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Financial planning
The controversy over the Commonwealth Bank’s contact of clients held by rival dealer groups has ballooned, with the group admitting last week that it wrote to 1000 client...
Financial planning
In the fervour surrounding the pursuit of the high-net-worth investor, have the clients who provide much of the industry with their bread and butter been forgotten? BEN A...
Financial planning
The announcement by Colonial First State (CFS) that its long running and high profile chief executive, Chris Cuffe, was resigning from the organisation has surprised few....
Financial planning
The previous head of business development at Westpac, Paul van Rooyen, has taken on the newly created role of head of retail distribution with Colonial First State (CFS) ...
Financial planning
Former Commonwealth Bank (CBA) senior executive John Mulcahy has been appointed as managing director and chief executive officer of Suncorp Metway....
Financial planning
FirstChoice, Colonial First State’s flagship master trust, has reached the $1.4 billion mark in funds under administration within six months of its launch....
Funds management
St George Group today appointed Nick Basile to the new position of head of investments and insurance in an attempt to drive the group’s wealth management division forward...
Financial planning
The level of outstanding loans relating to margin lending accounts, as well as the number of margin lending clients, have grown dramatically in the past year. PRUE MOODIE...
Financial planning
Peter Polson will be retiring from his post of head of the Commonwealth Bank’s investment and insurance sales division at the end of next week....
Financial planning
The insurance arm of the Commonwealth Bank of Australia, CommInsure, has added new features to its Personal Insurance Portfolio that will allow policy holders to accumula...
Financial planning
AMP FINANCIAL Planning has made it four in a row after once again topping the Money Management’s Top 100 Dealer Group survey, despite the fact its planner numbers dropped...
Financial planning
BT Funds Management will face even further scrutiny of its acquisition by Westpac, with Australia’s major financial planning dealerships reviewing whether to pull their i...
Financial planning
COLONIAL First State’s new flagship master trust, FirstChoice, has taken in an impressive $850 million since its launch just three months ago....
Financial planning
THE majority of the Commonwealth Bank’s commission-based financial planners have chosen to operate under the Financial Wisdom banner rather than adopt the Commonwealth’s ...
Financial planning
The professional indemnity crisis is hitting the financial services industry hard. GEORGE LIONDIS investigates what planners and dealer groups are up against....
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Podcast
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...