WESTPAC
Funds management
Westpac backs superannuation fund investment in infrastructure and points to delivery of annuity-type returns....
Editorial
The recognition of women in the financial services sector reached new heights this year with the launch of a number of dedicated award schemes and programs....
Financial planning
The Federal Government has appointed outgoing AMP CEO Craig Dunn to the financial system inquiry panel, along with others from the business and academic community....
People & Products
National Australia Bank has signed senior ANZ executive Justin Greiner as chief executive officer of its broking business JBWere....
Funds management
Funds under management and advice (FUM/A) held in retail and wholesale managed funds shot up by 16.4 per cent to $953 billion in the 12 months to September....
Financial planning
The big four banks are closing the gap with the smaller banks on consumer satisfaction levels, recording a 79.6 per cent satisfaction score....
Editorial
BT Financial Group has won Employer of the Year in Money Management/Super Review’s inaugural Women in Financial Services Awards 2013. ...
Financial planning
A South Australian mortgage broker has been convicted after he pleaded guilty to providing misleading home loan appraisal letters to Westpac. ...
Financial planning
A South Australian mortgage broker has pleaded guilty to five charges of giving false or misleading information on home loan applications worth over $500,000....
Funds management
Declining satisfaction with relationship managers is hampering overall satisfaction with the four major banks.Declining satisfaction with relationship managers is hamperi...
Funds management
BTIM has invested in a product development team to think specifically about tapping into different client segments, including the SMSF market, according to managing direc...
Financial planning
Australian Ethical announces investment in social benefit bond established for Benevolent Society. ...
Funds management
The major four banks have hit an 18-year high in personal customer satisfaction levels, with the Commonwealth Bank reporting the highest proportion of customers in the ‘v...
People & Products
BT Investment Management has named a new chairman as Brian Scullin announces his retirement....
Funds management
Zenith Investment Partners has observed significant progress by multi-managers in the areas of investment implementation and risk management as part of its latest diversi...
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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...