CBA

Accounting

While most accounting firms expect revenue from wealth management in FY16, mid-sized firms are more confident in the area compared to large firms, research reveals....

Financial planning

A forensic investigation has identified 17 more CBA planners requiring investigation and possible client compensation....

Funds management

The Commonwealth Bank of Australia is partnering with the University of NSW to develop a $1.6 million cyber-security education centre....

Financial planning

CBA launches a program to educate its employed financial planners on women’s unique financial needs, as well as promote financial planning as a profession for women. ...

Life/Risk

CBA will be the Australian Technology Park’s anchor tenant, following the successful acquisition of the site by Mirvac, AMP Capital and Sunsuper....

Financial planning

Regulatory reform is needed to enable the planning industry to develop of a wider range of retirement income products to address longevity risk, the CBA believes....

Financial planning

The Commonwealth Bank has backed the banning of two of its former CFPL advisers and claims credit for identifying the problems and cooperating in the outcome....

Financial planning

Almost one-in-five CBA clients who have had their advice assessed by the bank’s Open Advice Review program have either rejected or not responded to the assessment....

Financial planning

The Commonwealth Bank of Australia is outshining the other Big Four banks when it comes to customer satisfaction, Roy Morgan Research reveals....

People & Products

In an announcement that surprised many, UniSuper announced senior Commbank executive, Nicolette Rubinsztein, would join its board....

Funds management

CBA have launched a new online portal which allows SMSF trustees to manage their compliance and reporting duties as well as a complete view of assets and liabilities with...

Financial planning

A strong Commbank result has been clouded by a profit decline in its Wealth Management business flowing from its advice remediation and compliance costs....

Top 100

AMP and the big four control even less of the wider market than first revealed by Money Management and far short of the 80 per cent ownership figure often spoken about in...

Financial planning

The FSC-CBA Older Workers report showed age discrimination in the workplace had reduced in Australia, which was heartening given the longevity issues Australia faced. ...

Financial planning

Banking consumer satisfaction levels have hit a 20-year high, with the Commonwealth Bank of Australia number one among the Big Four institutions....

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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 week 4 days ago

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

1 month ago

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

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

4 days 2 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks ago
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