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Financial planning

The Federal Government has appointed outgoing AMP CEO Craig Dunn to the financial system inquiry panel, along with others from the business and academic community....

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People & Products

National Australia Bank has signed senior ANZ executive Justin Greiner as chief executive officer of its broking business JBWere....

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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....

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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....

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Editorial

BT Financial Group has won Employer of the Year in Money Management/Super Review’s inaugural Women in Financial Services Awards 2013. ...

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Financial planning

A South Australian mortgage broker has been convicted after he pleaded guilty to providing misleading home loan appraisal letters to Westpac. ...

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Financial planning

A South Australian mortgage broker has pleaded guilty to five charges of giving false or misleading information on home loan applications worth over $500,000....

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Funds management

Declining satisfaction with relationship managers is hampering overall satisfaction with the four major banks.Declining satisfaction with relationship managers is hamperi...

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Funds management

BTIM has invested in a product development team to think specifically about tapping into different client segments, including the SMSF market, according to managing direc...

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Financial planning

Australian Ethical announces investment in social benefit bond established for Benevolent Society. ...

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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...

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People & Products

BT Investment Management has named a new chairman as Brian Scullin announces his retirement....

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Funds management

Zenith Investment Partners has observed significant progress by multi-managers in the areas of investment implementation and risk management as part of its latest diversi...

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Financial planning

BT Financial Group has made a further push to attract female advisers with the launch of the Stella Network....

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Financial planning

Morningstar analysis paints the big four banks as being an oligopoly which is stronger now than before the GFC....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 4 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 4 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks ago