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CFS
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....
Financial planning
A panel of industry experts believe there is a role for banks to play in providing advice but are expectant of the Quality of Advice review‘s recommendations focusing on ...
Funds management
Reflecting on the seemingly slow pace of innovation in Australia’s financial services sector, panellists at the SIAA conference have warned foreign entrants could bring a...
People & Products
Kelly Power, chief executive of Colonial First State Superannuation, has been appointed to the Financial Services Council board....
Financial planning
CFS may be investing millions in adviser technology but the firm believes digital solutions will act as enabler rather than a replacement for in-person financial advice. ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...