COLONIAL FIRST STATE

People & Products

In an effort to drive its growth strategy, Guardian Advice has expanded its senior managerial team with the appointments of John Gray, Patrick Casey and Richard Johnson....

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Funds management

Total retail and wholesale funds under management and administration grew 4.8 per cent to $813 billion in the March quarter, according to DEXX&R....

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Editorial

Multi-manager funds might have done well on the inflows front, but the dispersion between returns across the sector has been at its widest for a number of years. This cou...

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Financial planning

Despite the satisfaction with platforms reaching a nine-year high, a new survey suggests 40 per cent of financial planners would happily switch providers for lower fees....

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Financial planning

A number of recent high profile executive departures reflect the current economic environment and cost-cutting measures being undertaken across financial services and ban...

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Financial planning

Zurich Investment Equity Income Fund and the Colonial First State Wholesale Australian Equity Income Fund have both been awarded a 'highly recommended' rating in Lonsec's...

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Financial planning

Financial services industry stalwart and founder of Count Financial, Barry Lambert, was this year's recipient of the Lifetime Achievement award at the Money Management/Lo...

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Funds management

AMP Capital collaborated with parent brand AMP as well as senior stakeholders and research agencies to revitalise their brand and take out Money Management’s Marketing Te...

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Funds management

Challenger’s ‘Real Stories’ campaign capturing the true experiences of Australian investors during the global financial crisis has been named best advertising campaign in...

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Funds management

Offered exclusively through the Macquarie Professional Series, the Winton Global Alpha Fund has once again been awarded the Money Management/Lonsec Fund Manager of the Ye...

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Funds management

The market volatility that characterised much of 2011 proved a key decider in the Money Management/Lonsec Fund Manager of the Year global equities long/short category, wi...

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Financial planning

The Colonial First State restructure sees Brian Bissaker depart with the separation of advice and changed reporting lines....

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Financial planning

A significant restructure of Colonial First State will see Brian Bissaker leave the company with Marianne Perkovic and Linda Elkins filling key roles....

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Tools & guides

How is the ‘bring forward rule’ triggered, and what happens when the $450,000 cap is only partially used at or around the time a client turns 65? Colonial First State's t...

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Funds management

Panellists at Morningstar's annual conference agreed the tailored advice model still needed a lot of work, but said strategic asset allocation offered some compromises in...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 weeks 4 days ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

2 months 3 weeks ago

ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....

2 weeks 3 days ago

AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

2 weeks 3 days ago

A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...

2 weeks 4 days ago