COMMONWEALTH BANK

People & Products

Maria Lykouras has been appointed general manager advice licensee services of Commonwealth Bank's wealth management business....

Funds management

The retail housing market remained flat during the August quarter, but the number of properties for sale continues to outweigh the number of new home loans....

Financial planning

With dealer groups looking to service untapped markets, rural and regional Australia could represent a perfect growth opportunity for financial planners....

Editorial

The popularity of term deposits is currently so high that other product providers need to fight for a little bit of airspace. But is it just a matter of time until term d...

Financial planning

Despite conventional wisdom to the contrary, many independent financial planners are not ill-disposed towards linking to the dealer group services provided by the major b...

Superannuation

Stronger share markets are driving superannuation returns back to pre-GFC levels, with retail master trusts leading the way....

Financial planning

loans.com.au has claimed local resources and personnel have helped it beat the major banks to win a national customer service award....

Funds management

Retail managed funds have posted an $11.5 billion fall in funds under management (FUM) for the year ending June 2012, the latest research from Plan for Life has found....

Financial planning

ASIC's settlement with the CBA sees the BOQ and Macquarie Bank left to face Storm Financial litigation....

Editorial

The dealer group model is changing and BT’s Mark Spiers says financial planners will need to make choices consistent with the newly evolving reality....

Financial planning

The latest instalment of Colonial First State’s Investment Specialist Series showcases some of their expert teams, committed to delivering performance and innovation for ...

Editorial

Gloomy headlines have at least played a part in creating financial anxiety among Australian investors. Tim Browne explains why it’s important for financial advisers to us...

Superannuation

Investors’ love affair with cash could be heading for heartbreak if they don’t diversify, according to head of Australian Unity Investments, David Bryant....

Funds management

With 70 per cent of Australians expecting to own a smartphone by mid 2014, there is a big potential market for wealth management applications....

Funds management

A love affair with so-called 'safe haven' products such as cash will hurt investor returns without proper diversification, according to AUI....

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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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