COLONIAL FIRST STATE
Funds management
The retail managed funds sector has grown 4.5 per cent in the March quarter; however the “sell in May and go away” syndrome may plague Australian markets later this year....
Financial planning
Macquarie Wrap has joined other large-scale platform providers in providing its users with fee disclosure statement (FDS) functionality in the lead-up to the start date o...
Editorial
As advisers become increasingly time-poor, multi-manager funds seem to have emerged as an ‘all-in-one’ solution they need for their clients. But as Benjamin Levy reports,...
Superannuation
Corporate super advisers will need to team up with super fund administrators to ensure a continuation of their revenue stream as a result of the combined effects of the F...
Financial planning
FirstChoice and FirstWrap deliver a range of tools designed to meet your needs and those of your clients. ...
Funds management
Hyperion Asset Management was crowned this year's Money Management/Lonsec Fund Manager of the Year – one of the very few boutiques to have ever been selected as a finalis...
Financial planning
Former ACCC chairman Graeme Samuel will headline Money Management’s Platforms and Wraps conference, which is focused on competition....
Funds management
BT has revamped its Asgard and BT Wrap platforms ahead of FOFA to help advisers manage FDS, opt-out and conflicted remuneration....
Funds management
The campaign by Colonial First State (CFS) to promote its reputation as a leading investment house with specialist capabilities using 'The Investment Specialist Series’ h...
Financial planning
Colonial First State (CFS) has added five new investment options to its FirstChoice platform....
Financial planning
Colonial First State’s FirstChoice and FirstWrap have been ranked 1st and 2nd respectively for Overall Satisfaction in the 2013 Wealth Insights Platform Service Level Sur...
Financial planning
Having just emerged as the highest-ranked provider in the Wealth Insights research into service levels, Colonial First State (CFS) has announced a range of upgrades to it...
Editorial
Many advisers feel it’s time the investment train pulled away from the platform, but what sort of ride are they in for? Benjamin Levy reports....
Policy & Regulation
Colonial First State has introduced an FDS capability and completely removed conflicted remuneration from its platforms ahead of the looming FOFA deadline....
Financial planning
Colonial First State has reassumed its position at the top of the Wealth Insights platform rankings. ...
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...