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Financial planning
National Australia Bank has paid out over $32 million in customer remediation as at 30 June, 2019, part of total $119m paid out by Australia’s five largest banks. ...
People & Products
Integral Private Wealth will open a Queensland office, led by former Westpac adviser Marc Smith and joined by Patrick Duke....
People & Products
Westpac has hired Guilherme Lima as chief executive of its new restructured Business division, to start later this year. ...
People & Products
Former Australian Securities and Investments Commission deputy chair Peter Kell is joining a panel on licensee reporting set up by Adviser Ratings....
People & Products
Bank of Queensland has named Westpac executive, George Frazis as its new chief executive....
Financial planning
Customer satisfaction among the big four banks is improving for the first time since the Royal Commission, according to Roy Morgan research....
Funds management
The banks were some of the biggest winners in the post-Federal Election share market rise last week, and data from FE Analytics shows which funds were best positioned to ...
Financial planning
Westpac’s advice business was a loss-maker and the big banking group is already estimating the dollar benefits of divestment....
Financial planning
Westpac has taken a 24 per cent hit to its first-half profit as it continues to accommodate hefty remediation costs and the exit of its financial planning businesses....
Financial planning
Westpac has announced its first half cash earnings will be reduced by $357 million to account for provisions for remediation associated with authorised representatives in...
Financial planning
Westpac has appointed Ashley Stewart as acting general manager of advice to lead the transformation of the bank’s advice business....
Features
Two of the major banks may have exited their wealth businesses and two more may be on their way out, but Mike Taylor writes that they have astutely kept the sweetest mors...
Financial planning
Viridian is promising migrating BT Magnitude and Securitor planners it wants to keep the BTGL community together but under a new license with no legacy issues....
Financial planning
Wesptac has outlined a strategy which will see it exiting personal advice by salaried and aligned planners by September, this year....
Financial planning
Small businesses are delaying hiring and investment decisions until after the federal election, new research from Westpac has revealed. ...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...