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COLONIAL FIRST STATE
Financial planning
A number of advisers and dealer group heads have expressed frustration at a perceived lack of support from the funds management industry in protecting advisers against de...
People & Products
The head of the banking and financial services group at Macquarie Bank, Peter Maher, has been elected chairman of the Financial Services Council (FSC) at its annual gener...
Financial planning
Listed dealer group Snowball has undertaken an $18 million share placement to pay for its new platform arrangements and prepare for acquisition opportunities in a consoli...
Life/Risk
Colonial First State (CFS) has paved the way for open architecture for insurance on platforms by allowing clients to purchase Asteron insurance through FirstWrap....
Financial planning
Amundi Asset Management has appointed former Schroders executive Brian Scott as its new chief executive following the sudden departure of Richard Borysiewicz....
Financial planning
Colonial First State’s phone-based limited advice service is being extended across its financial planning groups....
Financial planning
Australian financial adviser sentiment is slowly recovering after a volatile couple of years....
Financial planning
In light of some dealer groups making a move towards improving their own professional standards, there have been more calls for higher education standards for financial p...
Financial planning
Dealer groups, including those owned by Colonial First State and BT, are investing more in their internal research teams as part of a broad move to take greater responsib...
Financial planning
Total funds under management (FUM) in the retail and wholesale markets decreased by 3.86 per cent in the June quarter, but had a positive performance over the financial y...
Financial planning
Colonial First Choice has emerged at Australia’s largest investment platform by market share and funds under administration....
Funds management
The Commonwealth Bank owned Symetry Portfolio Service platform is about to become the main administration platform for the financial services company, Snowball Group....
Financial planning
MLC has expanded its technical team and built up support services for financial advisers, with the appointment of Gemma Dale, Peter Hogan and Martin Breckon to the team....
People & Products
Following the resignation of Neil Younger and his move to Commonwealth Financial Planning, BT Financial Group has appointed Matt Englund to head dealer groups. His positi...
People & Products
Securitor's Neil Younger has been recruited as general manager of Commonwealth Financial Planning....
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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,...