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Financial planning
The Commonwealth Bank will roll out IRESS to all its planning licensees and advice divisions....
People & Products
Suncorp Life promotes Andrew Mair to head distribution....
Financial planning
A quarter of the generation Y group prefer going to friends and family for financial advice than professionals. ...
People & Products
MLC has promoted Kathy Vincent to the role of general manager, retail wealth platforms. ...
Financial planning
A former NAB executive will launch an online entry level advisory service aimed at consumers who do not require comprehensive advice or fall outside typical the client ty...
Financial planning
Despite improving wealth, Generation Y is the most likely to suffer from financial stress, according to a study. ...
Financial planning
Mortgage Choice appoints MLC’s John Flavell as its new CEO....
Life/Risk
Jordan Hawke departs Suncorp Life prompting search for replacement ...
People & Products
Bank of Queensland (BOQ) has appointed Jon Sutton as managing director and chief executive officer, effective immediately....
Financial planning
The changing financial services landscape looks promising for job growth, particularly in the risk area where prospective employees can cash in on tighter regulations. ...
Financial planning
Investment technology group OneVue has signed a five year contract to provide a badged platform to online investment and research service the Eureka Report....
Financial planning
Industry public offer fund Sunsuper and the Financial Planning Association (FPA) have announced they have agreed to a national referral program....
People & Products
High profile banker, Jason Murray, has taken on the role of General Manager of NAB’s NSW Private Wealth division. ...
Awards
In what has been a year full of new regulations and reforms in the super industry, Money Management and Super Review has recognised Equip’s Danielle Press as Superannuati...
Financial planning
The CBA will require its aligned advisers and licensees to hold qualifications in planning-related disciplines as part of its move towards higher education standards. ...
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MARKET INSIGHTS
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...