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Showing 771 - 780 of 3425 results for commonwealth bank

IOOF executive takes new role

JAMIE WILLIAMSON  |  FRIDAY, 13 JUL 2018
... Herold was a portfolio manager at AMP and held the same role at Pengana Capital. She has also held roles with Commonwealth Bank, J.P. Morgan and Henderson Global Investors. In announcing Herold's appointment, Centrepoint's advice solutions executive ...

CBA should have done more: Federal Court

HARRISON WORLEY  |  WEDNESDAY, 11 JUL 2018
The Federal Court judge who slapped the Commonwealth Bank with a $5 million pecuniary penalty over its role in setting the bank bill swap rate said the bank should have better supervised its staff. Justice Beach of the Federal Court delivered the assessment ...

CBA, ANZ told to clean up superannuation distribution

KANIKA SOOD  |  FRIDAY, 6 JUL 2018
An ASIC investigation alleges Commonwealth Bank and ANZ branches offered superannuation products to customers at the end of general fact-finding processes, which the customers may have mistaken as "personal" advice rather than "general" advice. Commonwealth ...

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 ...

AI and avatars set to alter wealth management

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
... a better view of all the factors that might impact a decision that they take," FaceMe said. Last month, the Commonwealth Bank-owned ASB Bank launched a digital assistant created in partnership with FaceMe, to help small-to-medium business (SME) owners ...

Advisory and wealth firm appoints chief

KARREN VERGARA  |  WEDNESDAY, 4 JUL 2018
... Australian Army. Sacre's 25 years' experience in banking and financial markets include senior roles with ANZ, Commonwealth Bank, the Bank of Sydney, the AME Group, NAB, JP Morgan and HSBC. He's also worked in financial markets in New York ...

CBA restructures executive leadership

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
Commonwealth Bank made a raft of changes to its executive lineup following the announcement of plans to demerge its wealth management business. Current chief risk officer David Cohen has been promoted to deputy chief executive, charged with leading ...

CBA to demerge CFS, mulls further CommInsure sell-off

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
Commonwealth Bank is demerging its wealth management business and undertaking a strategic review of its general insurance arm. Standing as a separately listed wealth management business, CFS Group will comprise Colonial First State, Colonial First State ...

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 ...