colonial first state

Editorial

Balancing long-term capital preservation with income needs

Rudi Minbatiwala explores the challenges of balancing long-term capital preservation with immediate income needs....

Funds management

Platform market undergoes revival

New data shows wraps, platforms and master trusts FUM had a $94 billion rise during 2013....

Financial planning

Key executive changes at UniSuper

UniSuper has announced key organisational changes aimed at sharpening its service delivery. ...

Funds management

CFS separates distribution and marketing

Consolidation and the impact of regulatory reform on the advice market prompt slight restructure at CFS....

Financial planning

FSU to work with CFS, CommInsure workers

The Finance Sector Union announces plans to work with staff from CommSec, CFS and CommInsure ahead of a new enterprise agreement....

Superannuation

CFS backs quick turnaround times for super rollovers

Colonial First State said it supports the three-day turn-around for superannuation member transfers. ...

Editorial

The future of platforms

Peter Labrie outlines some of the key evolutions that will affect platforms in the years ahead....

Financial planning

LonsecRetire gains first client

Telstra Super Financial Planning signs up to Lonsec Retire....

Financial planning

Lonsec-Milliman collaboration signs first planning client

Telstra Super Financial Planning signs on with Lonsec Retire...

Superannuation

Leading from the front in 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

Fiona Trafford-Walker named Woman of the Year

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

Select Investment Partners hires Matt Olsen

van Eyk’s Matt Olsen has joined specialist investment manager Select Investment Partners as head of research....

Editorial

Is it too soon for investors to abandon the cash safe haven?

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...

Editorial

FPA/Cbus deal signals a new approach for planning industry

Mike Taylor writes that the FPA’s referral arrangement with big industry fund Cbus represents yet another indicator that, having lost the war prosecuted by the industry f...