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COLONIAL FIRST STATE

Knowledge Centre

Colonial First State has launched a collaboration with the University Of Technology Sydney (UTS) Advanced Analytics Institute, to deliver exceptional analysis and market-...

Superannuation

Mine Wealth + Wellbeing has recruited CFS executive manager, Vasyl Nair, as its new chief strategy officer....

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Funds management

CFSGAM has made its first infrastructure investment in France — a leading energy supply business, which is growing its renewable energy production. ...

Funds management

CFSGAM has launched its Asian growth strategy in Australia, making it the first Australian unit trust, managed by their Asian team. ...

Financial planning

The rapid increase of communication technology and social media use, along with regulatory change, will make financial advice businesses more accountable than ever to the...

Financial planning

Sticking with the current rules on non-concessional contribution caps could lead to paying double tax in the future, according to CFS....

Financial planning

Colonial First State (CFS) has launched a new mobile app which it claims will help financial advisers provide better service for their clients....

Funds management

Challenger’s annuities have been made available on CFS’ FirstWrap and FirstChoice platforms. ...

Superannuation

The ISA has renewed claims that planners are extracting commissions of as much as $2.6 billion a year as part of its defence of default super arrangements. ...

Financial planning

Fortnum recruits Sal Torrisi to lead its invesetment administration arm....

Financial planning

Platform providers are still bleeding hundreds of millions a year on regulatory compliance, at the cost of improved functionality, an Investment Trends report shows. ...

Funds management

Managed investments and superannuation funds have underperformed their benchmarks through a combination of index hugging and high management fees with nearly fifteen per ...

Financial planning

Financial advisers will be given access to annuities through platforms, as demand for annuities increases. ...

People & Products

Platform provider Federation Alliance has appointed Alan Kenny as its acting chief executive officer....

Financial planning

LifePlan Funds Management reacts to adviser demand by creating new national position....

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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 1 day 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

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

1 week 4 days 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. ...

2 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 6 days ago