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COLONIAL FIRST STATE
Policy & Regulation
Mid-tier dealer groups will have to go beyond simply launching badged platforms, which are not necessarily the Future of Financial Advice (FOFA) panacea some were hoping ...
Financial planning
After spending less then a year at Colonial First State (CFS), Marianne Perkovic has succeeded Paul Barrett as the new general manager of the CFS advice business....
Financial planning
Marianne Perkovic succeeds Paul Barrett at CFS....
Financial planning
Morningstar has picked up the research mandate for the Colonial First State (CFS) Advice Business at the expense of S&P....
Financial planning
The Commonwealth Bank has posted a solid half-year profit, but CommInsure appears to have struggled....
Financial planning
Despite evidence showing increasing consumer demand for Internet and phone-based simple financial advice outside of super, the industry seems to be moving at a snail’s pa...
People & Products
Investment research house van Eyk Research has recruited for the first time following staff cuts in November 2010, adding two members to its research team....
Funds management
An overwhelming majority of the total new Australian managed funds launched in 2010 were not new investment strategies, according to research house Morningstar....
Editorial
The role of licensee payments from platform providers has become a bone of contention in the financial advice industry, writes Marianne Perkovic....
Financial planning
Colonial First State Property will acquire AXA’s Melbourne headquarters at 750 Collins Street through its Commonwealth Property Office Fund....
Financial planning
The first meeting of the Government’s financial advice advisory panel was held in Sydney yesterday, but the panel members have been asked to keep the issues discuss...
Financial planning
As the financial services industry prepares for a major legislative change, experts claim that platforms remain at the heart of the financial advice industry. ...
Financial planning
Standard and Poor’s Fund Services has reinstated its two-star ratings on two Colonial First State multi-manager portfolios after having placed them ‘on hold&#...
Financial planning
New generation platform providers have criticised the ‘preferential programs’ initiated by their peers, claiming they have the potential to bias the advice gi...
Tools & guides
Tim Sanderson takes a look at the Centrelink compensation rules for those unable to work due to injury....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...