COLONIAL FIRST STATE

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...

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Financial planning

Dealer groups are considering new platform arrangements in light of proposed reforms to existing payment structures....

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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...

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People & Products

Count Financial CEO Andrew Gale has taken a board seat after being formally appointed as managing director of the company....

People & Products

To meet the increasing demand from advisers for up-to-date economic briefings, Zurich Investments has appointed Hans Kunnen as a consultant market economist....

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Financial planning

The Commonwealth Bank has sold the St Andrews insurance business to BOQ but retained the other wealth management elements....

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Financial planning

CFS Custom Solutions has entered into a white label agreement to provide a platform solution for Guardian Financial Planning....

People & Products

Financial Wisdom appoints Macquarie's Mark Ballantyne to general manager role....

Financial planning

Deborah Wixted gives an update on employee share schemes and what the new rules mean for your clients....

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Financial planning

One hundred members of the Association of Independently-Owned Financial Planners will be in Vietnam this weekend for the association's two-day annual conference....

Financial planning

Deborah Wixted explains how to make the most of superannuation funds and outlines the best way to avoid the contribution cap traps....

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Financial planning

Standard & Poor's has assigned three-star ratings to two 452 Capital-managed large-cap Australian equities strategies distributed by Colonial First State....

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Financial planning

The comparative attractiveness of bank deposit yields was one of the themes of Standard & Poor's (S&P's) Australian fixed interest peer group review....

Funds management

Scores of fund managers struck out on their own earlier this decade, leaving institutional homes to make their own fortunes in boutique companies. So why are many now jum...

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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 8 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