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COMMONWEALTH FINANCIAL PLANNING
Editorial
PortfolioConstruction Forum asks: What's the latest for the major research fund houses?...
Financial planning
A former Commonwealth Financial Planning representative has been banned by ASIC for seven years for giving inappropriate advice and engaging in false or misleading conduc...
Financial planning
After spending less then a year at Colonial First State (CFS), Marianne Perkovic has succeeded Paul Barrett as the new general manager of the CFS advice business....
Financial planning
Morningstar has picked up the research mandate for the Colonial First State (CFS) Advice Business at the expense of S&P....
Financial planning
Macquarie Private Wealth's Eric Schimpf says a client-centered approach has paid off for Macquarie Equities despite the challenging environment....
Financial planning
The replacement of outgoing Financial Planning Association CEO Jo-Anne Bloch by Godfrey Pembroke chief Mark Rantall attracted criticism from some quarters of the industry...
Financial planning
A joint move by ASIC and APRA to suspend Trio Capital (formerly Astarra Capital) as trustee of four superannuation funds and a pooled super trust generated significant co...
Financial planning
Some of Australia’s biggest investment research contracts have changed hands in recent weeks, and there could be more changes in the pipeline....
Financial planning
Commonwealth Financial Planning agrees with ASIC to enter into compensation program following inappropriate advice by an adviser....
Financial planning
Colonial First State’s phone-based limited advice service is being extended across its financial planning groups....
People & Products
Following the resignation of Neil Younger and his move to Commonwealth Financial Planning, BT Financial Group has appointed Matt Englund to head dealer groups. His positi...
People & Products
Securitor's Neil Younger has been recruited as general manager of Commonwealth Financial Planning....
Financial planning
Colonial First State (CFS) has completed its plan for its new Institute of Advice, the design and implementation of which will be rolled out in phases in the first half o...
Financial planning
Managing editor Mike Taylor reports that an equity model built on fees for service has seen ipac Equity Partners named the Money Management/CoreData Dealer Group of the Y...
Financial planning
Continuing volatility is one of the only things going against the top dealer groups at the moment. But they have proved resilient, and nothing is holding them back from i...
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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...