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COLONIAL FIRST STATE
Financial planning
The Commonwealth Bank of Australia (CBA) has ended almost a year of speculation about the structure of its new financial planning venture by unveiling a suite of initiati...
Financial planning
Macquarie has won back to back flags in the 13th annual Assirt Research Service Level Awards, taking out both prizes for best platform provider and fund manager for the s...
Financial planning
Platform provider Navigator today became the latest fund manager to roll-out its own Term Allocated Pension products ahead of law changes that will see the new income str...
Financial planning
With independence comes choice – and planners at Matrix Planning Solutions are enjoying both. Kate Kachor looks at their decision to go solo....
Superannuation
Web Abstract long compulsory...
Financial planning
Craig Phillips talks to Colonial First State general manager distribution Richard Nunn about the changes to distribution strategy at CFS over the past year....
Financial planning
Asgard will offer a 28 per cent reduction in risk premium rates for larger employer groups while raising premiums for some personal insurance products by up to 40 per cen...
Financial planning
IOOF has been upgraded while Colonial First State and ING have both been downgraded as part of research house Lonsec’s Diversified Sector Review released today....
Financial planning
Colonial First State launched its FirstChoice wholesale platform today while also announcing a record $7 billion funds under administration for its retail counterpart....
Financial planning
Looking at the leaders in property securities in terms of funds under management over the last four years is not exciting reading. The same funds appear at the top of the...
Financial planning
Colonial First State has signed an exclusive agreement with PM Capital to launch the first PM long-only equity fund available to the retail market....
Financial planning
Ethical fund manager Glebe Asset Management has received its first round of rating from research house Assirt with business management, operating capabilities and Austral...
Financial planning
Colonial First State’s exclusive retail relationship with Peter Morgan’s 452 Capital may be reduced by the latter’s decision to launch its own listed investment company (...
Financial planning
The Macquarie Group has stamped its name on this year’s Assirt service level awards, taking out top place in both the funds management and platform categories after comin...
Financial planning
The Macquarie Group has stamped its name on this year's Assirt service level awards, taking out top place in both the funds management and platform categories after comin...
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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...