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Financial planning
Assirt has downgraded Colonial First State’s (CFS) business management rating from ‘Strong’ to ‘Competent’ on the back of a spate of recent departures from the group....
Financial planning
Colonial First State’s (CFS) flagship master trust, FirstChoice, has reached the $2 billion mark in funds under administration less than nine months after its launch....
Financial planning
The Commonwealth Bank (CBA) has today revealed it made a $32.8 million payout to a departing senior executive of its Colonial First State funds management arm, at the sam...
Financial planning
The controversy over the Commonwealth Bank’s contact of clients held by rival dealer groups has ballooned, with the group admitting last week that it wrote to 1000 client...
Financial planning
In the fervour surrounding the pursuit of the high-net-worth investor, have the clients who provide much of the industry with their bread and butter been forgotten? BEN A...
Financial planning
The announcement by Colonial First State (CFS) that its long running and high profile chief executive, Chris Cuffe, was resigning from the organisation has surprised few....
Financial planning
The previous head of business development at Westpac, Paul van Rooyen, has taken on the newly created role of head of retail distribution with Colonial First State (CFS) ...
Financial planning
Former Commonwealth Bank (CBA) senior executive John Mulcahy has been appointed as managing director and chief executive officer of Suncorp Metway....
Financial planning
FirstChoice, Colonial First State’s flagship master trust, has reached the $1.4 billion mark in funds under administration within six months of its launch....
Funds management
St George Group today appointed Nick Basile to the new position of head of investments and insurance in an attempt to drive the group’s wealth management division forward...
Financial planning
The level of outstanding loans relating to margin lending accounts, as well as the number of margin lending clients, have grown dramatically in the past year. PRUE MOODIE...
Financial planning
Peter Polson will be retiring from his post of head of the Commonwealth Bank’s investment and insurance sales division at the end of next week....
Financial planning
The insurance arm of the Commonwealth Bank of Australia, CommInsure, has added new features to its Personal Insurance Portfolio that will allow policy holders to accumula...
Financial planning
AMP FINANCIAL Planning has made it four in a row after once again topping the Money Management’s Top 100 Dealer Group survey, despite the fact its planner numbers dropped...
Financial planning
BT Funds Management will face even further scrutiny of its acquisition by Westpac, with Australia’s major financial planning dealerships reviewing whether to pull their i...
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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...