COMMONWEALTH BANK

Financial planning

The Commonwealth Bank of Australia claims to now have a full spectrum of advice offerings with the “soft launch” of its new dealer initiative to go ahead once a licence f...

Financial planning

Socially Responsible Investment (SRI) in Australia has taken off with funds under management jumping by 41 per cent to $21.5 billion over the 12 months ending June 30....

Financial planning

Aviva-owned platform provider Navigator has added direct shares to its investment platform in an attempt to tap into the increasing popularity of direct investing amongst...

Financial planning

Financial planning through banks has been regarded as unsophisticated, product-focused and entry level. But, as Jason Spits discovered, the banks are working hard to over...

Financial planning

Corporate cop, fraud detective, consumer advocate, journalist and even financial planner. In a rare and exclusive interview, Chris Cuffe talks to BRUCE MADDEN about the m...

Financial planning

Westpac Bank has become the second big fish in as many months to sign-up emerging technology firm Coin Software at the expense of more established players, after the bank...

Financial planning

Western Australian Godfrey Pembroke adviser Christopher Craggs is the only new face on the board of the Financial Planning Association, with perennials Sarah Brennan, Cor...

Financial planning

Members of the Financial Planning Association have appointed Sarah Brennan, Corinna Dieters and Leonie Henry to the 2004-05 board for a further two years with Colin Scull...

Life/Risk

Almost half of Australians believe life insurance is a “waste of money” according to a new Commonwealth Bank survey that found less than one in three adults have a person...

Financial planning

Margins for Colonial First State, the Commonwealth Bank’s funds management arm, are holding firm despite heavy downward pressure on fees and increased competition in the ...

Financial planning

Socially Responsible Investment in Australia has taken off with funds under management jumping by 41 per cent to $21.5 billion over the 12 months ending June 30....

Financial planning

Financial planning groups have been warned to keep a close watch on their advisers and to take firm action against “bad apples”, or risk future litigation by disgruntled ...

People & Products

The Commonwealth Bank of Australia is aiming to have a replacement head for its Financial Wisdom advice group in place before the mid-October departure of incumbent gener...

Financial planning

The Commonwealth Bank of Australia has announced the new head of its Financial Wisdom dealer group after appointing internal staffer Paul Barrett today to replace Jerome ...

Financial planning

Commonwealth Bank of Australia’s broking arm CommSec has created a margin lending tool that enables financial planners to assess the probability that clients will face a ...

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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’...

2 months 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...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

4 days 9 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 2 days ago
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