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COLONIAL FIRST STATE
Funds management
Clearview has announced the launch of its wealth management platform with full wrap capabilities, which would be administered by Colonial First State (CFS) Custom Solutio...
Financial planning
The probability of launching a financial product and having it be unsuccessful is higher than it has been in the past, meaning providers need to shift their focus more to...
People & Products
Bank veteran Stuart Grimshaw will join Bank of Queensland (BOQ) as its new managing director and chief executive officer, following the recent resignation of David Liddy....
People & Products
The Association of Financial Advisers has appointed experienced bank man Phil Anderson to the role of chief operating officer....
Financial planning
The Commonwealth Bank's annual results have revealed the degree to which its wealth management division has been struggling in tough markets....
Financial planning
Product manufacturers should be prepared to play a role in weeding out the bad apples who give the financial planning industry a bad name, according to the chief executiv...
Financial planning
Advisers have to work with their clients to make sure they understand their insurance policies, according to Colonial First State general manager of advice Marianne Perko...
People & Products
Colonial First State (CFS) has announced the appointment of Linda Elkins to the newly created position general manager of marketing & distribution....
People & Products
ANZ Wealth has poached Greg Hansen from Colonial First State (CFS) to head up its distribution business transformation division, and appointed Bettina Pidcock as head of ...
Financial planning
Macquarie Private Wealth has launched a training and education program for its advisers, which the group says will provide support in client service and business developm...
Life/Risk
Asteron has partnered with Colonial First State's FirstChoice platform to help advisers continue to offer clients life insurance cover through their superannuation - even...
People & Products
Yellow Brick Road has expanded its head office retail team with four new appointments to support the growth of the company to 70 licensees....
Financial planning
Ratings on two Colonial First State (CFS) wholesale funds remain unaffected following the resignation of its health care sector specialist, Premal Pajwani, researcher Sta...
Financial planning
Sales remains a dominant factor in financial planning recruitment, according to both recruitment experts and research undertaken by Money Management into the core criteri...
People & Products
Research house van Eyk has introduced the new role of head of ratings to allow the current head of research, John O'Brien, to concentrate on more strategic responsibiliti...
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...