WESTPAC

Financial planning

Non-aligned advisers make up one in every two planners, according to the 2015 Top 100 research conducted by Money Management....

Superannuation

The ISA has renewed claims that planners are extracting commissions of as much as $2.6 billion a year as part of its defence of default super arrangements. ...

Financial planning

After withdrawing over $113,000 from ATMs under eight false credit cards Westpac home finance manager Ravinesh Singh was banned from ever providing financial services by ...

People & Products

Financial planning firm, Anne Street Partners (ASP), has appointed former St George Financial Planning executive, Jason Dunn, to the role of head of strategy and advice w...

Financial planning

BT Financial Group affected by changes to Westpac CEO reporting lines....

Life/Risk

A recent court case sheds light on the details advisers need to consider when replacing an insurance policy, Col Fullagar writes. ...

Financial planning

Westpac will sell five of its Pacific Island banking operations as it focuses on Fiji and Papua New Guinea....

Funds management

BT Financial Group has realigned its internal investment management teams within a single business unit and has moved Advance Asset Management head Patrick Farrell into t...

Financial planning

Westpac chief executive Gail Kelly is stepping down after eight years at the helm, to be replaced by the bank’s head of wealth....

Financial planning

Westpac reports $7.561 billion full-year profit with solid contribution from BTFG....

Financial planning

CBA is on the verge of losing the top spot for customer satisfaction, months after calls for a Royal Commission into its two of its planning businesses, a snapshot shows....

Policy & Regulation

Legislation enshrining the Government’s FOFA reforms should be delayed until after the FSI’s final report is issued, Labor believes....

Financial planning

Westpac and NAB have paid penalties for misleading consumers, ASIC has revealed....

Financial planning

More Australian millennials trust financial service providers than those around the world, but few have seen retirement products targeted at them, an international study ...

Financial planning

Westpac has recruited internally to promote a 15-year veteran to the GM Global Transaction Service role....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months 1 week ago

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

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 6 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 weeks 2 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 days 19 hours ago