Search ResultsShowing 1 - 10 of 100+ results for "Financial Wisdom"
CBA wealth boss to exit
KANIKA SOOD  |  WEDNESDAY, 13 NOV 2019
... late July this year. The original plan for NewCo was for it to include Colonial First State, Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and Mortgage Choice. The bank later put the ...
Adviser moves show industry upheaval
ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
... months. From July to October end, Commonwealth Financial Planning lost over 100 advisers, going from 568 to 447. Financial Wisdom, which is in the process of shuttering, lost 93 advisers, down from 322 to 229. Meanwhile, Aon Hewitt lost a significant ...
Whistleblower calls out approved product lies
ELIZA BAVIN  |  WEDNESDAY, 23 OCT 2019
... to meet their clients' needs under their best interest obligations." Mack Ballantyne, general manager of Financial Wisdom at Commonwealth Bank said: "The insurance APL provides advisers with a highly-researched shortlist that we believe would be ...
CommSec responds to sale rumours
ELIZABETH MCARTHUR  |  TUESDAY, 17 SEP 2019
... businesses are split across its business bank (CommSec), business bank (Commonwealth Financial Planning)and NewCo (Financial Wisdom). CBA recently offloaded Count Financial to CountPlus for $2.5 million with a $200 million indemnity.
CBA remediation bill drags performance
KARREN VERGARA  |  WEDNESDAY, 7 AUG 2019
... fees and AUM, CFSGAM's bottom line dipped 18% to $240 million. CBA also announced today it will shut down Financial Wisdom . It will additionally allow Pathways advisers to commence transitioning elsewhere. CBA paid a dividend of $4.31 per share. ...
Financial Wisdom to shut down
JAMIE WILLIAMSON  |  WEDNESDAY, 7 AUG 2019
Commonwealth Bank has confirmed it will close Financial Wisdom. It will also allow Pathways advisers to commence transitioning elsewhere. Releasing its full year results today, the bank has confirmed it will commence the assisted closure of Financial ...
ASIC reveals advice remediation progress
HARRISON WORLEY  |  THURSDAY, 1 AUG 2019
... figure was provided by Commonwealth Securities, with Commonwealth Private, Commonwealth Financial Planning, Financial Wisdom and Count Financial reporting no staff were working on the program. All CBA entities except Commonwealth Securities and Commonwealth ...
CFSGAM sale clears regulatory hurdles
KANIKA SOOD  |  FRIDAY, 26 JUL 2019
... were to be spun off as a separate entity called "NewCo" which included Colonial First State, Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and Mortgage. SocietyOne managing director ...
Financial advice firm grows
JAMIE WILLIAMSON  |  THURSDAY, 25 JUL 2019
... CBD, Brisbane and on the NSW Central Coast. Both EWM and Warren McHattan Financial Services are licensed by Financial Wisdom, and EWM was the founding Australian firm of AZ NGA.
Commonwealth Bank mulls retail advice business sale
KANIKA SOOD  |  FRIDAY, 21 JUN 2019
... sit), retail bank (where the salaried advisers under Commonwealth Financial Planning sit) and in NewCo (with Financial Wisdom). On June 13, CBA said it entered into an agreement to sell Count Financial , which has 351 advisers and was to be a part of ...
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