COLONIAL FIRST STATE
Policy & Regulation
Money Management roundtable participants warn of unintended consequences of FOFA changes....
Policy & Regulation
The Federal Government needs to go further in removing uncertainty and clarifying key settings around its Future of Financial Advice (FOFA) proposals, according to senior...
Financial planning
London-based fund manager H2O Asset Management has picked up a $270 million global fixed income and currency mandate from Colonial First State for its FirstChoice multi-m...
Financial planning
Macquarie Wrap has finally broken through to take out the top position on the Wealth Insights Platform Service Level Report Rankings, with Colonial FirstWrap rated second...
Financial planning
As the needs of dealer groups and financial planners change in the wake of the evolving Future of Financial Advice (FOFA) reforms, platform enhancements will play a signi...
Tools & guides
Tim Sanderson considers the benefits of implementing a transition-to-retirement strategy for clients....
Financial planning
Vanguard and RARE strategies have outperformed their peers following a Morningstar sector wrap of seven global listed infrastructure funds....
Funds management
ANZ looks to wealth management as part of its growth strategy after recording a solid first half....
Funds management
Realindex Investments has added an emerging markets fund, which re-weights stocks according to their economic footprint....
Financial planning
Money Management recently hosted a roundtable about the effects of the Government’s proposed Future of Financial Advice reforms. The key concern of those present wa...
Policy & Regulation
The Federal Government's Future of Financial Advice (FOFA) changes carry with them the genuine risk of benefiting the big banks, institutions and industry funds at the ex...
People & Products
BlackRock has announced several appointments aimed at strengthening its relationship building with retail clients and research gatekeepers....
Financial planning
Colonial First State has increased its FirstChoice options by nine....
Funds management
Standard and Poor's research has identified a trend of fund managers establishing or joining boutiques during 2010....
Financial planning
Colonial First State has held pole position in its cash peer group following the affirmation of a five-star rating of its Wholesale Cash Fund by Standard & Poor's....
Never miss the latest news and developments in wealth management industry
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...