COLONIAL FIRST STATE

Editorial

If one thing has been made clear in our examination of platforms and wraps in Money Management, it is that financial planning operates within a highly commercial and, th...

Financial planning

Platforms and wraps have become such an integral part of the financial planning revenue equation that any changes to the regulatory environment are likely to be felt up a...

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Financial planning

While AXA’s North products have attracted significant inflows over the past 12 months, Mike Taylor writes that the platforms and wraps industry continues to be dominated ...

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Financial planning

The consolidation of the financial services industry is being reflected in the platform market. Mike Taylor reports...

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Superannuation

Platforms have emerged as the major beneficiaries of the growth in self-managed superannuation funds (SMSFs), according to data collected by specialist superannuation cle...

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Financial planning

The Investment and Financial Services Association has refreshed its board, with ING's Harry Stout and Mercer's Peter Promnitz being given permanent roles after filling ca...

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Financial planning

In its latest review of the diversified sector Zenith Investment Partners granted two 'highly recommended' ratings - and both went to BlackRock....

Financial planning

Beware of new income definitions for government benefits, writes Deborah Wixted....

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Financial planning

Perpetual general manager, sales superannuation and investment solutions, Matt Mckinnon has been appointed to the role of general manager, retail sales Australian equitie...

Financial planning

Perpetual Investments has appointed Matt McKinnon as general manager, Australian equities retail sales, replacing Paul Sewell, who has resigned....

Funds management

The listed property sector gained 9.8 per cent in September, resulting in a more than 55 per cent gain since the sector hit its low in May this year....

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Financial planning

New Watson Wyatt research reveals Australian investment managers were among the hardest hit by the GFC....

Financial planning

Colonal First State has restructured its financial planning businesses into a single entity....

People & Products

Following the surprise news of Tim Gunning's departure from Commonwealth Financial Planning, Ord Minnett has announced Gunning as its new chief executive....

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Superannuation

Money Management's round table at the Investment and Financial Services Association conference also considered the future of Australia's Superannuation Guarantee. ...

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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 16 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