The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 101 - 110 of 142 results for "Commonwealth Financial Planning"

Retired High Court judge to chair CBA review panel

LAURA MILLAN | FRIDAY, 11 JUL 2014

... advice process over the past years and of the way it dealt with consumer complaints. Customers of Commonwealth Financial Planning and Financial Wisdom who may have received poor financial advice between September 2003 and July 2012 will be able to request ...

CBA's Narev leaves key questions unanswered

LAURA MILLAN | FRIDAY, 4 JUL 2014

... how many people have been made redundant as a consequence of the scandals involving the bank's Commonwealth Financial Planning (CFPL) and Financial Wisdom. "We went through a process of making sure that the involvement of everybody was looked at, but ...

FPA calls for industry summit to restore trust in advice

LAURA MILLAN | THURSDAY, 3 JUL 2014

... Committee recommendation to set up a Royal Commission to investigate cases of bad advice within Commonwealth financial planning businesses. "We need a system where when things go wrong, members of the profession act with speed and complete fairness." ...

CBA opens up compensation review to all advice clients

LAURA MILLAN | THURSDAY, 3 JUL 2014

... committee inquiry." The Open Advice Review program will re-evaluate the advice given to clients of Commonwealth Financial Planning (CFPL) and Financial Wisdom. The bank has set up a dedicated team, a website and a phone number to attend customer's demand ...

Inquiry sees spike in demand for legal action against CBA

LAURA MILLAN | WEDNESDAY, 2 JUL 2014

... their homes or their lifetime savings." The inquiry was prompted by cases of bad advice within Commonwealth Financial Planning (CFPL) and Financial Wisdom, both owned by CBA. Ivantsoff said that the victims have shown him letters from Financial Wisdom ...

CBA apologies again, refutes reckless culture accusations

LAURA MILLAN | FRIDAY, 27 JUN 2014

... the bank responded in a written statement. "The Group takes very seriously the past events in [Commonwealth Financial Planning] CFP and [Financial Wisdom] FWL. The Group has worked openly and transparently with the Senate Committee and ASIC throughout ...

CBA forced to review poor compensation methods

LAURA MILLAN | MONDAY, 19 MAY 2014

Commonwealth Financial Planning and Financial Wisdom will have to reopen compensation processes for more than 4,000 clients after its methods were found to be inconsistent and disadvantaged customers. The Australian Securities and Investments Commission ...

Wake-up call for watchdog after inquiry

LAURA MILLAN | TUESDAY, 22 APR 2014

... reports that it had taken the regulator 16 months to act on cases of serious misconduct within Commonwealth Financial Planning, but the Commission soon made it clear that the inquiry would look at ASIC's broad performance. Williams stressed the need ...

ASIC admits wrongdoing in Senate hearing

LAURA MILLAN | FRIDAY, 11 APR 2014

... Kell admitted that "it took us too long to move to the next step" when it became apparent that Commonwealth Financial Planning (CFP)'s management was not responding to the regulator's request to tackle the problems. "We should have acted earlier," senior ...

ASIC dictates seven-year ban for rogue CBA adviser

LAURA MILLAN | MONDAY, 7 APR 2014

The Australian Securities and Investments Commission (ASIC) has banned Commonwealth Financial Planning adviser Jade Zaicew for seven years. Zaicew's banning follows ASIC actions against former CBA advisers Don Nguyen, Ricky Gillespie, Simon Langton ...

PAGE:

Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

Videos

Brought to you by

The market has changed. The opportunity hasn't.

Strength amid noise

Maintaining a fundamental focus in a world obsessed with the short term

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

A guaranteed future

Follow the leaders

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE