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CFS
Financial planning
The demand and importance of advice is “only getting stronger”, according to CFS, as its FirstChoice platform tops the latest Wealth Insights report....
People & Products
Colonial First State has appointed EOS at Federated Hermes as its global stewardship provider to provide engagement, voting and public policy support for its global equit...
Funds management
In its first major move since the separation with Commonwealth Bank, Colonial First State has announced it will partner with FNZ for a platform launch by the end of the y...
Financial planning
The Commonwealth Bank has completed its sale of its 55% interest in Colonial First State to private equity firm KKR....
Superannuation
The Federal Court has ordered Colonial First State Investments Limited to pay a penalty of $20 million for misleading communications with members. ...
Expert Analysis
Growing demand for affordable financial advice is powering appetite for a new breed of low-cost index funds as a core holding in portfolios, writes Bryce Quirk....
People & Products
The solution captures fee consent for ongoing service fee agreements through Xplan and is validated through blockchain in a bid to reduce time spent on administration and...
Funds management
The Stewart Investors Worldwide Leaders Sustainability fund’s fee has reduced to 0.45% as the fund looks to help clients grow their wealth....
People & Products
In partnership with Lonsec, Zenith and Morningstar, it will offer 23 new managed account specialist portfolios on its FirstChoice Personal Super and Pension platform....
Superannuation
The Federal Court has found that it made false or misleading representations to members to avoid them moving to the MySuper product....
Financial planning
Advisers are now turning to focus on their business growth but the workload around fee consent requirements are a burden and they need efficient processes to lower this l...
People & Products
Colonial First State has hired Anthony Lane from MLC as its group chief risk officer as it continues its senior leadership appointments spree....
People & Products
Jo-Anne Bloch has been appointed as independent non-executive director of Colonial First State Investments Limited and Avanteos Investments Limited....
Superannuation
There has been a growing interest in engagement with superannuation along with positive attitudes towards the super guarantee increase and higher contribution caps, among...
Financial planning
While 96% of grandfathered conflicted remuneration arrangements have been terminated by the start of 2021, eight product issuers still have grandfathered benefits on 46 p...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...