COLONIAL FIRST STATE

Financial planning

Unadvised Australians believe they need $2 million to retire comfortably, according to Colonial First State, a wide variance compared to advised individuals which estimat...

Financial planning

Colonial First State has launched CFS 10x, a program designed to help financial advice practices grow their business....

Financial planning

With more than one in three consumers unable to identify a single benefit of financial advice, the industry has been urged to better articulate the positive impact of see...

Financial planning

KKR, global investment firm and majority owner of Colonial First State, has launched an education platform for financial advisers to educate them on alternative assets. ...

People & Products

Research house Zenith Investment Partners has appointed a managed accounts expert from Colonial First State to a newly created product role....

People & Products

Centrepoint Alliance has appointed a former senior Colonial First State executive as an independent non-executive director on its board....

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....

People & Products

Colonial First State has added 25 managed accounts to its Edge platform from Atchison, Drummond and Russell Investments. ...

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. ...

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....

Superannuation

The regulator failed to overturn a Federal Court finding that the Commonwealth Bank of Australia and Colonial First State did not receive “conflicted remuneration” benefi...

People & Products

The global investment management firm has welcomed Benjamin Abell as its Australian head of product and strategy....

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Policy & Regulation

Regulatory action against Colonial First State and Commonwealth Bank alleging breaches of conflicted remuneration laws have been dismissed by the Federal Court....

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Expert Analysis

In the life of the modern money manager, achieving balance seems to be an almost never-ending journey, writes Jonathan Armitage....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

2 days 23 hours ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

2 days 23 hours ago
JOHN GILLIES

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

3 days 18 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 2 weeks ago