COMMONWEALTH BANK
Financial planning
Marianne Perkovic has been promoted out of her wealth management role to become EGM of Commonwealth Private. ...
Accounting
The latest Commonwealth Bank Accounting Market Pulse suggests accounting firms are still looking to financial planning as an area for diversification and revenue growth....
People & Products
Former Telstra chair, Catherine Livingstone, has been appointed to the Board of the Commonwealth Bank....
Financial planning
SMSFs need policies that address and protect women from being left behind by the super system, according to a report....
Financial planning
Positive Wealth Management division outcomes have helped drive the Commonwealth Bank to a $4.8 billion half-year result....
Financial planning
The Commonwealth Bank has emerged with a win as the NSW Supreme Court awards $300,000 in damages to a senior executive who successfully pursued an advice-related defamati...
Financial planning
Commonwealth Bank chairman, David Turner, says the bank has learned its lessons from its financial advice failings....
Financial planning
Non-aligned advisers make up one in every two planners, according to the 2015 Top 100 research conducted by Money Management....
Superannuation
The ISA has renewed claims that planners are extracting commissions of as much as $2.6 billion a year as part of its defence of default super arrangements. ...
Financial planning
The Commonwealth Bank will roll out IRESS to all its planning licensees and advice divisions....
Financial planning
The FPA’s CFP program enrolment rate jumped 200 per cent compared to previous enrolment numbers....
Financial planning
Planners will pay more than $40 each to be recorded on the new ASIC adviser register with initial fees set to cost the planning sector more than $750,000....
Financial planning
A Melbourne man has pled guilty to conspiring to defraud financial institutions with false home loan documents....
Financial planning
Planners urged to do their own due diligence on licensees or risk future reputational damage....
Financial planning
Documents used to condemn NAB Wealth’s handling of advisers actually provided proof of how it was moving to upgrade compliance amid the fallout from CBA....
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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...