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COLONIAL FIRST STATE
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....
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....
Financial planning
Longstanding CBA executive Simon Swanson is leaving his position as executive general manager of CommInsure, with Paul Rayson stepping into the role....
Financial planning
DAVID WHITTEN explores the long short investment universe....
Superannuation
SAM WALL responds to financial planners’ top queries following the recent Federal Budget....
Financial planning
Colonial First State has again walked away with the top ranking in the annual Wealth Insights Service Level Survey....
Financial planning
As part of the rebranding it has renamed the Avanteos platform....
People & Products
Former Colonial First State Investment Management chief appointed UniSuper chief investment officer....
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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,...