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Financial planning
Australian customers have little loyalty to their bank, with most splitting their investments and products across four or more financial institutions, a survey shows. ...
Editorial
NAB’s third quarter update points to healthier wealth management result but challenges in its UK operations....
Financial planning
Commbank Wealth Management head, Annabel Spring says the group will remain focused on its existing strategy....
Financial planning
As consumers get savvier and more sceptical of financial advice, advisers have to fight harder than ever to justify their value proposition, but the smarter ones still ha...
Top 100
Wide variations in the number of financial planners reported to be operating in the industry has been a feature of the sector for some years but, as Jason Spits writes, a...
Top 100
In the wake of recent industry-wide change financial planning numbers appear to have moved little, according to data collected for the Money Management Top 100 Dealer Gro...
People & Products
Bank of Queensland (BOQ) managing director and chief executive officer Stuart Grimshaw has resigned...
Editorial
The Commonwealth Bank has delivered a solid full-year result with its financial planning troubles making little impact in terms of comments or provisioning....
Financial planning
A register of financial advisers with their qualifications and experience will not be enough to determine whether they are trustworthy financial planners or not, accordin...
Financial planning
Planner loyalty to platforms is being tested by fees and the freedom for planners to choose their own platform with two banks continuing to dominate the space...
Financial planning
A former Clinton Administration adviser will be part of the independent expert panel reviewing Commonwealth Bank’s Open Advice Review program....
People & Products
The Commonwealth Bank of Australia (CBA) has announced a number of changes to its senior executive team....
Policy & Regulation
New research suggests bank-aligned planning groups might suffer if consumers become fully aware of their parentage....
Top 100
Nearly 50 per cent of financial advisers access PI insurance through one of three insurers with CGU supplying nearly a quarter of planners with PI cover....
Financial planning
Nearly 50 per cent of financial advisers access PI insurance through one of three insurers with CGU supplying nearly a quarter of planners with PI cover....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...