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Showing 131 - 140 of 350 results for %22Commonwealth Bank Group Super%22

HSBC quietly exits financial advice

KARREN VERGARA  |  THURSDAY, 5 JUL 2018
... 2018. HSBC joins three of the major four banks currently in the thick of disposing financial planning units. Commonwealth Bank is the latest to demerge from wealth management. Under the CFS Group - Colonial First State, Colonial First State Global Asset ...

Multi-disciplinary industry trend continues: CBA

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
About half of all accounting firms are considering a move into financial planning. According to Commonwealth Bank, 43% of Australia's accounting firms are planning to add or grow their wealth management and financial planning capabilities in the ...

Advice group strengthens leadership team

JAMIE WILLIAMSON  |  TUESDAY, 19 JUN 2018
... more than 20 years' experience to the Fitzpatricks compliance team and has previously held roles with Suncorp, Commonwealth Bank and is a former legal officer, having completed a Bachelor of Laws at the Queensland University of Technology. All of the ...

Whitehelm Capital acquires AGL assets

KARREN VERGARA  |  FRIDAY, 27 APR 2018
... on behalf of Sustainable Energy Infrastructure, which it manages and is owned by MTAA Super and Commonwealth Bank Group Super. The portfolio comprises 18 small generation operations located throughout Australia, which includes landfill gas, biogas and ...

AMP's buyer of last resort measures scrutinised

JAMIE WILLIAMSON  |  MONDAY, 16 APR 2018
... of the financial services Royal Commission: NAB details serious compliance concerns in RC advice submission Commonwealth Bank refunding millions in fees for no service ANZ issues last minute RC submission correction Royal Commission must cast net wid ...

Royal Commission to grill FPA, AFA

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
... Financial Planning ANZ ASIC Association of Financial Advisers BT Financial Group Charter Financial Planning Commonwealth Bank Dover Financial Planning Association of Australia Genesys Wealth Advisers Hillross Financial Services Millennium 3 RI Advice ...

New super fund combats account erosion for young Aussies

JAMIE WILLIAMSON  |  WEDNESDAY, 28 MAR 2018
... Australians," he said. Maloney has built a career out of helping students, having worked with Apple and the Commonwealth Bank in the 1990s to establish a discounted financial product to help students fund their first computer. He is also the founder ...

Women-led super funds outperform again

ALEX DUNNIN  |  THURSDAY, 8 MAR 2018
... scores in the Rainmaker study were HESTA, Care Super, AvSuper, VicSuper, REI Super, Club Plus Super, MTAA Super, Commonwealth Superannuation Corporation, Tasplan and Energy Super. Rainmaker conceded its study may be effected by survivorship bias as women ...

Commonwealth Bank recruits Suncorp executive

JAMIE WILLIAMSON  |  FRIDAY, 16 FEB 2018
Commonwealth Bank has appointed a new general manager, advice professional services from Suncorp. The bank has confirmed that Ronna Ludgate commenced in the role at the end of January, leaving her position as head of distribution, conduct and professional ...

Vertically integrated institutions failing to manage conflicts of interest

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2018
... and 1 January 2017 to 31 March 2017; analysing 200 client files from the financial planning arms of AMP, ANZ, Commonwealth Bank, NAB and Westpac and respective dealer groups. In reviewing case files provided by the institutions, ASIC found 75% of the ...