COLONIAL FIRST STATE
Superannuation
Colonial First State's radical revamp of its FirstChoice platform had the ambitious goal of putting an end to the "fruitless debate" surrounding the fees charged by indus...
Financial planning
All sectors of the retail financial services industry have had a tough September quarter, with overall funds under management (FUM) falling by $47 billion since June....
Financial planning
All major institutions have reported falls in funds under management (FUM) over the past 12 months, with the sector experiencing its worst performance in three years....
Financial planning
If Industry Super Network has ended 2011 as the industry's big winner, it came at the expense of the financial planning industry....
Funds management
New managing director appointed as Darren Steinberg departs Colonial First State Global Asset Management Property....
Editorial
Tim Sanderson puts the traditional asset allocation approach head to head with the bucket strategy, with some surprising results....
Superannuation
Low-cost products introduced over the past 12 months by major providers such as Colonial First State, BT and AMP may have served to undermine the assumptions and disclaim...
Policy & Regulation
Major platform providers have called for parts of the Future of Financial Advice (FOFA) reforms to be delayed due to lingering uncertainty with respect to grandfathering ...
People & Products
Challenger recruits Cathy Hales as GM for boutique partnerships....
Financial planning
With both tranches of the Future of Financial Advice draft legislation now released, participants in a Money Management roundtable discuss the good, the bad and the ugly ...
Financial planning
It has been a tough year for platform providers, with three out of six largest platforms reporting negative net flows for the year ending June 2011, according to data pub...
Financial planning
Commonwealth Financial Planning has offered an enforceable undertaking to ASIC as it seeks to strengthen its risk management framework following indiscretions from a "sma...
Financial planning
The expectation of a change in Government and consequent changes to the Future of Financial Advice (FOFA) legislation has created serious uncertainty and prompted at leas...
Superannuation
The gap between industry super funds and the big six retail superannuation funds has significantly shrunk over the past year in terms of customer satisfaction, according ...
Superannuation
The gap between industry super funds and the big six retail superannuation funds has significantly shrunk over the past year in terms of customer satisfaction, according ...
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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...