COLONIAL FIRST STATE

Expert Analysis

The annual superannuation performance test results are just days away and some Choice options will also be under the microscope for the first time, writes Craig Day....

Superannuation

The regulator failed to overturn a Federal Court finding that the Commonwealth Bank of Australia and Colonial First State did not receive “conflicted remuneration” benefi...

People & Products

The global investment management firm has welcomed Benjamin Abell as its Australian head of product and strategy....

Policy & Regulation

Regulatory action against Colonial First State and Commonwealth Bank alleging breaches of conflicted remuneration laws have been dismissed by the Federal Court....

Expert Analysis

In the life of the modern money manager, achieving balance seems to be an almost never-ending journey, writes Jonathan Armitage....

Financial planning

The December quarter saw a distinct rise in financial advisers’ confidence in their businesses, according to Colonial First State research....

Funds management

In its first major move since the separation with Commonwealth Bank, Colonial First State has announced it will partner with FNZ for a platform launch by the end of the y...

People & Products

Colonial First State has launched its first passively managed geared investment options for advisers and investors in response to greater adviser demand for access to low...

Financial planning

Now as a standalone business, Colonial First State is investing $430 million with aspirations to be the easiest provider for advisers to do business with and will launch ...

Financial planning

The Commonwealth Bank has completed its sale of its 55% interest in Colonial First State to private equity firm KKR....

Life/Risk

Colonial First State will reduce insurance premiums on its FirstChoice Employer Super, Essential Super, FirstChoice Personal and FirstChoice Wholesale Personal products d...

Expert Analysis

Superannuation and social security are among themes where advisers are querying the most as they look to upskill their knowledge in a complex advice world, Craig Day writ...

People & Products

Jo-Anne Bloch has been appointed as independent non-executive director of Colonial First State Investments Limited and Avanteos Investments Limited....

Superannuation

Questions posed via a Parliamentary Committee may have been aimed at extracting expenditure information from major superannuation funds but they have confirmed just how d...

Funds management

The firm may have rebranded over a year ago but Colonial First State fund names will finally be phased out this month and all funds will be known as First Sentier Investo...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 2 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 2 days ago
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