COMMONWEALTH BANK

Financial planning

The Commonwealth Bank has enacted a series of changes within the Financial Wisdom dealer group including the waiving of new license fees, expanded recommended list and th...

Financial planning

Tribeca Learning has signed up almost 900 advisers to its online continuing education service OnTrack, with two new institutional clients bringing numbers to 6,500 since ...

Financial planning

Bridges Financial Services is gearing up for an assault on the Victorian and Queensland financial planning markets with plans to open up eight new offices – four in each ...

Financial planning

As smaller players in financial services look for scale, the larger institutional players have continued to consolidate. Mike Taylor reports....

People & Products

Wrap platform provider Avanteos general manager distribution and marketing, Greg Newman is leaving the firm today after three years, following the expiration of his contr...

Funds management

The Commonwealth Bank is anticipating the growth in its wealth management division to exceed that within its traditional banking divisions going forward, providing justif...

Financial planning

The financial planning arm of the Commonwealth Bank (CBA) is developing an “adviser academy” which it hopes will raise the standard of its advice business and attract a f...

People & Products

The Commonwealth Bank of Australia’s head of marketing, Graham Ford left the group acrimoniously late last week following what is understood to be a rift between himself ...

People & Products

Professional Investment Services (PIS), Australia's second largest financial planning network, is close to expanding its international presence with the launch of new ope...

Editorial

Craig Phillips looks back at some of the big funds management groups no longer in operation....

Financial planning

Colonial First State’s FirstChoice master trust has cracked $4 billion in invested funds after only 17 months in operation primarily due to generous commissions paid to f...

People & Products

Avanteos chief executive Mark Papendieck will step down from the group after concluding his three year employment contract and will be replaced by former Commonwealth Ban...

Financial planning

Australia’s larger financial institutions have begun receiving their Australian Financial Services Licences (AFSL) in compliance with the Financial Services Reform (FSR) ...

Editorial

The Commonwealth Bank has posted a net profit after tax of $2.012 billion, a drop of 24 per cent from last year, with funds management doing little to boost the bank’s re...

Financial planning

Two former IWL staff, Laila Khodr, Jenny Lee-Koksal and one of the creators of Visiplan, Robert Green, have set up a new group aimed at helping advisers purchase and full...

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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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