EXECUTIVE GENERAL MANAGER
Financial planning
The Commonwealth Bank group has purchased Avanteos and will roll out the platform provider’s systems across its three dealer groups in a deal struck last week....
People & Products
Suncorp Metway has poached another Commonwealth Bank executive to fill one of its top jobs, this time the position of head of wealth management....
Financial planning
The Commonwealth Bank group (CBA) has bought out Avanteos and is slated to roll out the platform provider’s systems across its three dealer groups in a deal struck last w...
Financial planning
National Wealth Management will export its Australian capabilities in adviser service platforms to the UK, launching a new platform product to spur expansion in the marke...
Financial planning
The Financial Planning Association (FPA) and the Investment and Financial Services Association (IFSA) have joined forces to warn the Australian Prudential Regulation Auth...
Financial planning
The controversy over the Commonwealth Bank’s contact of clients held by rival dealer groups has ballooned, with the group admitting last week that it wrote to 1000 client...
Financial planning
The financial planning industry is bracing itself for another attack on its credibility ahead of the release of a damning report expected to call for Government intervent...
Funds management
The Financial Planning Association (FPA) has reacted strongly to claims from the Australian Prudential Regulatory Authority that commission based advisers compromised the...
Financial planning
Peter Polson will be retiring from his post of head of the Commonwealth Bank’s investment and insurance sales division at the end of next week....
Financial planning
The Austrailan Prudential Regulation Authority (APRA) has replaced the trustee of a small superannuation fund based in Victoria after discovering the fund directors were ...
Financial planning
The Association of Superannuation Funds of Australia’s (ASFA) chief executive Philippa Smith says the Australian Prudential Regulation Authority’s (APRA) claims recently ...
Financial planning
The highly competitive race to become the pre-eminent provider of straight through processing services to the Australian managed fund market came to a head last week, wit...
Financial planning
The Australian Stock Exchange (ASX) and IWL have joined forces to provide a straight through processing service for the unlisted managed fund and superannuation industrie...
Funds management
The National Australia Bank (NAB) will reinvest $200 million into its Australian wealth management division over the next three years as part of its Positioning for Growt...
Financial planning
The National Australia Bank (NAB) Group has leveraged off its Australian operations and launched a financial planning service through its network of UK based banks....
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MARKET INSIGHTS
Podcast
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...