colonial first state

Funds management

Henderson executes on Australian strategy by taking 90 West AM stake....

Financial planning

Former CEO of Colonial First State Brian Bissaker will head up the newly acquired Virgin Money Australia, BOQ has announced....

Financial planning

EQT to grow adviser business

Equity Trustees is planning to grow its internal and external distribution base and has recruited a new national manager of advice and personal services....

Editorial

Women in finance - breaking down barriers and stereotypes

While significant progress has been made in achieving gender equality within the financial services industry, Milana Pokrajac and Bela Moore find there is still a long wa...

Editorial

Financial services’ top female executives

While the gender balance of the executive ranks and company boards of financial services companies remain decidedly slanted, a growing number of women are breaking new gr...

Financial planning

Planners consider moving off-platform

Industry executives are questioning the wisdom behind suggestions that financial planners should move their clients away from investment platforms....

Funds management

Emerging market funds require a steady hand

Morningstar’s review of the Asian equities and emerging markets funds space in 2012 has seen one downgrade and two upgrades, with Colonial First State achieving the highe...

Funds management

Retail sector FUM hits $472bn

The retail funds management sector grew by 14.7 per cent to $471.7 billion in 2012, according to Plan for Life....

Financial planning

A Measured Return to The Market

In this market, it’s wise to explore investment solutions that both deliver yield and reduce exposure to risk. Gain access to innovative approaches in identifying opportu...

Editorial

A guide to derivative equity income funds

Although the use of derivatives provides extra income, it comes at a price. Tom Whitelaw provides an overview of derivative equity income funds....

Financial planning

Platforms reduce spending by $30 million

Lingering legislative uncertainty around FOFA has led investment platforms to reduce spending by $30 million in 2012, according to a new report by Investment Trends....

Financial planning

Investor sentiment – the first signs of a shift

Investor sentiment continues to play a large role in the performance of the Australian equity market. Colonial First State and the University of Western Australia Busines...

Financial planning

Gender-specific adviser training essential

Traditional planning processes often fail to take into account the psychology and specific needs of women, according to CBA executive general manager of advice, Marianne ...

Editorial

The benefits and challenges of taking investors off-platform

Several years ago, Andrew Jones from Eureka Financial Group moved some clients off-platform. He now shares his experience and the reasons why his practice decided to retu...