The chairman of National Australia Bank, Ken Henry has told the Royal Commission he wishes the board had acted more promptly in dealing with a customer remediation proces...
NAB chief executive, Andrew Thorburn, has defended some fees for no service charged by the bank as a “process issue” rather than dishonesty, as he came under fire at the ...
Authorised advisers need to make sure they’re on ASIC’s Financial Advisers Register by the end of the year, before new professional standards take effect, or risk being t...
New analysis from Rice Warner has suggested that the removal of volume-based adviser fees would challenge superannuation just as much as it would challenge planning firms...
Clime Investment Management has launched further into the planning space with Clime Private Wealth aimed squarely at high net worths....
Westpac chief executive, Brian Hartzer has acknowledged that the big banking group is ‘thinking through’ the future of its advice business....
The Institute of Managed Accounts Professionals has told the Royal Commission that managed accounts should be regarded as a form of advice rather than as a product....
In the fifteenth year of the Money Management/DEXX&R Adviser Choice Risk Awards, MLC Life has maintained its top place on the podium as the Risk Company of the Year for 2...
Antoinette Mullins draws on her personal experience and explains how to navigate your client’s money values to ensure they get the best outcomes. ...
Margo Lydon says financial advisers should consider clients’ mental and emotional wellbeing if they want to build high-trust relationships....
Industry Super Australia has objected to exempting personal financial advice from product design and distribution obligations, arguing planners need to be held responsibl...
IOOF has sought to ensure the retention of newly-acquired ANZ aligned advisers by offering participation in an ‘Adviser Recognition Program’ with vesting heavily reliant ...
Dishonestly using his position to gain benefits in the amount of $800,000 has seen a former Gold Coast financial adviser sentenced to two-and-a-half years in prison by th...
Major planning software provider, IRESS has launched an automated personal advice solution for superannuation funds....
The Royal Commission saw employment prospects in banking and insurance plummet more than any other sector for the September quarter, according to the Sunsuper Australian ...
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...