commonwealth financial planning

COMMONWEALTH FINANCIAL PLANNING

Financial planning

CBA accepts new AFSL conditions on planning arms

ASIC has imposed new conditions on the AFSLs of CommFP and Financial Wisdom....

Editorial

Why planners are in it for the long haul

Given a decade of generally bad publicity for the financial planning sector, it is a wonder that planner numbers have not seriously declined....

Policy & Regulation

Will bank alignment cost planning brands?

New research suggests bank-aligned planning groups might suffer if consumers become fully aware of their parentage....

Financial planning

ASIC enforcement report skirts headlines

ASIC’s enforcement report for the first six months of this year appears to have skirted the issues that made the biggest headlines....

Top 100

Bank ownership of planners over-reported

Media reports suggesting AMP and the big four banks own 80 per cent of financial planners are incorrect with their actual ‘ownership’ levels of financial planners below 6...

Financial planning

Bank ownership of planners over-reported

Media reports suggesting AMP and the big four banks own 80 per cent of financial planners are incorrect with their actual ‘ownership’ levels of financial planners below 6...

Top 100

Niche planning groups hold most valuable planners and clients

Private wealth and boutique adviser groups have topped the list of planners and clients with high levels of funds under advice according to data gathered in this year’s M...

Financial planning

Niche planning groups hold most valuable planners and clients

Private wealth and boutique adviser groups have topped the list of planners and clients with high levels of funds under advice according to data gathered in this year’s M...

Policy & Regulation

Macquarie says its on track on EU

Macquarie has used its AGM to claim it is on track in meeting the terms of its 2013 Macquarie Private Wealth enforceable undertaking....

Policy & Regulation

FOFA changes not necessarily riskier - APRA

The Australian Prudential Regulation Authority has refused to conede that the Government’s FOFA changes will generate more risk....

Financial planning

Commbank lifts planner education requirements

The Commonwealth Bank has moved to lift education standards for planners, supervisors and managers of planners....

Editorial

Moving beyond FOFA to cure industry ills

Mike Taylor writes that the financial planning industry must lobby the Palmer United Party to defend hard-won FOFA gains. ...

Editorial

FOFA, not Commbank is Labor's target

The misdeeds which occurred within Commonwealth Financial Planning have become a stalking horse for those seeking to prevent any amendments to FOFA....