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Financial planning
Dispute resolution specialist rejects claims by CBA that clients of Don Nguyen were not compensated because of lack of documentation ...
Financial planning
A $200 million class action could be brought against the Commonwealth Bank-owned Financial Wisdom on behalf of thousands of investors who claim they lost money due to “ba...
Funds management
Former head of BT, Rob Coombe, claims funds management groups operate better when not under bank control. ...
Funds management
Colonial First State launches the group’s first Separately Managed Account to be offered through a Commonwealth Bank-owned advice group....
Financial planning
ASIC has cancelled the licence of a CBA-owned advice group, the second in a month, following a request from the bank. ...
Editorial
If applied systematically, derivatives can deliver a consistent return outcome. However, client confusion and operational risks can add complexity to the process, as Rudi...
People & Products
Energy Industries Superannuation Scheme (EISS) has hired Matt Olsen as its new chief investment officer....
Editorial
Rudi Minbatiwala looks at the challenges of objectives-based strategies and the drawbacks associated with the simplifications of the risk concept....
Financial planning
Milana Pokrajac explores the pluses and minuses of vertically integrated dealer groups and the concept of a so-called ‘benign institution’....
Editorial
Rudi Minbatiwala explores the challenges of balancing long-term capital preservation with immediate income needs....
Funds management
New data shows wraps, platforms and master trusts FUM had a $94 billion rise during 2013....
Financial planning
UniSuper has announced key organisational changes aimed at sharpening its service delivery. ...
Funds management
Consolidation and the impact of regulatory reform on the advice market prompt slight restructure at CFS....
Financial planning
The Finance Sector Union announces plans to work with staff from CommSec, CFS and CommInsure ahead of a new enterprise agreement....
Superannuation
Colonial First State said it supports the three-day turn-around for superannuation member transfers. ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...