COLONIAL FIRST STATE
Editorial
Mike Taylor writes that the FPA’s referral arrangement with big industry fund Cbus represents yet another indicator that, having lost the war prosecuted by the industry f...
Funds management
Research group Lonsec and actuarial firm Milliman have teamed up with a cohort of product providers to tackle retirement-related concerns. ...
Funds management
Global manager re-enters market with new funds line-up...
Superannuation
Senior industry fund identities have pointed to competitive tensions with the major banks and the possibility of becoming mutual banks....
Funds management
Managers with diversified investments strategies are using more beta positions and asset allocation moves to boost portfolios....
People & Products
UBS Global Asset Management has appointed Tracey McNaughton as head of investment strategy in Australia....
Financial planning
The Bennelong Kardinia Capital Absolute Return fund has lowered its initial investment amount for retail investors to $20,000 and moved to provide daily liquidity....
Financial planning
Independent research into some of the issues confronting advisers who take the plunge “off-platform” also identifies occasions when it makes sense to move, writes Linda E...
People & Products
Godfrey Pembroke head of planning business moves to bank role and replaced with MLC executive....
Financial planning
CommInsure launches new service aimed at speeding up coverage for Colonial First State clients. ...
Funds management
New analysis from CFS Global Asset Management points to how higher savings helped with deleveraging and the risks associated with a lower currency....
Financial planning
Lower-cost and flexible pricing models have been the most successful elements in driving planners’ satisfaction with investment platforms, according to a new report by In...
Financial planning
Strategic partnerships between product and service providers and dealer groups appear to be going through a phase of revival with the renewed optimism in the markets....
Financial planning
It was not a formal valedictory but Financial Services Minister, Bill Shorten, used an FSC function to thank those involved in the FOFA and financial services policy chan...
Superannuation
CBA and CFS have rolled out a simple superannuation product which targets the unadvised Gen Y market. ...
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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...