COLONIAL FIRST STATE
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....
People & Products
Anne Fuchs has moved to the newly-created role of Chief Commercial Officer within the AFA....
People & Products
Robeco has appointed former Blackrock staffer Matthew Young as its regional manager for retail business development....
Superannuation
Customers are most satisfied with the financial performance self-managed super funds, compared to industry or retail funds, Roy Morgan data showed....
Financial planning
The Financial Services Council (FSC) has signed memoranda of understanding (MOU) with Korea to foster financial services trade and investment between Australia and Korea....
Financial planning
Colonial First State has consolidated its position at the top of the Wealth Insights platform rankings....
People & Products
Just days after the announcement of IOOF’s acquisition of SFG Australia, its CFO has departed for a Commonwealth Bank position....
Financial planning
Dispute resolution specialist rejects claims by CBA that clients of Don Nguyen were not compensated because of lack of documentation ...
Financial planning
A $200 million class action could be brought against the Commonwealth Bank-owned Financial Wisdom on behalf of thousands of investors who claim they lost money due to “ba...
Funds management
Former head of BT, Rob Coombe, claims funds management groups operate better when not under bank control. ...
Funds management
Colonial First State launches the group’s first Separately Managed Account to be offered through a Commonwealth Bank-owned advice group....
Financial planning
ASIC has cancelled the licence of a CBA-owned advice group, the second in a month, following a request from the bank. ...
Editorial
If applied systematically, derivatives can deliver a consistent return outcome. However, client confusion and operational risks can add complexity to the process, as Rudi...
People & Products
Energy Industries Superannuation Scheme (EISS) has hired Matt Olsen as its new chief investment officer....
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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...