POWERED BY MOMENTUM MEDIA
COLONIAL FIRST STATE
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...
Editorial
Paul Barrett commends the Future of Financial Advice recommendations but warns that the annual renewal requirement will create more risk for investors....
Tools & guides
Colonial First State's Craig Day examines the introduction of the new superannuation bill and its proposed changes to borrowing rules....
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....
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....
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...
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....
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....
Financial planning
Aspect Diversified Futures Fund uses a sophisticated process to identify trends in both rising and falling markets and seeks to exploit them for profit. The fund, exclusi...
Tools & guides
Holding large value illiquid assets in a SMSF could prove problematic when a trust member dies. Deborah Wixted explains the obligations and options trustees and their fin...
Financial planning
Dealer groups are considering new platform arrangements in light of proposed reforms to existing payment structures....
Financial planning
Dealer groups owned by product providers will prosper while mid to large-scale independent planning groups may struggle to survive under financial advice industry reforms...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...