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Financial planning
National Australia Bank has confirmed that a planner who forged client initials on binding death nomination documents had been recruited out of the bank’s business bankin...
Policy & Regulation
The Australian Securities and Investments Commission has permanently banned former GWM Adviser Services adviser, Grant Desmond Taylor, from providing financial services....
People & Products
John Shuttleworth has resigned as general manager – platforms and investments at BT Financial Group, ending 14 years at the company....
Policy & Regulation
The Finance Sector Union has blasted evidence given by National Australia Bank executive, Anthony Waldron, to the Royal Commission that sales targets were to blame for ba...
Financial planning
New data has confirmed the degree to which the Government’s $1.6 million pension cap has choked flows into retirement income....
Financial planning
Customer satisfaction with banks in the last six months to January reaches 81.2 per cent, with CBA maintaining the highest rate despite recent regulatory allegations. ...
Policy & Regulation
The Australian Securities and Investments Commission has banned Queensland financial adviser, Christopher Ramsay, from providing financial services for five years for fai...
Policy & Regulation
Australia’s five largest banking and financial services institutions have paid a further $21.4 million to customers who suffered losses as a result of non-compliant condu...
Financial planning
The Finance Sector Union of Australia has attacked the National Australia Bank for failing to retrain current staff, as the bank’s program to axe 6,000 jobs begins....
People & Products
NAB Financial Planning has announced the appointment of a new General Manager for South Australia, Western Australia and the Northern Territory. ...
People & Products
National not-for-profit, Good Shepherd Microfinance, has launched the first Australian online cash-loan alternative. ...
People & Products
Industry veteran and chairman of Australian Unity, Peter Promnitz has been appointed to the board of NAB’s NULIS Nominees (Australia) Limited....
Financial planning
Major banks paid or offered customers $215.9 million of an estimated $219.5 million in refunds and interests for failing to provide advice....
Financial planning
More than half of Australian women feel in control of their finances, according to MLC’s all-female study....
Funds management
Australia and New Zealand Banking Group and National Australia Bank have both entered enforceable undertakings with ASIC, following a Federal Court declaration against th...
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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 ...