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Financial planning
The CBA will require its aligned advisers and licensees to hold qualifications in planning-related disciplines as part of its move towards higher education standards. ...
Financial planning
CBA is on the verge of losing the top spot for customer satisfaction, months after calls for a Royal Commission into its two of its planning businesses, a snapshot shows....
Editorial
Financial planners gave mixed reactions to reports that a company related to real estate icon, Ray White, would be venturing into the financial planning space but is the ...
Financial planning
Drawing out unethical behaviour within the planning industry hinges on frameworks to support whistleblowers, who are largely dispirited under current governance structure...
Financial planning
More than 4000 customers of the CBA's planning businesses have registered for a review of the financial advice they received following the launch of the Open Advice Revie...
Financial planning
Commonwealth Bank of Australia consumers who have not claimed funds left on expired Travel Money Cards within 12 months of the expiry will no longer forfeit the cash to t...
Policy & Regulation
Legislation enshrining the Government’s FOFA reforms should be delayed until after the FSI’s final report is issued, Labor believes....
Financial planning
The FSI will not change anything and the status quo will be maintained, according to a finance/insurance broker....
Superannuation
Funds under management and advice with retail and superannuation funds surpassing the $1 trillion mark in the year to June 2014, research from DEXX&R reveals....
Editorial
The major institutions are right to take the lead on lifting educational standards in the financial planning space....
Editorial
While ASIC continues to press for more powers with respect to bank management staff and product design, Mike Taylor writes that the real answer lies in successfully separ...
Financial planning
The Commonwealth Bank has used its second FSI submission to back a US-style approach to the implementation of a natioanl register of financial planners....
Financial planning
FOS implements its ‘significant event response plan’ as it prepares for significant numbers of related disputes from scandals linked to the planning arms of CBA and Macqu...
Financial planning
Efforts by the Commonwealth Bank, AMP and NAB/MLC to lift planners’ educational and ethical standards have been lauded by the FPA as evidence its drive towards industry p...
Financial planning
The Commonwealth Bank has moved to inject plaintiff law firms into its advice review processes....
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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?...