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COLONIAL FIRST STATE
Funds management
Colonial First State has entered a strategic alliance partnership with Baillie Gifford to give retail investors access to a new global equity offering....
Financial planning
Colonial First State has become a signatory to the United Nations-endorsed Tobacco-Free Finance Pledge....
Editorial
The Commonwealth Bank’s announcement about how it will demerge its Colonial First State and other wealth businesses brings an end to an 18-year strategy, which started as...
Funds management
Colonial First State’s FirstChoice platform has added Antipodes Partners’ Global Long-Short Strategy to its investment menu....
Features
Money Management conducted a roundtable in which key participants discussed the evolving impact the rise of managed accounts has had on planning and platforms....
Funds management
T. Rowe Price’s Australia Equity Strategy has been added to Colonial First State’s FirstChoice investment menu....
Financial planning
Colonial First State Global Asset Management has launched three separately managed accounts exclusively on FirstWrap....
Financial planning
Kimberley Holgate has been banned from providing financial services for five years by the Australian Securities and Investments Commission, following a finding by the reg...
Features
Mike Taylor writes that astute riding of the regulatory cycle combined with an acute understanding of adviser needs has helped reshape the Australian platform market....
Financial planning
Managed accounts met the requirements of the post-FOFA world of compliance, client centricity and scalability, and had grown 27 per cent in the six months to December 20...
Financial planning
CFS has added new managed account capabilities to its FirstWrap platform, and said it would launch solutions on FirstChoice later this year....
Funds management
Following increased advisers and investors flows, CFS' alternative funds have hit $1.1 billion in funds under management. ...
Funds management
Little known Australian managed funds have generated the best annual returns and captured the least amount of market downside, according to Financial Express' data....
People & Products
CFS FirstChoice Employer Super has reached the $10 billion funds under management milestone 14 years after its launch....
Funds management
Global equities had been more popular than domestic shares, passive strategies had increased and weighted index funds had seen snowballing growth, CFS said. ...
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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...