CFS
Financial planning
Advisers are now serving more ongoing clients, according to a CFS report, but efficiency limitations continue to hinder the 82 per cent looking to serve more. ...
Funds management
Global X has appointed a former CFS director as its new head of marketing to lead the firm’s brand strategy and marketing initiatives. ...
Financial planning
CFS has formed a strategic partnership with the University of Sydney to support the responsible development of AI solutions in the wealth management sector....
Funds management
JP Morgan Asset Management has identified Australia as an “emerging growth market” as it seeks to double its assets under management in the Asia-Pacific region in the nex...
Funds management
Colonial First State has appointed J.P. Morgan Asset Management to manage two global equity strategies run as multimanager single sector options. ...
Funds management
Global asset management group First Sentier has announced a successor for Mark Steinberg, who is due to step down at the end of the year....
Financial planning
Colonial First State has exceeded $20 billion invested in its CFS managed accounts, announcing multiple expansions to its platform offering. ...
Funds management
Colonial First State has launched a small-cap fund with Wellington Management, its third fund with the US investment manager....
Financial planning
Financial advice has an important role to play in navigating family discussions around inheritance, according to CFS, with younger generations expecting a windfall of mor...
Financial planning
A failure to implement a succession plan could negatively impact the sale price of an advice firm, with almost half of practices telling CFS that they would struggle to o...
Financial planning
Colonial First State has partnered with JP Morgan Asset Management to make its inaugural private equity allocation, continuing the firm’s expansion into unlisted asset cl...
Funds management
Global investment manager First Sentier Investors has launched an umbrella brand to provide greater clarity around its shift to a multi-affiliate asset manager encompassi...
Funds management
First Sentier Investors chief executive, Mark Steinberg, is set to depart the asset manager after seven years. ...
Financial planning
Two advice platforms have been identified by Adviser Ratings as standouts for efficiency as time-pressured advisers become evermore fickle in their platform selection. ...
Financial planning
Padua Solutions has poached an individual from Colonial First State to take on a newly created role focused on overseeing its technical capabilities. ...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...