CFS
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....
People & Products
In partnership with Lonsec, Zenith and Morningstar, it will offer 23 new managed account specialist portfolios on its FirstChoice Personal Super and Pension platform....
Superannuation
The Federal Court has found that it made false or misleading representations to members to avoid them moving to the MySuper product....
Financial planning
Advisers are now turning to focus on their business growth but the workload around fee consent requirements are a burden and they need efficient processes to lower this l...
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...