COMMONWEALTH BANK
Financial planning
Colonial First State has completed almost nine months of preparations for its much anticipated new master trust, gearing up to launch the investment platform to its finan...
Financial planning
Colonial First State is to make a major push to sell its products through the Commonwealth Bank branches, says group executive investment Peter Polson....
Financial planning
The ANZ Bank will look to double its adviser sales force to over 600 within three years after it was confirmed yesterday that its in-house financial planners would not be...
Financial planning
The new chief executive of the Securities Institute, Brian Salter, will look to create alliances with other industry associations in an attempt to position the institute ...
Financial planning
The ANZ Bank will look to double its adviser sales force to over 600 within three years after it was confirmed yesterday that its in-house financial planners would not be...
Financial planning
Colonial First State is preparing to launch a new master trust platform for both the Colonial and Commonwealth Bank businesses as part of what appears to be a newfound ma...
Financial planning
The latest news from within the Commonwealth Bank group is just the closing moves in one of the biggest industry mergers in recent years. GEORGE LIONDIS looks at where it...
Financial planning
NICOLE SZOLLOS explores the correlation between the number of planners employed by a distributor and funds under advice. ...
Financial planning
The influence of large scale financial institutions in the financial advice market shows no signs of abating. GEORGE LIONDIS reports on Money Management’s second annual l...
Financial planning
Derivative products have been sidestepped by planners but as Jason Spits writes they are moving out of the shadows....
Funds management
The Commonwealth Bank (CBA) and Colonial First State have rolled their respective asset management divisions into one despite earlier assurances that such a move would no...
Financial planning
The Commonwealth Bank’s online stockbroker, CommSec, has launched a margin lending product direct to investors that will combine margin loans with a savings plan to allow...
Funds management
Colonial First State Property has reinforced its New Zealand commitment with the purchase of a New Zealand property funds management company, Kiwi Income Properties Limit...
Financial planning
Australia’s retail managed funds market has overcome the market turmoil and investor insecurity that followed the September 11 terrorist attacks in the US to record posit...
Editorial
It has become common for discussions on the factors influencing investment markets to refer to the ever-growing sums in superannuation. A significant proportion of this c...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...