COLONIAL FIRST STATE
Financial planning
AXA has been named winner of this year’s Money Management Fund Manager of the Year in mortgage funds. According to Elizabeth Foley, a long-term, experienced mortgage team...
Superannuation
The Commonwealth Bank of Australia appears as one of the Superstars on this year’s list of leading investment platform providers. It is the second largest group in terms ...
Financial planning
Perpetual Investments’ Dublin-based international equity team has received a lukewarm welcome from Lonsec, which has assigned it a third-level ‘Investment Grade’ rating i...
Financial planning
AMP Financial Planning has for the first time added four non-AMP employer superannuation master trust providers to its approved products list....
Financial planning
Colonial First State’s FirstChoice platform has been spruced up ahead of the July 1 arrival of super choice, with several manager and asset class additions, insurance pre...
Financial planning
In an attempt to boost the performance of its funds management business, Colonial First State is about to set up a new outsourcing deal with a major global player....
Financial planning
Small financial planning practices could be between $20,000 and $40,000 a year better off, after the peak association for boutique advisers signed an exclusive deal with ...
Editorial
Julie Lockeridge sold her first term allocated pension in December to an elderly Queensland couple. They weren’t in very good health - the wife had to spend two days a we...
Financial planning
Colonial First State will not be renegotiating its exclusive distribution deal with 452 Capital from the position of strength it may have hoped for, following yesterday’s...
Financial planning
APN Funds Management has secured platform specialist John Hyslop as its new national sales and distribution manager....
Financial planning
Commonwealth Bank of Australia’s plans to restructure its financial advice division into a new look Colonial First State has forced the departure of CBA executive general...
Funds management
Colonial First State has today split its underperforming funds management arm from the remainder of its wealth management business after a wide-ranging review....
Financial planning
The Commonwealth Bank of Australia has moved to fence off its exclusive right over the retail distribution of 452 Capital, revealing yesterday that it was negotiating to ...
Financial planning
Funds being allocated to superannuation and other forms of retirement incomes are continuing to grow strongly according to the latest data produced by research house Dexx...
Funds management
The Commonwealth Bank of Australia, boosted by an outperforming funds management division and solid growth in home loans and other personal and business lending, has post...
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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...