CFS

Funds management

First Sentier Investors chief executive, Mark Steinberg, is set to depart the asset manager after seven years. ...

Financial planning

Two advice platforms have been identified by Adviser Ratings as standouts for efficiency as time-pressured advisers become evermore fickle in their platform selection. ...

Financial planning

Padua Solutions has poached an individual from Colonial First State to take on a newly created role focused on overseeing its technical capabilities. ...

Financial planning

Colonial First State has announced the latest manager to join its Edge managed accounts menu, focusing on providing investors with a strategic income....

Financial planning

Two-thirds of Australians would like to see legislative change to enhance the accessibility of financial advice, according to CFS, with those aged 40–49 being the most ea...

Financial planning

Higher cost-of-living challenges are placing significant strains on Australians’ mental and financial wellbeing, according to CFS, while access to crucial guidance remain...

Funds management

Colonial First State has chosen Franklin Templeton specialist investment manager, Martin Currie Australia, to manage a mandate on its FirstChoice platform....

Funds management

Australian Ethical Investment has welcomed an independent non-executive director to its board, who previously spent a decade as Colonial First State’s CEO....

Financial planning

Self-licensing specialist My Dealer Services has teamed up with Colonial First State to deliver technical support to its network of over 400 self-licensed financial advis...

Funds management

Colonial First State has awarded a significant $1 billion mandate to a global investment management firm amid the growing investor interest for global fixed income....

Financial planning

Colonial First State has added several new international managed accounts to its Edge platform amid adviser and licensee demand for global investment opportunities....

Financial planning

Research by Colonial First State has found women are reluctant to make retirement preparations, despite 62 per cent saying they feel that they are unable to achieve a com...

Financial planning

Colonial First State has announced a suite of dynamic investment solutions on the FirstChoice and Edge platforms to help investors navigate inflation and market volatilit...

Financial planning

Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week....

Financial planning

Increasing revenue per client is a strategic priority for over half of financial advice businesses, a new report has found, with documented processes being a key way to a...

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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 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 5 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....

2 days 21 hours ago