The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 71 - 80 of 154 results for "Financial Wisdom"

Barrett in buyout mode, acquires CBA firm

LAURA MILLAN | MONDAY, 11 MAY 2015

... secured a partnership with such a high caliber firm," Barrett said. EWM advisers have operated under CBA-owned Financial Wisdom Australian financial services licence (AFSL) since June 2013. Commenting on the ownership change, Cook said: "This transaction ...

Report confirms failed CBA compensation

LAURA MILLAN | THURSDAY, 23 APR 2015

... Securities and Investments Commission (ASIC) enforceable undertaking to Commonwealth Financial Planning (CFPL) and Financial Wisdom (FWL) in 2011. Despite being under ASIC's surveillance, in 3,452 of the 4,330 cases assessed in the Compensation Program ...

CBA rolls out IRESS systems to all advice groups

LAURA MILLAN | WEDNESDAY, 11 MAR 2015

... implemented in all of the group's licensees, including Commonwealth Financial Planning, Bankwest Financial Advice and Financial Wisdom. "This investment in technology will help us secure and enhance the financial wellbeing of our customers by ensuring ...

Ex-ANZ adviser sent to jail over $6m fraud

LAURA MILLAN | WEDNESDAY, 11 FEB 2015

... January 1989 and December 2012. Between September 1992 and June 1996 she was a securities representative with Financial Wisdom (now owned by Commonwealth Bank) and in February 2004 she became an authorised representative of ANZ-owned Millenium3. In December ...

FEATURE: 2014 year in review

MARK SMITH, LAURA MILLAN, JAMES FERNYHOUGH | FRIDAY, 12 DEC 2014

... arm. The year started with hundreds of submissions from disgruntled Commonwealth Financial Planning (CFPL) and Financial Wisdom (FW) customers being made public by the Senate Economics Committee inquiry into the performance of the Australian Securities ...

ASIC to watch CBA advisers closely

LAURA MILLAN | FRIDAY, 14 NOV 2014

... has appointed a compliance expert to examine the performance of advisers at Commonwealth Financial Planning and Financial Wisdom. KordaMentha Forensic will review past activities by Commonwealth Bank (CBA) advisers and will report to ASIC three times. ...

CBA appoints litigators as customer advocates

LAURA MILLAN | MONDAY, 3 NOV 2014

... CBA's program to compensate victims of advice given by financial planners at Commonwealth Financial Planning and Financial Wisdom. CBA also announced "an extension of the customer contact element of the program," but said that details about it will be ...

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 ...

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 ...

CBA looks for plaintiffs to assist in remediation process

LAURA MILLAN | MONDAY, 25 AUG 2014

... inquiry unveiled systemic problems within CBA's financial advice businesses Commonwealth Financial Planning and Financial Wisdom. CBA is offering customers an independent assessment of the advice received at no cost and those who are not satisfied with ...

PAGE:

Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

Videos

Brought to you by

The market has changed. The opportunity hasn't.

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

Strength amid noise

A guaranteed future

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

Maintaining a fundamental focus in a world obsessed with the short term

Follow the leaders

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE