COMMONWEALTH BANK
People & Products
CBA’s Patricia Montague to join AMP Financial Services overseeing superannuation and retirement products...
Financial planning
A recent Storm Financial settlement caused quite a bit of controversy and resulted in an appeal from the regulator. Milana Pokrajac finds many in the legal community deem...
Financial planning
Industry body Boutique Financial Planners has called for clear disclosure of licensee ownership after Roy Morgan research revealed a large percentage of consumers were no...
Financial planning
Industry Super Network chief executive David Whiteley will find himself pitted against some of the financial planning industry's key executives at a Money Management/Asso...
Financial planning
Latest research shows up to half of clients using bank-aligned financial planners think their adviser is ‘independent’....
Financial planning
While recent media reports have painted a less than flattering picture of its former culture, it is important to recognise that Commonwealth Financial Planning has come a...
Top 100
Many financial planning businesses have had to put their growth plans and other projects on hold while preparing for FOFA. Milana Pokrajac looks at opportunities lost....
Financial planning
Westpac most recommended by business customers, while Commbank and NAB hold the consumer space....
Editorial
Due to the wave of change ripping through the financial services industry, law firms specialising in this sector will be fighting for your business. Leanne Mezrani points...
Financial planning
Planner satisfaction with platforms has reached the highest level recorded in 10 years, according to findings from the Investment Trends 2013 Planner Technology Report....
Life/Risk
ASIC continues to focus on the claims made by financial services providers in advertising, with Woolworths set to change its advertisements for car insurance after the re...
Funds management
The Commonwealth Bank and HSBC have changed their advertising for certain structured products aimed at retail investors after ASIC deemed them potentially misleading. ...
Funds management
New research suggests the Commonwealth Bank not only commands most market share with respect to professional services banking but also gets the boss’s banking business. ...
Editorial
When Commonwealth Financial Planning was subjected to an enforceable undertaking imposed by ASIC in 2011, it was the subject of a good deal of media coverage in Money Man...
Editorial
Responsible investment hasn’t exactly taken off in the planner space despite the advent of cheaper products and easier access. Bela Moore reports. ...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...