COMMONWEALTH BANK

Superannuation

If the accountant's exemption is removed when the second tranche of draft Future of Financial Advice (FOFA) legislation is released shortly, it will have positive implica...

Financial planning

The ACCC has called for submissions on the Commonwealth Bank's acquisition of Count Financial....

Financial planning

The Commonwealth Bank of Australia (CBA) has moved to increase its hold in the mortgage market, with a guarantee to beat any advertised interest rate from its three major...

Financial planning

The Boutique Financial Planning Principals Group believes Count and PIS financial planners may see merit in the boutique environment....

Financial planning

The Boutique Financial Planning Principals Group believes Count and PIS financial planners may see merit in the boutique environment....

Editorial

The Commonwealth Bank has moved to acquire Count Financial and, as Mike Taylor reports, pragmatism and the realities of the FOFA changes are the driving forces behind the...

Policy & Regulation

The Federal Government would be likely to garner grudging (but majority) financial planning industry support for its Future of Financial Advice (FOFA) legislation if it w...

Financial planning

Many clients are currently seeking safer asset classes to protect their wealth from further market downturns. Tamara Radice examines ways in which bond portfolios can del...

Editorial

Many clients are currently seeking safer asset classes to protect their wealth from further market downturns. Tamara Radice examines ways in which bond portfolios can del...

Editorial

Many clients are currently seeking safer asset classes to protect their wealth from further market downturns. Tamara Radice examines ways in which bond portfolios can del...

Financial planning

The Coalition is expected to scrutinise the circumstances under which APRA deputy chairman, Ross Jones, provided an assessment to US diplomats....

Policy & Regulation

The uncertainty created by FOFA was a factor in Count board's decision to recommend CBA bid....

Financial planning

The Australian market will continue to see elevated levels of volatility for the foreseeable future, while there will be a continuation of the concentration within the fi...

Financial planning

Count enters into scheme to be acquired by CBA. ...

People & Products

Bank veteran Stuart Grimshaw will join Bank of Queensland (BOQ) as its new managing director and chief executive officer, following the recent resignation of David Liddy....

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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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