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Financial Planning

CBA to refund dead customers, grandfathered commissions

JAMIE WILLIAMSON  |  TUESDAY, 9 OCT 2018
Commonwealth Bank will refund unauthorised advice fees charged to dead customers and rebate all grandfathered commissions charged to clients of Commonwealth Financial Planning.

Mason Stevens launches global equity SMA

KARREN VERGARA  |  MONDAY, 8 OCT 2018
Mason Stevens has launched a global equity separately managed account within its investment and administration service.

Netwealth releases adviser toolkit

KANIKA SOOD  |  FRIDAY, 5 OCT 2018
Netwealth has launched a free open-source toolkit that wealth management businesses can leverage for innovation workshops in their offices.

The goals-based opportunity

JAMIE WILLIAMSON  |  FRIDAY, 5 OCT 2018
Only 30% of Australians know what their goals in life are, revealing a significant opportunity for financial advisers using a goals-based approach.

CBA fires up over Dollarmites criticism

HARRISON WORLEY  |  FRIDAY, 5 OCT 2018
Commonwealth Bank has responded to widespread criticism of its longstanding Dollarmites program.

Zurich launches new adviser portal

KANIKA SOOD  |  FRIDAY, 5 OCT 2018
Zurich is phasing out its desktop quoting software ZXpress and ZLife platform to make way for a more efficient online portal for advisers.

FPA award finalists named

JAMIE WILLIAMSON  |  THURSDAY, 4 OCT 2018
The Financial Planning Association of Australia announced the 2018 finalists for its suite of awards, to be presented at its annual Professionals Congress in November.

Half of Australians don't have a will

KANIKA SOOD  |  THURSDAY, 4 OCT 2018
About 10 million Australians haven't put together a will and run the risk of having their assets divided by the state, new research has found.

BTFG to boost managed account capability

JAMIE WILLIAMSON  |  WEDNESDAY, 3 OCT 2018
Interest in managed account solutions is booming with BT Financial Group making significant gains in the space, and preparing to capitalise with the launch of 30 new products.

Royal Commission interim report flawed

JAMIE WILLIAMSON  |  WEDNESDAY, 3 OCT 2018
Commissioner Kenneth Hayne's interim report lacks understanding of financial advice and appears to have ignored submissions on the issues raised throughout the Royal Commission.