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CFS
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. ...
Financial planning
Colonial First State has announced the latest manager to join its Edge managed accounts menu, focusing on providing investors with a strategic income....
Financial planning
Two-thirds of Australians would like to see legislative change to enhance the accessibility of financial advice, according to CFS, with those aged 40–49 being the most ea...
Financial planning
Higher cost-of-living challenges are placing significant strains on Australians’ mental and financial wellbeing, according to CFS, while access to crucial guidance remain...
Funds management
Colonial First State has chosen Franklin Templeton specialist investment manager, Martin Currie Australia, to manage a mandate on its FirstChoice platform....
Funds management
Australian Ethical Investment has welcomed an independent non-executive director to its board, who previously spent a decade as Colonial First State’s CEO....
Financial planning
Self-licensing specialist My Dealer Services has teamed up with Colonial First State to deliver technical support to its network of over 400 self-licensed financial advis...
Funds management
Colonial First State has awarded a significant $1 billion mandate to a global investment management firm amid the growing investor interest for global fixed income....
Financial planning
Colonial First State has added several new international managed accounts to its Edge platform amid adviser and licensee demand for global investment opportunities....
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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...
So we are now underwriting criminal scams?...