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Financial planning
NAB has responded to ASIC concerns about the bank’s distribution of unsolicited American Express cards to NAB Qantas Gold customers....
Financial planning
While AXA’s North products have attracted significant inflows over the past 12 months, Mike Taylor writes that the platforms and wraps industry continues to be dominated ...
Superannuation
Platforms have emerged as the major beneficiaries of the growth in self-managed superannuation funds (SMSFs), according to data collected by specialist superannuation cle...
Funds management
Noting an uptick in retail investor sentiment towards property, NAB has launched its first property trust in two years....
Financial planning
CoreData research has confirmed that the major banks are dominating the mortgage market, with Westpac and Commonwealth Bank holding 48.9 per cent of all outstanding resid...
Financial planning
Moustafa Fahour and two senior investment advisers from NAB will establish blue-ribbon services for ultra high-net-worth clients of Macquarie....
Financial planning
NAB has completed its acquisition of 80.1 per cent of Goldman Sachs JBWere's private wealth management business....
Superannuation
A survey of SMSFs administered by Multiport reveals a dramatic move to Australian equities away from cash....
Financial planning
NAB may have reported a significant profit decline but it continues to grow its wealth management business....
Financial planning
Some financial planning companies and dealer groups may have opted to develop their own planning software, but Money Management research reveals this is proving no threat...
Financial planning
Despite dealer groups developing their own software, major software companies control over half the market....
Financial planning
Proposed acquisition to increase NAB's share of mortgage market by less than 1 per cent....
Financial planning
New Watson Wyatt research reveals Australian investment managers were among the hardest hit by the GFC....
Financial planning
Despite the big four banks consistently rating among the lowest across all three banking categories, 76 per cent of bank customers said they had no plans to switch to ano...
Financial planning
National Australia Bank has completed its acquisition of Aviva, but it is business as usual for Aviva Investors in Australia....
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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...