CFS
Expert Analysis
The promise of digital advice tools to address the supply/demand inequity is no longer a dream but a very present reality, writes Shaun Green....
People & Products
The platform has expanded its investment suite with a range of managed account options from Morningstar, following its addition of SMAs from Infinity Asset Management las...
Funds management
Colonial First State has added $3 billion in more than a dozen separately managed accounts from Infinity Asset Management to its Edge platform....
Funds management
Less than 10 per cent of Australian consumers fully understand ESG or sustainable investing, CFS reveals, as confusion around these terms persists. ...
Financial planning
Financial advice network Viridian Advisory has selected CFS Edge as its wealth and managed account platform....
People & Products
Colonial First State has added 25 managed accounts to its Edge platform from Atchison, Drummond and Russell Investments. ...
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....
Never miss the latest news and developments in wealth management industry
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...