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Financial planning
BTFG’s contributions to Westpac has declined by four per cent to $876 million in cash earnings thanks to weak results in wealth in a challenging environment. ...
Financial planning
ANZ, NAB, CBA, Westpac and AMP licensees have paid around $23.7 million in refunds for fees charged without the actual provision of advice, with the refund total likely t...
News
Despite the negative publicity around the banking inquiry, bank customer satisfaction improved in September, Roy Morgan Research found....
Financial planning
Customer advocacy ratings show that the big banks have failed to maintain stability when it comes to customer satisfaction and loyalty....
Financial planning
ASIC has banned former BTFG financial adviser, Michael Mahoney, from providing financial services for four years for misleading and deceptive conduct when providing insur...
Financial planning
Westpac has refunded $9.2 million to affected clients after failing to waive bank account fees on its branded savings and transaction accounts....
Financial planning
New findings from Westpac show that the youngest adult generation willingly spend money on expensive international ATM fees....
Funds management
Customer satisfaction with the big four banks has declined in five out of the last six months and is now 1.9 percentage points below last July....
Policy & Regulation
Former St George, Westpac and CBA executive, Peter Clare, will join the board at fintech company, Rubik Financial Limited....
Financial planning
NAB and Westpac may have made the best strategic call by keeping their wealth management businesses as separate entities, according to an academic analysis....
Funds management
BTFG’s funds management business’s balance sheet is feeling the impact of the group’s partial sale of BTIM, with cash earning down seven per cent....
Financial planning
While Aussie students are thinking about investments many are having trouble managing their finances, according to Westpac....
Policy & Regulation
Westpac will pay $1 million to support financial counselling and literacy initiatives, for failing to comply with its responsible lending practices....
Financial planning
Westpac responds to new liquidity requirements with a rise in interest rates and a $3.5 billion capital raising....
People & Products
Mark Fisher is confirmed as Securitor MD after acting in the role for seven months....
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Podcast
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...