Search Results | Showing 31 - 40 of 48 results for "CBA exec" |
| | | The Commonwealth Bank has responded to reports by Fairfax claiming a CBA bank teller had provided personal advice to a now-deceased customer. Last week Fairfax revealed CBA is working through a $68,000 compensation claim as part of its Open Advice Review ... |
| | | | KordaMentha Forensic's third report on the varied licence conditions imposed on Commonwealth Financial Planning and Financial Wisdom has revealed compensation has been offered to a further 185 cases. The report was required under the additional conditions ... |
| | | | Commonwealth Bank will pay $180,000 in penalties and write off $2.5 million in loan balances, following an internal review. The penalties will be paid following breaches of responsible lending laws in relation to overdraft facilities; CBA reported these ... |
| | | | With the retirement income debate reaching an industry fever pitch, Alex Burke investigates a new approach to portfolio construction that aims to manage both sequence and longevity risk simultaneously. If you ask industry consultant John Wiseman, the ... |
| | | | The fourth update on CBA's Open Advice Review has been released, which the bank said is evidence that the "majority of customers" assessed so far received appropriate advice. The report, prepared by Promontory Financial Group, is based on the nearly ... |
| | | | CBA has appointed a new general manager, bank financial planning and an independent chair to its advice board. Hugh Humphrey joins CBA from AMP, where he was director, strategy and transformation for the group's advice, bank and corporate super businesses. ... |
| | | | CBA's advice arm will extend its Woman and Financial Planning education program to all of its 600 employed planners. The program, which has been trialled with 110 advisers from Financial Wisdom and Count Financial, educates advisers about women's unique ... |
| | | | ... fund's chief marketing officer Mary Murphy has been promoted to the newly-created position of chief digital officer. CBA exec to head Westpac Institutional Bank - CBA executive general manager of retail products and third party banking Lyn Cobley has ... |
| | | | A top Commonwealth Bank (CBA) executive has been appointed group executive of Westpac Institutional Bank (WIB) following the departure of Rob Whitfield. CBA executive general manager of retail products and third party banking Lyn Cobley will head WIB ... |
| | | | Commonwealth Bank (CBA) has extended the use of its IRESS technology solutions to all of its financial planning groups. IRESS was already deployed within CBA-owned Count Financial and the Commonwealth Bank's Business and Private Bank. The new agreement ... |
|