COMMONWEALTH BANK

Financial planning

Despite posting consistently higher satisfaction ratings than its big four counterparts, Westpac has reported the lowest overall reputation score among business customers...

Funds management

The retail funds management sector grew by 14.7 per cent to $471.7 billion in 2012, according to Plan for Life....

Financial planning

In this market, it’s wise to explore investment solutions that both deliver yield and reduce exposure to risk. Gain access to innovative approaches in identifying opportu...

Financial planning

Storm investors who will receive the $82.5 million settlement from Macquarie Bank will have to acknowledge that the bank did nothing wrong....

Financial planning

Traditional planning processes often fail to take into account the psychology and specific needs of women, according to CBA executive general manager of advice, Marianne ...

Financial planning

Banks and financial institutions figure the poorest when it comes to engagement from their Facebook fans, according to the latest report from The Online Circle....

Financial planning

National Australia Bank (NAB) has ranked first as the safest bank in Australasia and number 16 in the world, the latest report from Global Finance states....

People & Products

Zurich Financial Services has bolstered its life and investments team with two strategic appointments....

Superannuation

The benefit of franking credits in an SMSF cannot be underestimated, especially when the fund is in pension phase, writes Graeme Colley. ...

Funds management

First State Investments will soon measure the impact of environmental, social and governance (ESG) issues on its portfolios, says global head of responsible investment Wi...

Financial planning

FirstChoice is well-known for the value for money it offers you and your clients....

Editorial

Some of the key assumptions about share market investing are deeply flawed and merit robust re-examination, writes Schroders’ Martin Conlon....

Superannuation

Lisa Harrison has joined Suncorp Life as executive general manager customer distribution....

Financial planning

Satisfaction among business banking customers has slipped again over the month of December, falling further below that of personal customers, the latest Roy Morgan Resear...

Financial planning

The news that ANZ licensee RI Advice plans to voluntarily disclose commissions in its annual fee disclosure statements has put the spotlight on other dealer groups' plans...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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
moneymanagement logo