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Financial planning
Two large banks have told the PJC that they do not impose sales targets on their financial planners, but revenue targets and adviser bonus structures are still in place....
Financial planning
Westpac most recommended by business customers, while Commbank and NAB hold the consumer space....
Financial planning
Financial planning software company IRESS is continuing its market domination, with new figures showing it now holds 50 per cent of the planner market. ...
Financial planning
ANZ this week announced the issue of ANZ Capital Notes to raise $750 million, with the ability to increase or decrease the size of the offer....
Financial planning
NAB and BNY Mellon extend the reach of their long-standing custody relationship....
Financial planning
Banking and financial institutions have drawn over 48,000 new Facebook fans on average since February - but still figure the worst in engagement when it comes to other in...
Superannuation
SMSF administration software provider BGL Corporate Solutions has announced the release of a Bank Data service that will attach to its Simple Fund and Simple Fund 360 ser...
Funds management
Masterfunds have continued to grow in size, ending the year to March 31 with nearly half a trillion dollars in funds under management (FUM). ...
Funds management
The retail managed funds sector has grown 4.5 per cent in the March quarter; however the “sell in May and go away” syndrome may plague Australian markets later this year....
Financial planning
More than 17 per cent of Australians unable to access banking, credit or insurance products...
Financial planning
Former ACCC chairman Graeme Samuel will headline Money Management’s Platforms and Wraps conference, which is focused on competition....
People & Products
The former managing director of National Australia Bank (NAB) dealer group Apogee Financial Planning, Wayne Handley, has launched a new risk-focused group, Bombora Advice...
Editorial
NAB half-year result better than solid, but wealth division report points to departure of under-performing planners....
Financial planning
Despite posting consistently higher satisfaction ratings than its big four counterparts, Westpac has reported the lowest overall reputation score among business customers...
Funds management
The retail funds management sector grew by 14.7 per cent to $471.7 billion in 2012, according to Plan for Life....
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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...