COMMONWEALTH BANK

Financial planning

The Commonwealth Bank has moved to inject plaintiff law firms into its advice review processes....

Financial planning

NAB/MLC has joined the push to lift planner education standards....

Editorial

Mike Taylor writes that the Commonwealth Bank’s results announcement and its continued standing in the eyes of consumers suggests its financial planning woes have represe...

Financial planning

Countplus signals targeting of underpeforming member firms and possible restructuring....

Financial planning

Australian customers have little loyalty to their bank, with most splitting their investments and products across four or more financial institutions, a survey shows. ...

Editorial

NAB’s third quarter update points to healthier wealth management result but challenges in its UK operations....

Financial planning

Commbank Wealth Management head, Annabel Spring says the group will remain focused on its existing strategy....

Financial planning

As consumers get savvier and more sceptical of financial advice, advisers have to fight harder than ever to justify their value proposition, but the smarter ones still ha...

Top 100

Wide variations in the number of financial planners reported to be operating in the industry has been a feature of the sector for some years but, as Jason Spits writes, a...

Top 100

In the wake of recent industry-wide change financial planning numbers appear to have moved little, according to data collected for the Money Management Top 100 Dealer Gro...

People & Products

Bank of Queensland (BOQ) managing director and chief executive officer Stuart Grimshaw has resigned...

Editorial

The Commonwealth Bank has delivered a solid full-year result with its financial planning troubles making little impact in terms of comments or provisioning....

Financial planning

A register of financial advisers with their qualifications and experience will not be enough to determine whether they are trustworthy financial planners or not, accordin...

Financial planning

Planner loyalty to platforms is being tested by fees and the freedom for planners to choose their own platform with two banks continuing to dominate the space...

Financial planning

A former Clinton Administration adviser will be part of the independent expert panel reviewing Commonwealth Bank’s Open Advice Review program....

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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 month 3 weeks ago

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

2 months 3 weeks ago

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

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago
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