COLONIAL FIRST STATE
Financial planning
The landscape has changed, and predicting what’s on the horizon is harder than ever. The FirstWrap team is constantly working behind the scenes to stay on top of market d...
Financial planning
Whilst huge winds of change batter the investment and regulatory environment, a fundamental shift in the way consumers interact with technology is altering the nature of ...
Financial planning
Spurred by regulatory change and technological advances, investment platforms are driving into traditional financial planning software spaces, including customer relation...
Funds management
Steven Hayes' decision to leave Perennial and join CFS has resulted in funds from both managers being placed 'under review' by Zenith Investment Partners....
Financial planning
The future of platforms and wraps will be discussed at a Money Management event on 15 November....
People & Products
Following Stephen Hayes' return to Colonial First State Global Asset Management (CFSGAM) in September, four more investment specialists have been appointed to its listed ...
People & Products
Following Stephen Hayes' return to Colonial First State Global Asset Management (CFSGAM) in September, four more investment specialists have been appointed to its listed ...
Editorial
The popularity of term deposits is currently so high that other product providers need to fight for a little bit of airspace. But is it just a matter of time until term d...
Funds management
The platform market suffered yet another fall over the last year, with net fund flows reaching their lowest levels in 10 years....
Editorial
Colonial First State's Deborah Wixted outlines the benefits and traps associated with defined benefit pensions....
Funds management
Although investors may be unfamiliar with managed futures, a lack of directional bias can offer protection on the downside, says Aspect Capital chief executive Anthony To...
Funds management
Retail managed funds have posted an $11.5 billion fall in funds under management (FUM) for the year ending June 2012, the latest research from Plan for Life has found....
Editorial
The dealer group model is changing and BT’s Mark Spiers says financial planners will need to make choices consistent with the newly evolving reality....
Funds management
Investors need to maintain a total return perspective when allocating to global listed infrastructure strategies, Morningstar's latest sector review found....
Financial planning
The latest instalment of Colonial First State’s Investment Specialist Series showcases some of their expert teams, committed to delivering performance and innovation for ...
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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...