COLONIAL FIRST STATE

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...

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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...

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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...

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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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People & Products

Bendigo and Adelaide Group has announced a series of appointments that will help generate awareness about the products and services offered by its new Bendigo Wealth divi...

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People & Products

Former head of Colonial First State (CFS) Investments and Challenger Financial Services Group, Chris Cuffe, has become chair of UniSuper after more than four years as an ...

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Financial planning

ANZ Wealth has announced a significant restructure of its executive ranks giving rise to a recruitment drive....

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Policy & Regulation

It may be two years before the full impact of FOFA on planning practice valuations becomes clear....

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Financial planning

This year's inaugural Marketing Team of the Year Award has gone to Challenger....

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Policy & Regulation

Money Management roundtable participants warn of unintended consequences of FOFA changes....

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Policy & Regulation

The Federal Government needs to go further in removing uncertainty and clarifying key settings around its Future of Financial Advice (FOFA) proposals, according to senior...

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Financial planning

London-based fund manager H2O Asset Management has picked up a $270 million global fixed income and currency mandate from Colonial First State for its FirstChoice multi-m...

Financial planning

Macquarie Wrap has finally broken through to take out the top position on the Wealth Insights Platform Service Level Report Rankings, with Colonial FirstWrap rated second...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

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

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

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The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

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ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

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