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Financial planning
The Commonwealth Bank of Australia (CBA) is aiming to increase its financial planner numbers by 200 over the next 18 months and reduce the number of products offered by t...
Financial planning
Count Financial Limited managing director Barry Lambert has hit back at claims that Count’s recent share price rally occurred due to a bidding war between Westpac and CPH...
Superannuation
The majority of older working Australians have given little or no thought to planning for retirement according to a Newspoll survey commissioned by the Commonwealth Bank....
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....
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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...