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Financial planning
Financial planning software provider IWL will roll out further services with the addition of a risk tolerance testing tool and an online training service for financial pl...
People & Products
The Commonwealth Bank of Australia’s head of marketing, Graham Ford left the group acrimoniously late last week following what is understood to be a rift between himself ...
Financial planning
Mike Taylor previews the IFSA 2003 ‘Illuminate’ conference, which kicks off in Cairns on August 13....
Financial planning
Financial planning software provider IWL released VisiPlan version 5.8 last week and is already gearing up for version 5.9 – to be released in late October and include op...
People & Products
Former Westpac head of financial planning and advice Brett Himbury has made the move to the Commonwealth Bank (CBA), being appointed yesterday to the role of executive ge...
Funds management
National Australia Bank's wealth management division, which includes MLC, has completed a major shake-up of its senior executive ranks....
People & Products
Software provider IWL is close to completing the integration of online broking business Sanford Securities and has formalised the role of integration consultant Geoff Rei...
Financial planning
Commonwealth Bank (CBA) head of financial planning Geoff Austin will be replaced this week after two years at the helm of the group’s advisory business....
Financial planning
The Commonwealth Bank of Australia’s (CBA) international wealth management businesses First State Investments UK and First State Investments Asia are to be combined and r...
Financial planning
Sanford Securities chairman Clive Hall resigned late last week in the light of IWL’s move to compulsorily acquire the less than 5 per cent of the group’s stock it is yet ...
Financial planning
Former Westpac head of financial planning and advice Brett Himbury has struck a short-term deal with Tower Australia to provide advice on the restructure of its dealer gr...
Financial planning
IWL’s holding in Sanford Securities has increased to 85 per cent following the recent recommendation by the latter’s independent board of directors for all remaining shar...
People & Products
Sanford Securities has appointed two top IWL staffers to its board of directors following the success of IWL’s pursuit for a majority stake in the broking group....
Financial planning
Ex-head of financial services at St George Bank, Paul Kofod, will join Commonwealth Bank as Head of Private Banking....
Financial planning
The recent ACA/ASIC survey was particularly scathing of the quality of financial planning advice provided by large distributors. George Liondis investigates....
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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...