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| | | ... and 1 January 2017 to 31 March 2017; analysing 200 client files from the financial planning arms of AMP, ANZ, Commonwealth Bank, NAB and Westpac and respective dealer groups. In reviewing case files provided by the institutions, ASIC found 75% of the ... |
| | | | ... advisers, according to ASIC. CBA will review the five former representatives' advice, licenced under subsidiaries Commonwealth Financial Planning and Financial Wisdom, as part of additional conditions ASIC imposed on AFSLs in August 2014. The banking ... |
| | | | ... Knight is also a board member of OneVue, the Australian Office of Financial Management, and is the chairman of the Commonwealth Government Affordable Housing Implementation Taskforce. Feldmanis spent four years at TCorp as chief financial officer and ... |
| | | | Commonwealth Bank customers can now complete more than 200 banking tasks using a newly-launched chatbot. Leveraging artificial intelligence, the bank has launched Ceba, a 24/7 chatbot capable of recognising about 60,000 variations of questions regarding ... |
| | | | ASIC banned a former Commonwealth Financial Planning adviser from providing financial services for five years. ASIC found Kimberley Holgate advised clients to rollover their existing superannuation account to a new product issued by CBA's subsidiary ... |
| | | | ... summer school holidays, leaving many without a budget financially stressed, a new survey shows. Research from the Commonwealth Bank found children tend to ask parents for money eight times more compared to regular school periods, leading to 50% of respondents ... |
| | | | Commonwealth Bank began 2018 with the creation of a new senior role, welcoming its first managing director, head of global markets research. Former chief economist for Colonial First State Global Asset Management, Stephen Halmarick, joined CBA in the ... |
| | | | ... clients." In December 2017, Bravura inked a new deal with New Zealand financial services provider ASB Bank. The Commonwealth Bank subsidiary will use Bravura's Sonata platform across its operations under the long-term contract, which includes KiwiSaver ... |
| | | | ... 20-year career in financial services, including eight years with Perpetual, and positions at Deloitte and the Commonwealth Bank. Infinity Wealth managing director Andrew Masson told Financial Standard that Gamble's appointment was a coup. "Being able ... |
| | | | Shareholders in the class action against the Commonwealth Bank will receive funding from two IMF Bentham investment vehicles with aggregated capital of $150 million, moving a potentially record-breaking class action against the bank one step closer. ... |
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