Banks are struggling to keep pace with fintech disrupters, with only 18.7 per cent of Australians likely to purchase and use new technologies, according to Roy Morgan....
Funds management
The major banks' cash profit after tax were down three per cent for the first half of 2016, according to KPMG....
Editorial
The Federal Opposition’s calls for a Royal Commission into the banking industry represents a continuation of a campaign started by industry funds nearly three years ago....
Policy & Regulation
New data from the World Retail Banking Report is showing that fintech providers are making it increasingly difficult for banks to keep up....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....