COMMONWEALTH BANK
Superannuation
Gearing now plays a greater role in the wealth creation process for SMSF trustees, according to head of business development for structured investments at the Commonwealt...
Financial planning
Mortgage aggregator Vow Financial has added four non-major bank lenders to its lending panel in a move it claims is indicative of a trend away from the big four banks....
Editorial
Can you imagine a margin loan without a margin call? Janine Mace finds the sector has been busy innovating....
Financial planning
Count Financial chief executive David Lane has strongly denied the dealer group has become a captive of the Commonwealth Bank's size and product set....
People & Products
After six years with CommInsure, Olivia Sarah-Le Lacheur has been appointed to head the company's national accounts portfolio....
People & Products
Former Count chief executive Andrew Gale has joined the board of SPAA four months after his departure from Count....
Financial planning
Perpetual's senior portfolio manager Vivek Prabhu has won a Hugh DT Williamson Performance Scholarship, presented by the Financial Services Institute of Australasia....
Financial planning
SMSF administration software developer Class Super has added the Commonwealth Bank and National Australia Bank to its automated data feeds, enabling it to 18 of the top 2...
Editorial
BT emerged from 2011 relatively unscathed in what was a poor year for retail managed funds providers....
Financial planning
Count Financial is delivering platform savings and other benefits in the wake of its acquisition by the Commonwealth Bank....
Superannuation
Funds under management/advice (FUM/A) for the combined retail and wholesale market dropped by 8 per cent in the 12 months to 31 December 2011, according to DEXX&R....
Financial planning
ASIC has accepted an EU from CBA as a result of a message sent to customers implying they needed to consent to credit card limit increase invitations or risk not being ab...
Funds management
Funds under management/advice (FUM/A) for the combined retail and wholesale market dropped by 8 per cent in the 12 months to 31 December 2011, according to DEXX&R....
People & Products
Soon-to-retire QIC chief Doug McTaggart has been appointed to the Suncorp board....
Financial planning
The Commonwealth Bank has announced it is adding multiple mobile phone-based payment options to its range of mobile banking services....
Never miss the latest news and developments in wealth management industry
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...