CFS
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. ...
People & Products
BT’s head of platform distribution, Chris Mather, is to join CFS as the firm gears up to launch its new Edge platform next quarter....
People & Products
Colonial First State has launched a sustainable growth fund, Thrive+ , to help consumers invest in a sustainable way. ...
Financial planning
ASIC has lodged an appeal against the Federal Court’s ruling in favour of Commonwealth Bank and Colonial First State. ...
People & Products
Colonial First State has entered into a strategic partnership with deliver the new FirstChoice platform on Bravura’s Sonata Alta solution in conjunction with Tech Mahindr...
Financial planning
The Quality of Advice Review proposals present an opportunity to stop advice becoming exclusively accessible by wealthy Australians, according to Colonial First State, as...
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...