COLONIAL FIRST STATE

Financial planning

Colonial First State’s FirstChoice master trust has cracked $4 billion in invested funds after only 17 months in operation primarily due to generous commissions paid to f...

Financial planning

Former van Eyk Research associate director Rashmi Mehrotra has joined rival Mercer Investment Consulting to spearhead business development for the latter’s web site serv...

Financial planning

Australia’s larger financial institutions have begun receiving their Australian Financial Services Licences (AFSL) in compliance with the Financial Services Reform (FSR) ...

Financial planning

Colonial First State (CFS) has signed IOOF retail funds management general manager Richard Nunn to the general manager distribution role recently vacated by Michael Cant....

Funds management

Master trust provider Strategic Investments Australia has dropped Sagitta Rothschild from its listed property trust lineup following the recent departures of a number of ...

Financial planning

Challenger Internationalacting chief executive Chris Cuffe has moved to quickly unveil his new senior management team after yesterday’s announcement the group will merge ...

Financial planning

InvestorWeb Research has dropped AMP, Perpetual (Fidelity) and Invesco from its international share manager recommended list in its latest review of the sector....

Financial planning

Colonial First State (CFS) has lost three senior executives who have been poached by former chief executive Chris Cuffe to join him at CPH Investment Corp....

Financial planning

The controversy over the Commonwealth Bank’s contact of clients held by rival dealer groups has ballooned, with the group admitting last week that it wrote to 1000 client...

Financial planning

Commonwealth Financial Solutions (CFS) and the Colonial Master Fund have suffered an embarrassing breach in the security of their files when a number of clients with the ...

Financial planning

Peter Hogan answers the questions that flummoxed advisers last year....

Financial planning

Colonial First State Investments (CFS) has put the asset consulting contract for its flagship FirstChoice master trust out to tender, possibly spelling the end of its rel...

Financial planning

The Morningstar research house has given its tick of approval to Colonial First State’s decision to link up with 452 Capital, reconfirming Colonial as a five star manager...

Financial planning

Colonial First State has signed an agreement with 452 Capital, the group set up by ex-Perpetual senior analyst Peter Morgan and Warwick Negus, to exclusively distribute t...

Financial planning

John Hyslop, one of the key architects behind Colonial First State’s new ‘First Choice’ master trust, has joined IOOF in position of head of business development....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 4 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

4 days 1 hour ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks ago
Powered by MOMENTUM MEDIA
moneymanagement logo