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COLONIAL FIRST STATE
People & Products
Following the surprise news of Tim Gunning's departure from Commonwealth Financial Planning, Ord Minnett has announced Gunning as its new chief executive....
Superannuation
Money Management's round table at the Investment and Financial Services Association conference also considered the future of Australia's Superannuation Guarantee. ...
Editorial
The cost of providing financial advice has not been readily measured or quantified across the industry, writes Paul Barrett....
People & Products
Matt Thompson appointed to newly-created role....
Financial planning
A round-table of industry chief executives has backed calls for ASIC's intra-fund advice relief to be extended to financial planners....
Financial planning
A former client of Storm Financial and Colonial First State has used his submission to a parliamentary inquiry to argue for after-cost reporting of investment performance...
Editorial
In light of recent events, it is timely to reflect on who the Investment and Financial Services Association is actually representing....
Financial planning
Advisers are moving client funds back into equity products and even geared equity products, according to Scott Tully, head of FirstChoice Investments at Colonial First St...
Financial planning
The industry needs to work harder at managing and explaining risk for super members, while planners must determine what clients hope to achieve through their investments....
Superannuation
Sam Wall offers potential remedies for clients who have exceeded their contribution cap in superannuation....
Financial planning
A dispute resolution process between Storm clients and the Commonwealth Bank has been put in place in order to avoid a lengthy litigation process....
Financial planning
Dealer group demand for Colonial First State Customs Solutions has justified its decision to bring the management of the tailored platform solution in-house, according to...
Financial planning
In an environment where financial planners are under increasing pressure to justify to clients their fees and commissions, the pricing model employed by Commonwealth Fina...
Editorial
In response to the tidal wave of money moving into cash, product providers have been quick to release a range of new cash-based products designed for the adviser market....
Financial planning
Former clients of Storm Financial and Colonial Geared Investments are continuing to voice frustration about the shortcomings of the system employed by CGI in managing the...
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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...