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COMMONWEALTH FINANCIAL PLANNING
Top 100
MIKE TAYLOR reports on the winners of the Money Management/CoreData Dealer Group of the Year 2009....
Top 100
More financial planners than ever work under a dealer group model – and groups that have experienced a dip in planner numbers plan to reverse that trend....
Editorial
It says something about the health of the Australian financial planning industry that Money Management’s 2009 Top 100 Dealer Groups survey has revealed that despite the i...
Funds management
Macquarie Equities has taken top honours in the 2009 Money Management/CoreData Dealer Group of the Year awards, while Commonwealth Financial Planning has been named the l...
Financial planning
The dealer group has launched a new 'self-employed' model in which planners have management rights over their businesses, but not overall ownership of clients, a model Ti...
Financial planning
In an environment where financial planners are under increasing pressure to justify to clients their fees and commissions, the pricing model employed by Commonwealth Fina...
Financial planning
New research commissioned by the Commonwealth Bank suggests that baby boomers are not being unduly spooked by the global financial crisis but are likely to stay longer in...
Financial planning
Evidence of a flight to security....
Financial planning
An increasing number of financial planning clients are leaving boutiques for the security of the bank financial planning model, according to Commonwealth Financial Planni...
Financial planning
Makes move into structured investments....
Financial planning
Wealth management briefing reflects strong track record....
Superannuation
Market volatility causes boomers to engage....
Financial planning
Will be responsible for shaping strategic approaches....
Financial planning
Nearly half of the women aged 45 to 64 are investing in assets over and above their super to save for their retirement, according to a survey by Commonwealth Financial Pl...
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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...