COLONIAL FIRST STATE
Financial planning
Colonial First State’s phone-based limited advice service is being extended across its financial planning groups....
Financial planning
Australian financial adviser sentiment is slowly recovering after a volatile couple of years....
Financial planning
In light of some dealer groups making a move towards improving their own professional standards, there have been more calls for higher education standards for financial p...
Financial planning
Dealer groups, including those owned by Colonial First State and BT, are investing more in their internal research teams as part of a broad move to take greater responsib...
Financial planning
Total funds under management (FUM) in the retail and wholesale markets decreased by 3.86 per cent in the June quarter, but had a positive performance over the financial y...
Financial planning
Colonial First Choice has emerged at Australia’s largest investment platform by market share and funds under administration....
Funds management
The Commonwealth Bank owned Symetry Portfolio Service platform is about to become the main administration platform for the financial services company, Snowball Group....
Financial planning
MLC has expanded its technical team and built up support services for financial advisers, with the appointment of Gemma Dale, Peter Hogan and Martin Breckon to the team....
People & Products
Following the resignation of Neil Younger and his move to Commonwealth Financial Planning, BT Financial Group has appointed Matt Englund to head dealer groups. His positi...
People & Products
Securitor's Neil Younger has been recruited as general manager of Commonwealth Financial Planning....
Editorial
The CGT for non-residents is determined by whether the asset is considered to be ‘taxable Australian property’. Learn more about CGT discount for non-residents....
Funds management
It costs anywhere between $30 million and $100 million to establish a retail investment platform and the ACCC believes no new players will be ready to ante up – par...
People & Products
Macquarie staffer, Cassandra Hinze, recruited to head up Bank West Financial Advice....
Financial planning
Colonial First State (CFS) has completed its plan for its new Institute of Advice, the design and implementation of which will be rolled out in phases in the first half o...
Funds management
The latest international shares sectors review from Zenith Investment Partners has awarded highly recommended ratings for 13 products across six managers....
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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...