COMMONWEALTH BANK

Financial planning

ANZ has agreed to send out gift cards to income protection insurance customers after ASIC concerns....

Financial planning

ASIC cancels licence of CBA-purchased planning group nine months after deal concluded. ...

Financial planning

The head of the Commonwealth Bank has denied poor organisational culture is to blame for the events that led to a number of its planners being banned by the industry’s re...

Funds management

After five years of negative quarterly cash flows, retail FUM appear to be gaining momentum – recording growth for the third consecutive quarter....

Editorial

As we enter the post-global financial crisis era, investor confidence is returning and interest rates are staying at record lows. But has the lustre worn off term deposit...

Editorial

Smart beta is a term many advisers will have read about and many may already invest in smart beta products on behalf of their clients, but there is more to it than many a...

People & Products

Swiss Re senior executive Helen Troup named as incoming CommInsure executive general manager ...

Financial planning

ANZ has retained its title as Australia’s most valuable banking brand in a year that saw lower ranked institutions such as BT Financial Group increase their standing expo...

Financial planning

Law firm Gadens appoints Anthony Walsh as Banking and Finance partner....

Financial planning

Fifty years to the day after joining the Commonwealth Bank, Barry Lambert ends his involvement with Count Financial....

Financial planning

Senate committee tasked with working through more than 400 submissions in review of ASIC....

Editorial

The recognition of women in the financial services sector reached new heights this year with the launch of a number of dedicated award schemes and programs....

Financial planning

Consumer-dominated submissions reflect lack of confidence in watchdog. ...

Funds management

Funds under management and advice (FUM/A) held in retail and wholesale managed funds shot up by 16.4 per cent to $953 billion in the 12 months to September....

Financial planning

The big four banks are closing the gap with the smaller banks on consumer satisfaction levels, recording a 79.6 per cent satisfaction score....

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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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