COMMONWEALTH BANK

Financial planning

ASIC has released updated guidelines regarding Enforceable Undertakings (EU) stating it would provide further details as to the level of compliance attained by groups iss...

Financial planning

With automated investment advice taking off in the United States over the last three to four years, Malavika Santhebennur investigates whether Australia will follow suit,...

Financial planning

Commbank has continued to perform despite some struggles within its wealth management businesses....

People & Products

Challenger announces new strategy role for Rob Woods and recruits Commbank’s Ian Saines as CEO, Funds Management....

Financial planning

Product manufacturers need to ensure their services and compliance procedures are up to standard, with ASIC set to take a hard-line approach in 2015, according to legal e...

Superannuation

The CBA has awarded a $200 million global equity mandate to London-based equity firm Ardevora Asset Management....

Financial planning

Despite a year of controversy and negative publicity the Commonwealth Bank of Australia (CBA) has reclaimed its position as the country’s top bank in the Brand Finance Ba...

Financial planning

The Commonwealth Bank makes clear that former CommFP clients retain access to its Open Advice Review program irrespective of changing advisers. ...

People & Products

Investment management firm PIMCO has appointed Dr Laura Ryan as vice president, client analytics....

Financial planning

Non-major lenders dominated the home loan market in January and notched up the highest proportion of home loans since the GFC, mortgage broker AFG revealed....

People & Products

Investec Australia announced it has appointed Malcolm Ezzy as a managing director in its corporate advisory business....

Accounting

ASIC must forge a tighter relationship with the industry it regulates if it is to improve effectiveness of its regulation, according to CPA Australia and Chartered Accoun...

Financial planning

Law firm Maurice Blackburn has issued a warning on the Macquarie client compensation processes and the dangers of vertically integrated advice....

Financial planning

A former Commonwealth Bank financial planner will have her compensation claim for an injury sustained at a motel following a team meeting reassessed following an appeal....

People & Products

Bank of Queensland (BOQ) has appointed Jon Sutton as managing director and chief executive officer, effective immediately....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 3 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

2 weeks 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

1 week ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

1 week 2 days ago