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Showing 51 - 60 of 73 results for "Wealth Financial"

Advice GM leaves ANZ

ALEX BURKE  |  TUESDAY, 9 FEB 2016
ANZ's general manager advice and open market channels has announced he will leave the bank to pursue other opportunities. Neil Younger took the advice reins at ANZ in 2014 following the departure of Paul Barrett, who has since formed AZ Next Generation ...

CBA makes senior advice appointment from AMP

ALEX BURKE  |  WEDNESDAY, 9 DEC 2015
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. ...

AFA Rising Star finalists announced

ALEX BURKE  |  FRIDAY, 2 OCT 2015
... Association of Financial Advisers and ANZ Wealth have announced the finalists for its 2015 Rising Star award. Peel Wealth Financial Planning's Katherine Cairns, Mr Insurance's Declan Doolan, Harvest Wealth's Kylie George, AP Financial Solutions' Adrian ...

CBA rolls out IRESS systems to all advice groups

LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
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 ...

Advice M&A activity set to soar in 2015

LAURA MILLAN  |  MONDAY, 9 MAR 2015
Advice business mergers and acquisitions are set to reach unprecedented levels in 2015 thanks to regulatory certainty and an increasing demand for independent financial advice. "The shackles of poor investment markets and legislative uncertainty have ...

NAB to face Senate grilling over advice scandal

LAURA MILLAN  |  FRIDAY, 6 MAR 2015
National Australia Bank (NAB) head of wealth Andrew Hagger will face tough questioning from the Senate Economics Committee at a hearing in Melbourne this afternoon. "The reason why we called this hearing is because we want to get to the bottom of this ...

FEATURE: 2014 year in review

MARK SMITH, LAURA MILLAN, JAMES FERNYHOUGH  |  FRIDAY, 12 DEC 2014
This year has been another busy one for the financial servives industry. FoFA remained on the radar and the Financial System Inquiry has the potential to change things in a big way. The Financial Standard team takes a look at the issues that made waves ...

Financial Wisdom and Count also subject to higher standards

LAURA MILLAN  |  THURSDAY, 23 OCT 2014
Advisers at Commonwealth Bank-owned (CBA) Financial Wisdom and Count Financial will be subject to higher education standards from today, joining their counterparts at Commonwealth Financial Planning and BW Financial Advice. The new standards apply to ...

FPA chair Rowe stands down, Kendall takes the reins

LAURA MILLAN  |  TUESDAY, 21 OCT 2014
... planner and pro bono advice advocate Neil Kendall. Board member and iPac chief executive Patrick Canion and Crystal Wealth financial planner Louise Lakomy are also stepping down. They will be replaced by Financial Spectrum general manager and adviser ...

CBA receives 4200 requests for advice review

JAMES FERNYHOUGH  |  MONDAY, 13 OCT 2014
Approximately 4,200 customers of Commonwealth Financial Planning (CFP) and Financial Wisdom have applied to have advice they received reviewed by the Commonwealth Bank's (CBA's) Open Advice Review program. This figure represents around 1% of customers ...