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Financial planning
Colonial First State (CFS) has signed IOOF retail funds management general manager Richard Nunn to the general manager distribution role recently vacated by Michael Cant....
Financial planning
Major banks will have to seriously rethink their strategies following disappointing earnings from their wealth management arms. Lisa Bowman reports....
People & Products
Wilson HTM Investment Group has appointed former Commonwealth Bank of Australia executive, Neil Schafer, as its new managing director, with incumbent group head Steven Wi...
Financial planning
First State Investments has made the first official move to establish a presence in China, with its Chinese funds management venture lodging an application with the Chine...
Financial planning
Tower Australia has reinforced its move back into the risk insurance side of the industry with the appointment of two senior executives in the group’s sales and distribut...
Financial planning
Targeting ethnic markets has yielded dividends for some planners, but, as Ben Abbott writes, the days of segmenting clients by cultural background may be coming to an end...
Financial planning
Ex-head of financial services at St George Bank, Paul Kofod, will join Commonwealth Bank as Head of Private Banking....
Rate the raters
Whichever way you cut the data, van Eyk Research beats the other research houses hands down. Julie Bennett reports....
Financial planning
The recent ACA/ASIC survey was particularly scathing of the quality of financial planning advice provided by large distributors. George Liondis investigates....
Financial planning
The issue of ownership is back on the agenda after recent industry surveys but, as Jason Spits reports, the more things change, the more they stay the same....
People & Products
Suncorp Metway has poached another Commonwealth Bank executive to fill one of its top jobs, this time the position of head of wealth management....
Financial planning
The head of retail distribution at Colonial First State, Paul van Rooyen, has left the group after only three months in the role....
Financial planning
Assirt has downgraded Colonial First State’s (CFS) business management rating from ‘Strong’ to ‘Competent’ on the back of a spate of recent departures from the group....
Financial planning
Colonial First State’s (CFS) flagship master trust, FirstChoice, has reached the $2 billion mark in funds under administration less than nine months after its launch....
Financial planning
The Commonwealth Bank (CBA) has today revealed it made a $32.8 million payout to a departing senior executive of its Colonial First State funds management arm, at the sam...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...