EXECUTIVE GENERAL MANAGER

Financial planning

Financial Planning rolled into new division....

Financial planning

CommBank’s Agri Indicators Report released....

Financial planning

Bank secures 50 per cent stake in asset finance group...

Financial planning

Consensus is for continuing strong returns....

Financial planning

Senior executive to take up outside role....

Financial planning

Suncorp appoints Lam in wake of defections....

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Financial planning

New bank service launched exclusively for the Australian financial planning industry....

Financial planning

Financial planning and software provider IWL and compliance and training consultancy Adviser Solutions have entered a business alliance to promote their services to clien...

Life/Risk

Offering advice on insurance products is to be made easier following the adoption of standards by leading providers of life risk products....

Financial planning

While the planning software market appears to have settled down into something akin to trench warfare, there are still some players making forays into open territory....

Financial planning

The NAB has released a lending product designed to allow borrowers to use equity, typically in their home, to create additional income streams through other investments....

Financial planning

Financial planning software providers VisiPlan and Coin have jointly released a set of standards for use in the development of interfaces between platforms and front-end ...

Financial planning

Provider of wealth management software IWL has confirmed Boss Software International’s decision to overhaul its products was a main driver of its purchase of the risk sof...

Financial planning

Trust Company has outsourced the management of its self-managed accounts business to specialist manager Next Financial....

Financial planning

AXA Australia has re-signed with IWL Limited for the supply of its financial planning software program VisiPlan over the next three years....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

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

4 months 2 weeks ago

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

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 16 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 19 hours ago