WESTPAC

Funds management

Funds under management/advice (FUM/A) for the combined retail and wholesale market dropped by 8 per cent in the 12 months to 31 December 2011, according to DEXX&R....

Life/Risk

The risk insurance industry has defied all odds and continued to experience strong growth amid economic uncertainty. However, that is not to say the sector has managed to...

Financial planning

Customer satisfaction among Australian banks has grown to its highest level in the past 16 years, but sentiment among business customers still lags behind that of persona...

Financial planning

Customer satisfaction among Australian banks has grown to its highest level in the past 16 years, but sentiment among business customers still lags behind that of persona...

Financial planning

A scaling back of the services offered in Australia by S&P Capital IQ could be a symptom of an overcrowded market undergoing a rationalisation - but more consolidation co...

Financial planning

A scaling back of the services offered in Australia by S&P Capital IQ could be a symptom of an overcrowded market undergoing a rationalisation - but more consolidation co...

Financial planning

Westpac still in good shape despite experiencing a tough December quarter....

Financial planning

Westpac still in good shape despite experiencing a tough December quarter....

Financial planning

Satisfaction levels in relation to the consumer banking industry reached a 15-year high in December 2011, according to new data from Roy Morgan Research....

Financial planning

Satisfaction levels in relation to the consumer banking industry reached a 15-year high in December 2011, according to new data from Roy Morgan Research....

Superannuation

Colonial First State's radical revamp of its FirstChoice platform had the ambitious goal of putting an end to the "fruitless debate" surrounding the fees charged by indus...

Financial planning

If Industry Super Network has ended 2011 as the industry's big winner, it came at the expense of the financial planning industry....

Financial planning

Australian financial planners and their clients have had to live with higher than normal levels of market volatility for much of the past three years as both a consequenc...

Superannuation

In a move to offer alternative investment options for retirement, Westpac has launched a range of term deposit products in what the bank sees as a growing market....

Financial planning

Westpac has restructured its divisions and recruited a key executive, Brian Hartzer, from Royal Bank of Scotland....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago
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