Wednesday, September 19, 2018
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NAB nixes ‘wealth’ in leadership shuffle

Changes to the bank’s executive team lead to abandonment of the term ‘wealth management’, amid reputational damage control.

CFPs wait nervously for FASEA ruling

FASEA signed a memorandum of understanding with TEQSA in April and has held discussions about recognition of qualifications but the fate of the FPA’s CFP program is unknown.

Many advisers are planning to fail: research

As long as revenue keeps rolling in, advisers think everything is going to be fine, new data shows – but the truth may well be different.

TAL’s covert surveillance revealed at Hayne inquiry

The insurer hired a private investigator and used medical professionals to find evidence that would allow it to discontinue an expensive claim.

Time to call yourself an adviser

If you’re calling yourself a financial planner, it’s possible you’re selling yourself short and clients will be less likely to open up to you.

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