EXECUTIVE GENERAL MANAGER

Financial planning

National Australia Bank has embarked on the next stage of the reorganisation of its business structure, reviewing its Melbourne head office operations and reducing its gr...

Financial planning

Financial planning software vendors may have differing views on whether web-based solutions will predominate in the short-term, but all providers have one thing in common...

Financial planning

The requirement under financial services reform (FSR) to audit advisers is an expensive business for the dealers and a potentially stressful one for already overworked pl...

People & Products

Three new appointments have been made to the Financial Sector Advisory Council, replacing three members who have relinquished their membership as a result of leaving the ...

Financial planning

Commonwealth Bank of Australia’s plans to restructure its financial advice division into a new look Colonial First State has forced the departure of CBA executive general...

Financial planning

The financial planning arm of the Commonwealth Bank of Australia was one of the outstanding performers in this week’s bumper profit announcement, with a 54 per cent jump ...

Financial planning

Competition for a limited number of spots on the Financial Planning Association (FPA) board is expected to be fierce, with 15 candidates confirming last week they will ru...

Financial planning

The Commonwealth Bank of Australia claims to now have a full spectrum of advice offerings with the “soft launch” of its new dealer initiative to go ahead once a licence f...

Financial planning

Western Australian Godfrey Pembroke adviser Christopher Craggs is the only new face on the board of the Financial Planning Association, with perennials Sarah Brennan, Cor...

Financial planning

Members of the Financial Planning Association have appointed Sarah Brennan, Corinna Dieters and Leonie Henry to the 2004-05 board for a further two years with Colin Scull...

Financial planning

IWL has delivered a strong first quarter result after posting a 15 per cent hike in operating revenue buoyed by favourable economic conditions and an expedient implementa...

People & Products

The Commonwealth Bank of Australia is aiming to have a replacement head for its Financial Wisdom advice group in place before the mid-October departure of incumbent gener...

Financial planning

Financial planning groups have been warned to keep a close watch on their advisers and to take firm action against “bad apples”, or risk future litigation by disgruntled ...

Financial planning

The Commonwealth Bank of Australia has announced the new head of its Financial Wisdom dealer group after appointing internal staffer Paul Barrett today to replace Jerome ...

Financial planning

National Australia Bank has finalised its new executive line-up, just two weeks after appointing ex-Citigroup boss Ahmed Fahour as chief executive officer, by signing-up ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

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

4 months 2 weeks ago

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

6 months 2 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. ...

1 week 4 days ago

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

3 days 9 hours 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. ...

4 days 13 hours ago