COMMONWEALTH FINANCIAL PLANNING

Financial planning

Former CommFP and ANZ Wealth executive, Paul Barrett has emerged at the head of an Italian-backed move to build a new financial planning business....

Financial planning

The Commonwealth bank has extended the customer contact element of its Open Advice Review and confirmed that three of the nation’s most high profile plaintive law firms a...

Financial planning

CBA is on the verge of losing the top spot for customer satisfaction, months after calls for a Royal Commission into its two of its planning businesses, a snapshot shows....

Editorial

If Storm Financial has dogged the reputations of financial planners, Mike Taylor writes that the findings of the Royal Commission into Trade Union Governance and Corrupti...

Financial planning

LifePlan Funds Management reacts to adviser demand by creating new national position....

Financial planning

ASIC has confirmed it has tightened its approach on enforceable undertakings in the wake of those applying to Commonwealth Financial Planning and Macaquarie Private Wealt...

Financial planning

Domacom challenges AMP’s assertions to FSI on virtues of vertical integration claiming there is equal or greater virtue in independence....

Editorial

While ASIC continues to press for more powers with respect to bank management staff and product design, Mike Taylor writes that the real answer lies in successfully separ...

Financial planning

FOS implements its ‘significant event response plan’ as it prepares for significant numbers of related disputes from scandals linked to the planning arms of CBA and Macqu...

Editorial

Mike Taylor writes that the Commonwealth Bank’s results announcement and its continued standing in the eyes of consumers suggests its financial planning woes have represe...

Financial planning

AMP has unilaterally moved to impose higher education standards within its licensee networks and to implement an advice review panel....

Financial planning

Commbank Wealth Management head, Annabel Spring says the group will remain focused on its existing strategy....

Top 100

In the wake of recent industry-wide change financial planning numbers appear to have moved little, according to data collected for the Money Management Top 100 Dealer Gro...

Editorial

The Commonwealth Bank has delivered a solid full-year result with its financial planning troubles making little impact in terms of comments or provisioning....

Financial planning

A former Clinton Administration adviser will be part of the independent expert panel reviewing Commonwealth Bank’s Open Advice Review program....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 3 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

3 days 9 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 6 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 6 days ago
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