COLONIAL FIRST STATE

Financial planning

Fund management group BlackRock has announced the appointment of Henry Capra as chief operating officer, Orla Fisk as senior compliance officer and Pru Bennett as head of...

Funds management

The Commonwealth Bank has reported a strong end to the financial year, bolstered by a solid wealth management performance....

Financial planning

Advisers remain concerned about the 'opt in' for continuing advice and intrafund advice reform - two issues that led to impassioned remarks from panel speakers at a Finan...

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Editorial

Robert Keavney discusses platform commissions, proposals to merge the Financial Planning Association and the Association of Financial Advisers, intra fund advice, and pro...

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Financial planning

Australia's biggest fund managers have recorded inflow declines in the March quarter that reflect and in some cases exceed those experienced at the height of investor des...

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Editorial

Paul Barrett commends the Future of Financial Advice recommendations but warns that the annual renewal requirement will create more risk for investors....

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Tools & guides

Colonial First State's Craig Day examines the introduction of the new superannuation bill and its proposed changes to borrowing rules....

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People & Products

Macquarie Adviser Services’ technical services team, MAStech, appoints Julie Fox as a new technical manager....

Financial planning

Colonial First State's head of advice delivery, Tim Browne, leaves to take on new role at CommInsure....

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People & Products

Colonial First State Global Asset Management appoints Andrew Cummins to the role of head of global projects and strategy....

Financial planning

Select Asset Management’s Alternatives Portfolio has been added to AXA’s North platform as well as Colonial First State’s FirstWrap....

Financial planning

IOOF's Pursuit platform has broken the dominance enjoyed by Colonial First State in the Wealth Insights Platform Service Level Survey....

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Financial planning

Deborah Wixted takes a look at the Federal Budget changes to superannuation, taxation and social security and examines what it will mean for the clients of financial plan...

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Funds management

Standard & Poor's Fund Services has released its ratings of the Australian equities large-cap income peer group, with BT the only manager to receive the highest rating....

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Financial planning

As the end of the current financial year approaches, Craig Day provides SMSF trustees with some tax tips for the year end - along with the traps to avoid....

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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....

6 days 9 hours ago

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

1 week 4 days ago

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

2 weeks 2 days ago