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CFS
Financial planning
The extension of the APRA performance test to trustee-directed products could lead to difficult conversations for advisers if tax events mean their clients are unable to ...
Expert Analysis
Many advice practices believe that taking on Professional Year advisers will drain resources. But forward-thinking firms are putting them at the heart of their strategy t...
People & Products
Colonial First State has appointed a new group chief executive following a global search. ...
Financial planning
Dispelling the notion that advice is for older Australians, new research has found Australians under 40 are more open to receiving advice than their older counterparts, t...
Financial planning
Two new reports from CFS and Challenger have highlighted the benefits consumers gain from seeking advice as over half of those aged 50 and over fear outliving their savin...
Financial planning
Managed accounts can be a benefit for advisers in their professional year, according to experts, as they pose a lower compliance burden and improved risk management. ...
People & Products
Colonial First State has appointed two investment professionals from MLC Asset Management and AustralianSuper. ...
Expert Analysis
The annual superannuation performance test results are just days away and some Choice options will also be under the microscope for the first time, writes Craig Day....
People & Products
There are three standout platforms dominating the advice market, based on feedback to Adviser Ratings, as the shrinking pool of advisers become a powerful arbiter....
Financial planning
Keeping great service, integrating with advisers’ existing processes and making it easy to work with are the three guiding principles for CFS in the development of its E...
Superannuation
Two super funds are expected to have almost two-thirds of their assets held by retirees by 2032, according to research by Rainmaker Information....
Superannuation
Colonial First State Investments has reached an in-principle settlement regarding a superannuation class action about grandfathered commission....
Financial planning
Wraps, platforms and master trusts FUM declined to $982.5 billion over the year to end of March 2023, although some market leaders like HUB24 and Netwealth experienced do...
People & Products
After almost seven years at Colonial First State, most recently as director of investment sales, John Steele has moved over to Platinum Asset Management....
Funds management
Ahead of the 2023 Fund Manager of the Year Awards on 22 June, Money Management spoke to finalists of the Infrastructure Fund of the Year category....
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MARKET INSIGHTS
Podcast
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?...