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COLONIAL FIRST STATE
Financial planning
Colonial First State has announced fee reductions on the back of a program which will see the removal of grandfathered conflicted remuneration and insurance-related advis...
Features
Mike Taylor writes that the transition of Count Financial advice practices to a user-pays model has starkly revealed the degree to which the end to grandfathering has als...
Superannuation
The former Howard Government never went far enough on superannuation choice in 2005 and the Government should not baulk at addressing the problem this year, according to ...
Funds management
The exclusive retail distribution deal between Acadian and Asset Management and Colonial First State ended on 31 December, a week later Acadian announced it had recruited...
Financial planning
Colonial First State has flagged eliminating all grandfathered remuneration from mid-2020....
Funds management
The exclusive retail distribution arrangement will conclude at the end of the year which has been in place since 2005....
People & Products
Bryce Quirk will replace the role previously held by Peter Chun, in the recently renamed CFS Advice Relationships department....
Tools & guides
Linda Bruce looks at receiving income jointly as co-owners of an investment and its impact on assessable income....
Funds management
Colonial First State has announced an expansion of its strategic alliance partnership with global investment management firm Baillie Gifford with the launch of the Bailli...
Financial planning
Advisers receiving Adviser Service Fees via Colonial First State’s superannuation funds are facing an early cut-off unless clients specifically opt in....
People & Products
Melinda He has been appointed as manager – liquid assets to assist with the equity, fixed income and liquids alternatives side of the portfolio....
Superannuation
The Commonwealth Bank of Australia has acknowledged the two class actions against Colonial First State that were filed last week....
Financial planning
Slater and Gordon has become the second to file a class action against CFS for charging FirstChoice Super members higher fees for ongoing commissions to members who did n...
Superannuation
Former Colonial First State executive director, Linda Elkins may have left the company and become a partner at KPMG but she has been named in a class action filing....
Features
In an ever-connected world, there’s no questioning the logic behind branching out to all corners of the globe, but Chris Dastoor writes, given the depth of options, you’d...
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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,...