COLONIAL FIRST STATE

Editorial

The cost of providing financial advice has not been readily measured or quantified across the industry, writes Paul Barrett....

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People & Products

Matt Thompson appointed to newly-created role....

Financial planning

A round-table of industry chief executives has backed calls for ASIC's intra-fund advice relief to be extended to financial planners....

Financial planning

A former client of Storm Financial and Colonial First State has used his submission to a parliamentary inquiry to argue for after-cost reporting of investment performance...

Editorial

In light of recent events, it is timely to reflect on who the Investment and Financial Services Association is actually representing....

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Financial planning

Advisers are moving client funds back into equity products and even geared equity products, according to Scott Tully, head of FirstChoice Investments at Colonial First St...

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Financial planning

The industry needs to work harder at managing and explaining risk for super members, while planners must determine what clients hope to achieve through their investments....

Superannuation

Sam Wall offers potential remedies for clients who have exceeded their contribution cap in superannuation....

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Financial planning

A dispute resolution process between Storm clients and the Commonwealth Bank has been put in place in order to avoid a lengthy litigation process....

Financial planning

Dealer group demand for Colonial First State Customs Solutions has justified its decision to bring the management of the tailored platform solution in-house, according to...

Financial planning

In an environment where financial planners are under increasing pressure to justify to clients their fees and commissions, the pricing model employed by Commonwealth Fina...

Editorial

In response to the tidal wave of money moving into cash, product providers have been quick to release a range of new cash-based products designed for the adviser market....

Financial planning

Former clients of Storm Financial and Colonial Geared Investments are continuing to voice frustration about the shortcomings of the system employed by CGI in managing the...

Financial planning

Government budget deficits and infrastructure funding requirements will see Commonwealth and state government bond issuance surge in coming years to overtake non-governme...

Financial planning

Deborah Wixted outlines the raft of changes the 2009 Federal Budget has introduced in taxation, superannuation and social security....

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Never miss the latest news and developments in wealth management industry

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 20 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 5 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 3 days ago