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Financial planning
NAB focuses on growing third party channel as more people turn to brokers for advice. ...
Editorial
ANZ’s Global Wealth division underwent an executive reshuffle earlier this year, with its managing director of advice and distribution Paul Barrett leaving the group afte...
Financial planning
UBS and NAB have pledged $1 million and $2 million respectively to financial literacy projects in Australia, after a run-in with the regulator....
Financial planning
The corporate regulator has worked through the Christmas and New Year period, having made a number of key announcements during the three weeks....
People & Products
National Australia Bank has signed senior ANZ executive Justin Greiner as chief executive officer of its broking business JBWere....
Funds management
Funds under management and advice (FUM/A) held in retail and wholesale managed funds shot up by 16.4 per cent to $953 billion in the 12 months to September....
Financial planning
The big four banks are closing the gap with the smaller banks on consumer satisfaction levels, recording a 79.6 per cent satisfaction score....
Financial planning
Investec Australia rolls out lending offering to independent financial advisers....
Financial planning
National Australia Bank is looking to raise around $750 million through the offer of convertible preference shares....
Financial planning
The growth in Westpac-aligned planner numbers was one of the major reasons the bank’s wealth management division performed particularly well in the last year. ...
Funds management
Declining satisfaction with relationship managers is hampering overall satisfaction with the four major banks.Declining satisfaction with relationship managers is hamperi...
Funds management
NAB Wealth has reported a mixed result for the year ending 30 September, mostly due to the challenging life insurance industry conditions....
Funds management
The major four banks have hit an 18-year high in personal customer satisfaction levels, with the Commonwealth Bank reporting the highest proportion of customers in the ‘v...
People & Products
AMP Capital has reaffirmed its commitment to the SMSF market by appointing a former NAB executive to the newly created role of head of SMSF....
Editorial
There are suggestions that ASIC may have concerns about “transition” and “retention” payments made to financial planning principals, and as Mike Taylor reports, perceptio...
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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...