COMMONWEALTH BANK
Financial planning
Five out of six Australians have inadequate insurance cover to guard against the loss of their income in the event of illness or injury, according to a survey conducted b...
Financial planning
Count Financial has given its planners the green light to recommend reverse mortgage products and has also singed a deal with Commsec to offer direct equities....
Superannuation
In-house planners with the Commonwealth Bank will be expected to improve their SMSF skills, with Australia’s third largest dealer group signalling its intention to overha...
Financial planning
Increasing domestic consumption, export demand from China and the United States, and company profits are expected to fuel an already burgeoning Japanese economy according...
Financial planning
Sixteen planning practices in the Financial Wisdom network have entered a program of business coaching and consulting through the dealer group’s Enterprise 121 operation,...
Financial planning
The Commonwealth Bank has constructed a separate, walk-in investment management section in its Bondi Junction branch, in the hope of attracting more bank clients to its w...
Financial planning
Former Victorian Premier Jeff Kennett has warned that some current reverse mortgage providers will fail in what he predicts will be a burgeoning market. His warning came ...
Financial planning
Coin software has signed its first major contract with a large financial planning firm since its purchase by Macquarie Bank in May this year....
Financial planning
Forthcoming governments will be prevented from raiding the Future Fund under legislation introduced to Federal Parliament defining the parameters within which the new fun...
Financial planning
The estimated $140 billion that will go into the Federal Government’s Future Fund over the next 15 years may not be managed by external fund managers, but controlled inte...
Financial planning
Dale who? He may not be a household name, but as the lead plaintiff in a class action against dealer group Financial Wisdom, he has sent ripples across the financial plan...
Financial planning
A business set up by the CBA to take equity stakes in boutique financial planning groups has been shut down after only one year....
Financial planning
ING plans to reduce its shortage of young advisers with a development program starting next April in Sydney, Melbourne and Brisbane, which it hopes will attract 20 new fi...
Financial planning
Coin Software has put the official seal on the long anticipated deal to roll out its desktop financial planning tools to the Commonwealth Bank’s 3,000 plus adviser networ...
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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...