Search Results | Showing 71 - 80 of 368 results for %22NAB Financial Planning%22 |
| | | ... 304,000 customers has been closed. "We have also agreed on a remediation methodology with ASIC that will see NAB Financial Planning refund adviser service fees to those customers who didn't get the services they paid for. That is starting this week ... |
| | | | ... considered," CBA Wealth Management chief operating officer Michael Venter said. NAB has also announced that NAB Financial Planning and NAB Direct Advice advisers will no longer accept grandfathered commissions from NAB Wealth super and investment product ... |
| | | | ... the advisers aligned with Commonwealth Bank are female and women make up 26% of the advisers linked with both Westpac and NAB. Women account for more than one-third of advisers at Aon Hewitt coming, topping the list at 34%. Close behind are the National ... |
| | | | ... businesses who embrace the challenge of embedding compliance, risk, ethics and governance in their organisation." Westpac, NAB, ANZ, AMP, Commonwealth Bank, AIA and Thomson Reuters are principle members of the institute. Elders has just joined IOOF as ... |
| | | | ... Overall, remediation for impacted customers is expected to exceed $850m. Earlier this week, NAB announced NAB Financial Planning (FP) and NAB Direct Advice will no longer accept grandfathered commissions from NAB Wealth superannuation and investment ... |
| | | | ... He's was also the former chief executive of the Financial Markets Authority in New Zealand, and held leadership positions at NAB, ANZ and law firm Herbert Geer & Rundle (now Thompson Geer). Hughes previously worked at ASIC between 2008 and 2010 as ... |
| | | | ... the financial services industry and consumers on its oversight of fees for no service remediation, ASIC said AMP, ANZ, CBA, NAB and Westpac have now paid or offered customers $222.3 million in refunds and interest for failing to provide advice while ... |
| | | | ... of advised clients bank with Commonwealth Bank (34.6%), which is significantly more than ANZ (23.9%), Westpac (23.4%) and NAB (20.7%). While they don't necessarily use their bank for financial advice, Roy Morgan notes that the continuing trend of banks ... |
| | | | ... still producing "100-page doorstops" that contribute to a lack of client engagement and understanding. A recent survey from NAB and Investment Trends found financial advisers using managed accounts save an average of 12.4 hours per week on portfolio ... |
| | | | ... separately. CBA will however retain Commonwealth Financial Planning which will sit within the retail banking services division. NAB announced in early May it will sell off MLC Advice, along with its platform, superannuation and asset management units. ... |
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