WESTPAC

Financial planning

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Financial planning

Two years ago, Advisor Investment Services was going through one of the most turbulent periods in its 18 year history. Today, the group has steadied and is back in the bl...

Financial planning

Recently promoted Westpac Financial Services chief David Fite is to leave Westpac in April and take up a position in Japan with the Long-Term Credit Bank of Japan....

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Financial planning

Recently promoted Westpac Financial Services chief David Fite is to leave Westpac in April and take up a position in Japan with the Long-Term Credit Bank of Japan....

Financial planning

Last month, Australia’s investment watchdog fired out a missive to investors alerting them to the dangers of the margin lending market. Samantha Walker asked the in-dustr...

Financial planning

BT Funds Management (BTFM) has radically altered its game plan in the retail fi-nancial services market under a joint venture arrangement with American Interna-tional Ass...

Financial planning

AMP has topped inflow figures for the second quarter in a row, according to Assirt market share figures....

Financial planning

AMP has topped inflow figures for the second quarter in a row, according to Assirt market share figures released yesterday....

Financial planning

Westpac is aiming to sell financial services products to 30 per cent of its 5.6 mil-lion strong customer database. Westpac has sold financial services products to 450,000...

Financial planning

Westpac is aiming to sell financial services products to 30 per cent of its 5.6 mil-lion strong customer database....

Financial planning

The financial institutions have emerged as the dominant players in the financial planning industry as they attempt to corner customers across the whole spectrum, from the...

Financial planning

The Commonwealth Bank has pipped BT to become the largest retail fund man-ager in Australia, according to Morningstar....

Financial planning

Westpac Financial Services has predicted banks will dominate the margin lending market within three years....

Life/Risk

AMP’s tempestuous union GIO is paying its first dividends with the combined group dominating the race for win new life insurance business....

Financial planning

Westpac Financial Services has predicted banks will dominate the margin lending market within three years....

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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 4 weeks ago

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

5 months ago

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

2 weeks 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 5 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 3 days ago