COMMONWEALTH BANK
Financial planning
A recent court ruling has put the industry on notice that clients can be compensated for a lot more than money directly lost as a result of inappropriate advice, says Pau...
Financial planning
Craig Phillips talks to Colonial First State general manager distribution Richard Nunn about the changes to distribution strategy at CFS over the past year....
Financial planning
National Australia Bank has confirmed the appointment of former Citigroup chief executive Ahmed Fahour to the newly created role of chief executive officer Australia and ...
Financial planning
The Financial Planning Association has filled another of its senior executive roles vacated this year with the appointment of Commonwealth Bank of Australia’s John Anning...
Financial planning
For the first time since Money Management began publishing its Top 50 Distributors list, the big players have loosened their stronghold on Australia’s financial advice di...
People & Products
BT Financial Group has formally appointed the interim head of its financial planning and advice business, Justin Greiner, permanently into the role four months after he t...
People & Products
Challenger Financial Services Group chief executive officer Chris Cuffe will step down as head of the group in August to take over responsibility for developing its wealt...
Financial planning
The Commonwealth Bank has launched a new investment vehicle - Capital India - to provide Australian investors with access to the Indian stock market....
Financial planning
Challenger Financial Services Group chairman James Packer will step down due to other commercial obligations, paving the way for former Commonwealth Bank executive Peter ...
Financial planning
Challenger Financial Services has completed its Australian equities analyst team revamp with the addition of a banking analyst to round off an overhaul of the division un...
Financial planning
Almost two thirds of baby boomers do not have financial plans or have a financial planner with nine out of 10 confident of their own financial knowledge according to a su...
Financial planning
The Commonwealth Bank has merged its Premium Financial Services (PFS) and Institutional and Business Services (IBS) divisions resulting in the departure of IBS group exec...
People & Products
Fiducian Portfolio Services (FPS) has unveiled its new head of wealth management, former St George Bank staffer Mark Schroeder, who joins this week with a mandate of impr...
People & Products
Westpac financial planning head, Scott Walters departed from the group on Friday after less than a year in the role, with his responsibilities passing in the interim to B...
Financial planning
The revolving door is never far from financial services. Jason Spits takes a look at who left, who joined and who rose one more rung on the ladder....
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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...