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Showing 41 - 50 of 154 results for "Financial Wisdom"

CFS swaps global equities managers

KANIKA SOOD  |  FRIDAY, 14 DEC 2018
... hiring for an asset allocation role. Colonial First State is set to demerge from CBA alongside Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and Mortgage Choice - together termed as ...

CBA sells CFSGAM, new wealth business chief executive appointed

KANIKA SOOD  |  WEDNESDAY, 31 OCT 2018
... chief financial officer for its wealth business, NewCo, which will include Colonial First State, Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and MortgageChoice. SocietyOne managing ...

Intra-fund advice conflicted: Royal Commission

KARREN VERGARA  |  THURSDAY, 16 AUG 2018
... long and messy process. Chun was grilled on intra-fund advice - an arrangement between CFS (the trustee) and Financial Wisdom, a CBA-aligned licensee that provides intra-fund advice to members of CFS superannuation. Behind this structure are grandfathered ...

CBA readies wealth demerger, records $9.2bn cash profit

DARREN SNYDER  |  WEDNESDAY, 8 AUG 2018
... results for businesses which include Colonial First State, CFS Global Asset Management (CFSGAM), Count Financial, Financial Wisdom and Aussie Home Loans. CFSGAM recorded net outflows of more than $25 billion, while the CFS super and investments business ...

Australian Unity expands investment bond offering

KARREN VERGARA  |  TUESDAY, 24 JUL 2018
... was head of advice development at Colonial First State and also held senior roles at Commonwealth Bank's Financial Wisdom dealer group.

HSBC quietly exits financial advice

KARREN VERGARA  |  THURSDAY, 5 JUL 2018
... the CFS Group - Colonial First State, Colonial First State Global Asset Management (CFSGAM), Count Financial, Financial Wisdom and Aussie Home Loans will operate separately. CBA will however retain Commonwealth Financial Planning which will sit within ...

CBA restructures executive leadership

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
... Group including Colonial First State, Colonial First State Global Asset Management (CFSGAM), Count Financial, Financial Wisdom and Aussie Home Loans. Cohen will also be responsible for strengthening the bank's customer relations and customer advocacy ...

CBA to demerge CFS, mulls further CommInsure sell-off

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
... Group will comprise Colonial First State, Colonial First State Global Asset Management (CFSGAM), Count Financial, Financial Wisdom and Aussie Home Loans. Commonwealth Financial Planning will be retained by the bank and form part of its consumer financial ...

ANZ dealer group chief departs

JAMIE WILLIAMSON  |  THURSDAY, 24 MAY 2018
... was head of advice development at Colonial First State and also held senior roles at Commonwealth Bank's Financial Wisdom dealer group. The appointment was a key part of Australian Unity's broader strategy to expand its offering for members and ...

Advice fintech shutters Sydney office

ALEX BURKE  |  TUESDAY, 15 MAY 2018
... now producing statements of advice for CBA pilot programs, which will apply to Commonwealth Financial Planning, Financial Wisdom and Count. Intiger explained it was working closely with CBA program management teams to "expand production volumes in line ...