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Showing 41 - 50 of 566 results for %22Commonwealth Financial Planning%22

Test-induced movement marginal: Data

JAMIE WILLIAMSON  |  WEDNESDAY, 10 NOV 2021
... One, AvSuper Growth, BOC MySuper, Christian Super's My Ethical Super, Colonial First State's FirstChoice, Commonwealth Bank Group Super's Accumulate Plus Balanced, EISS Balanced, LUCRF Super's MySuper, Maritime Super's MySuper, BT ...

Adviser exits continue, industry recruits 50

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... Business Services (422), Charter Financial Planning (411) and Consultum Financial Advisers (375). Morgans (179), Commonwealth FP (179) and Aware Financial Services (162) are the largest licensees when it comes to providing risk advice. As for the largest ...

Commonwealth Financial Planning to shutter

ELIZABETH MCARTHUR  |  TUESDAY, 26 OCT 2021
Commonwealth Financial Planning is closing, Commonwealth Bank announced today. From today forward, Commonwealth FP cannot take on any new financial advice clients. Existing advisers and clients will have until November 30 to work out next steps, before ...

Morningstar hires new research business head

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
... to 2014. He was also head of sales at Colonial First State and general manager of advice strategy and projects at Commonwealth Bank, before leading Chelsea Wealth Management. In recent years, he has been independently consulting. "Morningstar has such ...

Adviser overwhelm explained

ELIZABETH MCARTHUR  |  TUESDAY, 21 SEP 2021
... reforms would finally come into action. In 2014, there was an inquiry into ASIC and the issues in Commonwealth Financial Planning. The same year saw the Financial System Inquiry and the parliamentary joint committee proposal to lift professional standards. ...

Results out: 13 funds fail YFYS performance test

KANIKA SOOD  |  TUESDAY, 31 AUG 2021
... One, AvSuper Growth, BOC MySuper, Christian Super's My Ethical Super, Colonial First State's FirstChoice, Commonwealth Bank Group Super's Accumulate Plus Balanced, EISS Balanced, LUCRF Super's MySuper, Maritime Super's MySuper, BT ...

Profit boost for CBA, ups remediation bill

KARREN VERGARA  |  WEDNESDAY, 11 AUG 2021
... actions that involves Colonial First State Investments (CFSI). The advice class action relates to Commonwealth Financial Planning, Financial Wisdom and CommInsure, which alleges that advisers failed to act in customers' best interest when recommending ...

Colonial First State adds to board

KANIKA SOOD  |  THURSDAY, 5 AUG 2021
... role late last year, as Anne Ward retired after chairing the boards for eight years. CFSIL and Avanteos are owned by Commonwealth Bank. In July, CFS promoted general manager of product Kelly Power to chief executive for CFS Superannuation, which also ...

New AIA advice unit names chief executive

KARREN VERGARA  |  FRIDAY, 30 JUL 2021
... advice business has named a chief executive to lead its efforts, as the life insurer brings some Commonwealth Financial Planning advisers into the fold. The life insurer has set up AIA Financial Wellbeing, led by Pina Sciarrone, who is the chief executive ...

Commonwealth FP under review, partially offloaded

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
Commonwealth Bank has transferred part of Commonwealth Financial Planning to AIA, with the remainder of the business now subject to a strategic review. The big bank has offloaded part of Commonwealth FP to AIA Financial Services, a wholly owned subsidiary ...