COMMONWEALTH BANK

Financial planning

Commonwealth Bank of Australia has revealed both its funds under advice and management slipped in the June quarter, but FirstChoice flows and in-force insurance premiums ...

Financial planning

The Sydney law firm bringing a class action against the Commonwealth Bank of Australia on behalf of Storm Financial clients has asserted the bank is trying to exclude it ...

image
Financial planning

A statement of claim has been filed in the Federal Court pleading a class action against the Commonwealth Bank of Australia on behalf of Storm Financial investors....

image
Financial planning

BOQ completes acquisition of St Andrews Insurance, with the executive team moving across but continuing to operate the business independently....

image
Financial planning

Consumers are confused about what represents planner independence - and so too are some planners....

image
Financial planning

New research suggests Australian consumers are looking to newer financial services providers in preference to banks....

Financial planning

Commonwealth Bank reports a reasonable March quarter despite declines in FUA....

image
Financial planning

FEA creditors have voted to retain the services of BRI Ferrier as administrators at their first creditors meeting....

Financial planning

Twenty-nine staff employed by Forest Enterprises Australia have been made redundant....

image
Financial planning

Forestry Enterprises Australia Limited has entered voluntary administration following the withdrawal of support by its major financiers....

Financial planning

The Boutique Financial Planning Principals Group (BFPPG) has hit back at industry dismissals of the independence of advice as a question of perception rather than reality...

image
Financial planning

Matrix Planning Solutions has acquired a regional NSW practice, A&B Financial Planning in Temora....

image
Financial planning

The Commonwealth Bank has sold the St Andrews insurance business to BOQ but retained the other wealth management elements....

image
Financial planning

Fees versus commissions is an important debate for the financial planning industry, but having independent research in the first place will take much of the sting out of ...

image
Financial planning

ASIC has entered the second phase of its Storm Financial investigation during which it will seek commercial resolution before deciding on litigation....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

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

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 16 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 2 days ago