COMMONWEALTH BANK

Superannuation

Linda Elkins has been named Superannuation Executive of the Year in Money Management/Super Review’s Women in Financial Services Awards 2013. ...

Financial planning

The Commonwealth Bank is calling for the introduction of a financial planner passport scheme, similar to the one operating in the United States. ...

Superannuation

Incoming First State Super chairman Neil Cochrane admits resigning multiple positions to remove conflicts of interest....

Financial planning

Money Management and Super Review reveal the finalists in the last two categories of the inaugural Women in Financial Services Awards....

Funds management

CBA will sell its office property fund to Australian manager and Canadian pension fund....

Editorial

Commbank’s quarterly update reveals solid earnings backed by improving markets....

Funds management

Declining satisfaction with relationship managers is hampering overall satisfaction with the four major banks.Declining satisfaction with relationship managers is hamperi...

Financial planning

The wealth management industry should not only embrace digital technology but redesign its business model around the connected customer, according to a research paper....

Editorial

There is a good source of income from equities that even some savvy investors are missing out on, writes Matt Olsen....

Editorial

Mike Taylor writes that the FPA’s referral arrangement with big industry fund Cbus represents yet another indicator that, having lost the war prosecuted by the industry f...

Financial planning

Australian Ethical announces investment in social benefit bond established for Benevolent Society. ...

Funds management

The major four banks have hit an 18-year high in personal customer satisfaction levels, with the Commonwealth Bank reporting the highest proportion of customers in the ‘v...

Editorial

There are suggestions that ASIC may have concerns about “transition” and “retention” payments made to financial planning principals, and as Mike Taylor reports, perceptio...

Financial planning

ASIC is aware of the payment of sign-on bonuses but has yet to signal any specific action. ...

Financial planning

Commonwealth Bank-owned SuperTrace becomes one of the earliest ERFs to have its authorisation confirmed under new legislation. ...

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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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