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COMMONWEALTH BANK
Funds management
The Australian Competition and Consumer Commission (ACCC) is set to shift its focus towards the wealth management industry in 2013, according to Minter Ellison partner Ka...
People & Products
In line with strategic changes to its operations, Professional Investment Services (PIS) has made three senior management appointments....
Financial planning
A Storm Financial adviser has been permanently banned by the regulator after it was found he failed to comply with financial services laws....
Financial planning
The banking industry's Facebook engagement rate fell substantially when compared to the July quarter, dropping from the most engaging industry in the previous report to o...
Financial planning
The landscape has changed, and predicting what’s on the horizon is harder than ever. The FirstWrap team is constantly working behind the scenes to stay on top of market d...
Financial planning
The Commonwealth Bank has combined its adviser-focused Core Equity Services and Colonial Geared Investments offerings under the single banner of CommSec Adviser Services....
Financial planning
The Australian mortgage market has recorded historically low growth in the last year, having increased only by 4.2 per cent, according to CoreData....
Editorial
CBA says its wealth management and insurance divisions recorded "solid growth" in the last quarter amid improved investment markets....
Financial planning
The long-anticipated rise in revenue coming from the self-managed super fund (SMSF) client base is not happening just yet for financial planners, according to new researc...
Financial planning
ASIC's 2011/12 annual report has outlined the amount of surveillance and enforcement action the regulator completed in the financial advice sector in the past year....
Financial planning
While a number of companies rooted in mortgage broking have expanded into financial planning, it is an area of cultural, regulatory and legal challenges....
People & Products
Maria Lykouras has been appointed general manager advice licensee services of Commonwealth Bank's wealth management business....
Funds management
The retail housing market remained flat during the August quarter, but the number of properties for sale continues to outweigh the number of new home loans....
Financial planning
With dealer groups looking to service untapped markets, rural and regional Australia could represent a perfect growth opportunity for financial planners....
Editorial
The popularity of term deposits is currently so high that other product providers need to fight for a little bit of airspace. But is it just a matter of time until term d...
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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...