CFS
Financial planning
CFS platforms have exceeded $535 million thanks to advisers driving annuities to meet complex retirement needs while maintaining admin efficiencies....
Financial planning
Some financial advisers tended to overestimate the financial literacy levels of clients, while other advisers were expressing the need to explain financial concepts to cl...
Funds management
Atrium Investment Management has chosen the Colonial First State wrap platform to launch a new SMA solution....
People & Products
The T. Rowe Price Global Equity offering has been added to the Colonial First State FirstChoice platform....
Funds management
Global equities had been more popular than domestic shares, passive strategies had increased and weighted index funds had seen snowballing growth, CFS said. ...
Funds management
Morphic Asset Management’s global opportunity fund was added to some of the industry’s largest platforms due to strong demand. ...
Funds management
AllianceBerstein has hired Gates Moss, a senior investment analyst from CFSGAM, as AB’s senior research analyst for its equities team. ...
Funds management
The most volatile Australian managed funds have generated the best returns in their class over three years, according to Money Management. ...
Financial planning
CFS has introduced online tools to enable instant set-up of client accounts and will launch various managed accounts solutions on its wrap....
Financial planning
Sticking with the current rules on non-concessional contribution caps could lead to paying double tax in the future, according to CFS....
Superannuation
Colonial First State has launched a super investment option on its FirstChoice platform designed for Millennials....
Funds management
Colonial First State’s platform offerings are back to their best in the eyes of financial planners, taking the top two spots in Wealth Insights’ Service Level Report....
Knowledge Centre
Colonial First State’s alliance with the Sanlam Group provides a series of innovative investment solutions to the Australian market, designed to help manage the risk asso...
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MARKET INSIGHTS
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...