COMMONWEALTH BANK

Financial planning

ANZ this week announced the issue of ANZ Capital Notes to raise $750 million, with the ability to increase or decrease the size of the offer....

Editorial

Asset allocation is typically sold as a simple stocks-versus-bonds split, but there is much more to it than that if you want an effective result. Bhanu Singh points to a ...

Financial planning

The Federal Court has given ASIC the green light to pursue Storm founders in court over the failure of the dealer group. ...

Financial planning

Banking and financial institutions have drawn over 48,000 new Facebook fans on average since February - but still figure the worst in engagement when it comes to other in...

Superannuation

SMSF administration software provider BGL Corporate Solutions has announced the release of a Bank Data service that will attach to its Simple Fund and Simple Fund 360 ser...

Financial planning

Westpac has reached its self-appointed target of boosting females in senior leadership positions to 40 per cent, according to WGEA....

Financial planning

Half of former Whittaker Macnaught advisers have set up their own practices under CBA-owned Financial Wisdom, while Eureka and MSI Taylor are picking up the rest of the b...

Editorial

Many financial planning clients remain decidedly cautious, with many clinging to cash and cash-like investments given the current market volatility. A Money Management ro...

Funds management

Masterfunds have continued to grow in size, ending the year to March 31 with nearly half a trillion dollars in funds under management (FUM). ...

Financial planning

Daily media coverage of the events leading up to the CFP enforceable undertaking generates moves for another Parliamentary inquiry....

Superannuation

Westpac, Commbank and The Benevolent Society team to launch bond aimed at addressing social benefit issues....

Superannuation

CBA and CFS have rolled out a simple superannuation product which targets the unadvised Gen Y market. ...

Funds management

The retail managed funds sector has grown 4.5 per cent in the March quarter; however the “sell in May and go away” syndrome may plague Australian markets later this year....

Editorial

Do direct investors need protection from themselves? Jonathan Ramsay argues taking into account the fundamentals of underlying investments will pay off better than going ...

Financial planning

Financial planning dealer group WB Financial will soon dissolve and fold into the Commonwealth Bank-owned Financial Wisdom. ...

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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 6 days ago

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

2 weeks 1 day 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 6 days ago
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