commonwealth bank

Funds management

CBA to sell property fund to specialist manager

CBA will sell its office property fund to Australian manager and Canadian pension fund....

Editorial

Commbank’s strong September quarter

Commbank’s quarterly update reveals solid earnings backed by improving markets....

Funds management

Relationship manager satisfaction fuelling overall bank satisfaction

Declining satisfaction with relationship managers is hampering overall satisfaction with the four major banks.Declining satisfaction with relationship managers is hamperi...

Financial planning

Prepare for more digital evolution, says paper

The wealth management industry should not only embrace digital technology but redesign its business model around the connected customer, according to a research paper....

Editorial

Finding hidden sources of income from equities

There is a good source of income from equities that even some savvy investors are missing out on, writes Matt Olsen....

Editorial

FPA/Cbus deal signals a new approach for planning industry

Mike Taylor writes that the FPA’s referral arrangement with big industry fund Cbus represents yet another indicator that, having lost the war prosecuted by the industry f...

Financial planning

Australian Ethical invests in Social Benefit Bond

Australian Ethical announces investment in social benefit bond established for Benevolent Society. ...

Funds management

Big Four maintain high satisfaction levels

The major four banks have hit an 18-year high in personal customer satisfaction levels, with the Commonwealth Bank reporting the highest proportion of customers in the ‘v...

Editorial

ASIC set to crackdown on financial planner payments

There are suggestions that ASIC may have concerns about “transition” and “retention” payments made to financial planning principals, and as Mike Taylor reports, perceptio...

Financial planning

ASIC made aware of sign-on bonuses

ASIC is aware of the payment of sign-on bonuses but has yet to signal any specific action. ...

Financial planning

SuperTrace gains ERF authorisation

Commonwealth Bank-owned SuperTrace becomes one of the earliest ERFs to have its authorisation confirmed under new legislation. ...

Superannuation

Will industry funds morph into mutual banks?

Senior industry fund identities have pointed to competitive tensions with the major banks and the possibility of becoming mutual banks....

Funds management

Big Four beat mutual banks in capturing customer money

Despite reporting a higher level of customer satisfaction, the mutual banking sector has been less successful at capturing customer dollars compared to the four major ban...