COLONIAL FIRST STATE
Editorial
Rudi Minbatiwala looks at the challenges of objectives-based strategies and the drawbacks associated with the simplifications of the risk concept....
Financial planning
Milana Pokrajac explores the pluses and minuses of vertically integrated dealer groups and the concept of a so-called ‘benign institution’....
Editorial
Rudi Minbatiwala explores the challenges of balancing long-term capital preservation with immediate income needs....
Funds management
New data shows wraps, platforms and master trusts FUM had a $94 billion rise during 2013....
Financial planning
UniSuper has announced key organisational changes aimed at sharpening its service delivery. ...
Funds management
Consolidation and the impact of regulatory reform on the advice market prompt slight restructure at CFS....
Financial planning
The Finance Sector Union announces plans to work with staff from CommSec, CFS and CommInsure ahead of a new enterprise agreement....
Superannuation
Colonial First State said it supports the three-day turn-around for superannuation member transfers. ...
Editorial
Peter Labrie outlines some of the key evolutions that will affect platforms in the years ahead....
Financial planning
Telstra Super Financial Planning signs up to Lonsec Retire....
Financial planning
Telstra Super Financial Planning signs on with Lonsec Retire...
Superannuation
Linda Elkins has been named Superannuation Executive of the Year in Money Management/Super Review’s Women in Financial Services Awards 2013. ...
Financial planning
Founder of Frontier Advisors Fiona Trafford-Walker has been named Woman of the Year as part of the Money Management/Super Review inaugural Women in Financial Services Awa...
People & Products
van Eyk’s Matt Olsen has joined specialist investment manager Select Investment Partners as head of research....
Editorial
As the shadow of the Global Financial Crisis finally passes, the popular ‘safety in cash’ philosophy seems to have departed too. But with an ageing population and the mem...
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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...