POWERED BY MOMENTUM MEDIA
COLONIAL FIRST STATE
Editorial
In light of recent events, it is timely to reflect on who the Investment and Financial Services Association is actually representing....
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...
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....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...