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COLONIAL FIRST STATE
People & Products
UBS Global Asset Management has appointed Tracey McNaughton as head of investment strategy in Australia....
Financial planning
The Bennelong Kardinia Capital Absolute Return fund has lowered its initial investment amount for retail investors to $20,000 and moved to provide daily liquidity....
Financial planning
Independent research into some of the issues confronting advisers who take the plunge “off-platform” also identifies occasions when it makes sense to move, writes Linda E...
People & Products
Godfrey Pembroke head of planning business moves to bank role and replaced with MLC executive....
Financial planning
CommInsure launches new service aimed at speeding up coverage for Colonial First State clients. ...
Funds management
New analysis from CFS Global Asset Management points to how higher savings helped with deleveraging and the risks associated with a lower currency....
Financial planning
Lower-cost and flexible pricing models have been the most successful elements in driving planners’ satisfaction with investment platforms, according to a new report by In...
Financial planning
Strategic partnerships between product and service providers and dealer groups appear to be going through a phase of revival with the renewed optimism in the markets....
Financial planning
It was not a formal valedictory but Financial Services Minister, Bill Shorten, used an FSC function to thank those involved in the FOFA and financial services policy chan...
Superannuation
CBA and CFS have rolled out a simple superannuation product which targets the unadvised Gen Y market. ...
Funds management
The retail managed funds sector has grown 4.5 per cent in the March quarter; however the “sell in May and go away” syndrome may plague Australian markets later this year....
Financial planning
Macquarie Wrap has joined other large-scale platform providers in providing its users with fee disclosure statement (FDS) functionality in the lead-up to the start date o...
Editorial
As advisers become increasingly time-poor, multi-manager funds seem to have emerged as an ‘all-in-one’ solution they need for their clients. But as Benjamin Levy reports,...
Superannuation
Corporate super advisers will need to team up with super fund administrators to ensure a continuation of their revenue stream as a result of the combined effects of the F...
Financial planning
FirstChoice and FirstWrap deliver a range of tools designed to meet your needs and those of your clients. ...
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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...