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COLONIAL FIRST STATE
Financial planning
Colonial First State has launched CFS 10x, a program designed to help financial advice practices grow their business....
Financial planning
With more than one in three consumers unable to identify a single benefit of financial advice, the industry has been urged to better articulate the positive impact of see...
Financial planning
KKR, global investment firm and majority owner of Colonial First State, has launched an education platform for financial advisers to educate them on alternative assets. ...
People & Products
Research house Zenith Investment Partners has appointed a managed accounts expert from Colonial First State to a newly created product role....
People & Products
Centrepoint Alliance has appointed a former senior Colonial First State executive as an independent non-executive director on its board....
Funds management
Colonial First State has added $3 billion in more than a dozen separately managed accounts from Infinity Asset Management to its Edge platform....
People & Products
Colonial First State has added 25 managed accounts to its Edge platform from Atchison, Drummond and Russell Investments. ...
Expert Analysis
Many advice practices believe that taking on Professional Year advisers will drain resources. But forward-thinking firms are putting them at the heart of their strategy t...
People & Products
Colonial First State has appointed a new group chief executive following a global search. ...
Expert Analysis
The annual superannuation performance test results are just days away and some Choice options will also be under the microscope for the first time, writes Craig Day....
Superannuation
The regulator failed to overturn a Federal Court finding that the Commonwealth Bank of Australia and Colonial First State did not receive “conflicted remuneration” benefi...
People & Products
The global investment management firm has welcomed Benjamin Abell as its Australian head of product and strategy....
Policy & Regulation
Regulatory action against Colonial First State and Commonwealth Bank alleging breaches of conflicted remuneration laws have been dismissed by the Federal Court....
Expert Analysis
In the life of the modern money manager, achieving balance seems to be an almost never-ending journey, writes Jonathan Armitage....
Financial planning
The December quarter saw a distinct rise in financial advisers’ confidence in their businesses, according to Colonial First State research....
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...