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Financial planning
Westpac finishes year with solid profit and acknowledging contribution of BT and an efficient cross-sell....
People & Products
Former National Australia Bank (NAB) financial planning executive Jonathan Ayres has moved to the newly established Bank of Melbourne to head up its private division....
Editorial
East & Partners and Daymark Public Relations have launched the Bank Reputation Index, which seeks to rank the reputation of Australia banks among customers....
Financial planning
Almost 90 per cent of fixed rate home loans have fallen since August 1 with some fixed rates now available under the 6 per cent mark, according to research by financial c...
Financial planning
BT Financial Group is seeing results from a drive to increase the proportion of its high net worth banking customers who also use the group for their wealth management ne...
Financial planning
Westpac has launched its first virtual financial planning service, which would allow customers in remote locations to gain access to Sydney-based financial planners via a...
Financial planning
The probability of launching a financial product and having it be unsuccessful is higher than it has been in the past, meaning providers need to shift their focus more to...
People & Products
BNP Paribas Securities Services appoints Barry Dench to head New Zealand business succeeding Hugh Stevens....
Financial planning
Financial planning practices looking to expand are finding it increasingly difficult to source funding, as banks tighten their lending criteria amid economic and regulato...
Financial planning
Westpac has reported a solid third quarter, assisted by the biggest increase in wealth cross-sell of the major banks....
Financial planning
BT Financial Group has announced a restructure driven by a desire to earn more of Westpac customers’ superannuation, investment, advice and insurance business as a result...
Financial planning
Unified Healthcare Group has announced a new technology with the potential to reduce the cycle time for the collection of medical reports for applications submitted by pl...
Editorial
Stephen Hart examines the rising cost of living and ways to protect clients against a rise in both the consumer price index (CPI) and its volatility....
People & Products
Wealth management group Equiti Private Wealth has appointed a new head of advisory in response to growth and demand for its services....
People & Products
Australian Unity Investments (AUI) has created a new position within its business development team, appointing Simon Reed as national adviser solutions manager....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...