CFS

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...

People & Products

Colonial First State has appointed Jonathan Armitage as chief investment officer, replacing Scott Tulley who leaves the firm after three decades....

Superannuation

Australia has a large untapped workforce of older Australians who would delay retirement for up to 10 years if they were able to switch careers and achieve a better work ...

Financial planning

The demand and importance of advice is “only getting stronger”, according to CFS, as its FirstChoice platform tops the latest Wealth Insights report....

People & Products

Colonial First State has appointed EOS at Federated Hermes as its global stewardship provider to provide engagement, voting and public policy support for its global equit...

Funds management

In its first major move since the separation with Commonwealth Bank, Colonial First State has announced it will partner with FNZ for a platform launch by the end of the y...

Financial planning

The Commonwealth Bank has completed its sale of its 55% interest in Colonial First State to private equity firm KKR....

Superannuation

The Federal Court has ordered Colonial First State Investments Limited to pay a penalty of $20 million for misleading communications with members. ...

Expert Analysis

Growing demand for affordable financial advice is powering appetite for a new breed of low-cost index funds as a core holding in portfolios, writes Bryce Quirk....

People & Products

The solution captures fee consent for ongoing service fee agreements through Xplan and is validated through blockchain in a bid to reduce time spent on administration and...

Funds management

The Stewart Investors Worldwide Leaders Sustainability fund’s fee has reduced to 0.45% as the fund looks to help clients grow their wealth....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 6 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 days 4 hours ago