COLONIAL FIRST STATE

Financial planning

Product manufacturers should be prepared to play a role in weeding out the bad apples who give the financial planning industry a bad name, according to the chief executiv...

Financial planning

Advisers have to work with their clients to make sure they understand their insurance policies, according to Colonial First State general manager of advice Marianne Perko...

People & Products

Colonial First State (CFS) has announced the appointment of Linda Elkins to the newly created position general manager of marketing & distribution....

People & Products

ANZ Wealth has poached Greg Hansen from Colonial First State (CFS) to head up its distribution business transformation division, and appointed Bettina Pidcock as head of ...

Financial planning

Macquarie Private Wealth has launched a training and education program for its advisers, which the group says will provide support in client service and business developm...

Life/Risk

Asteron has partnered with Colonial First State's FirstChoice platform to help advisers continue to offer clients life insurance cover through their superannuation - even...

People & Products

Yellow Brick Road has expanded its head office retail team with four new appointments to support the growth of the company to 70 licensees....

Financial planning

Ratings on two Colonial First State (CFS) wholesale funds remain unaffected following the resignation of its health care sector specialist, Premal Pajwani, researcher Sta...

Financial planning

Sales remains a dominant factor in financial planning recruitment, according to both recruitment experts and research undertaken by Money Management into the core criteri...

People & Products

Research house van Eyk has introduced the new role of head of ratings to allow the current head of research, John O'Brien, to concentrate on more strategic responsibiliti...

People & Products

Bendigo and Adelaide Group has announced a series of appointments that will help generate awareness about the products and services offered by its new Bendigo Wealth divi...

People & Products

Former head of Colonial First State (CFS) Investments and Challenger Financial Services Group, Chris Cuffe, has become chair of UniSuper after more than four years as an ...

Financial planning

ANZ Wealth has announced a significant restructure of its executive ranks giving rise to a recruitment drive....

Policy & Regulation

It may be two years before the full impact of FOFA on planning practice valuations becomes clear....

Financial planning

This year's inaugural Marketing Team of the Year Award has gone to Challenger....

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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 3 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 4 weeks ago

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

3 weeks 5 days ago

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

2 weeks 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 5 days ago
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