COLONIAL FIRST STATE

Tools & guides

Colonial First State's Deborah Wixted examines advanced imputation rules and explains why excess franking credits are not always refundable....

Financial planning

High-profile boutique fund manager 452 Capital is on the brink of losing its CEO Lyndsey Hancock and its remaining two joint investment heads Suellen Morgan and Mary Fero...

Financial planning

Fund management group BlackRock has announced the appointment of Henry Capra as chief operating officer, Orla Fisk as senior compliance officer and Pru Bennett as head of...

Funds management

The Commonwealth Bank has reported a strong end to the financial year, bolstered by a solid wealth management performance....

Financial planning

Advisers remain concerned about the 'opt in' for continuing advice and intrafund advice reform - two issues that led to impassioned remarks from panel speakers at a Finan...

Editorial

Robert Keavney discusses platform commissions, proposals to merge the Financial Planning Association and the Association of Financial Advisers, intra fund advice, and pro...

Financial planning

Australia's biggest fund managers have recorded inflow declines in the March quarter that reflect and in some cases exceed those experienced at the height of investor des...

Editorial

Paul Barrett commends the Future of Financial Advice recommendations but warns that the annual renewal requirement will create more risk for investors....

Tools & guides

Colonial First State's Craig Day examines the introduction of the new superannuation bill and its proposed changes to borrowing rules....

People & Products

Macquarie Adviser Services’ technical services team, MAStech, appoints Julie Fox as a new technical manager....

Financial planning

Colonial First State's head of advice delivery, Tim Browne, leaves to take on new role at CommInsure....

People & Products

Colonial First State Global Asset Management appoints Andrew Cummins to the role of head of global projects and strategy....

Financial planning

Select Asset Management’s Alternatives Portfolio has been added to AXA’s North platform as well as Colonial First State’s FirstWrap....

Financial planning

IOOF's Pursuit platform has broken the dominance enjoyed by Colonial First State in the Wealth Insights Platform Service Level Survey....

Financial planning

Deborah Wixted takes a look at the Federal Budget changes to superannuation, taxation and social security and examines what it will mean for the clients of financial plan...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 3 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 4 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks 2 days ago