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COLONIAL FIRST STATE
Financial planning
Colonial First State has stolen a march with its flagship FirstChoice platform, with the latest Assirt/Wealth Insights Service Level Survey revealing that it is being use...
Financial planning
Asgard and Macquarie have come out on top in this year’s Assirt/Wealth Insights Service Level Survey, voted by financial planners as the best platform provider and fund m...
Financial planning
The alpha hunter’s interest at Pimco is fixed on one thing - fixed interest. And according to Australian executive vice president John Wilson, this narrower focus gives P...
Financial planning
Commonwealth Bank/Colonial First State (CBA/CFS) has topped a list of “Super Star” performers in the platform space for 2005 based on research that considered a combinati...
Financial planning
Nothing much has changed in the platform market during the past 12 months. The bigger platforms have got bigger, and there has been some rationalisation at the bottom end...
Funds management
The margin loan outfits at Colonial First State, St George and Macquarie Bank are still the best in the country according to researcher Cannex, which has pointed to a lac...
Funds management
Lonsec is the first researcher to reinstate an ‘investment grade’ rating for Colonial First State’s (CFS) Australian property funds following the recruitment of two more ...
Financial planning
Research by InvestorWeb has found against a prevailing notion by local researchers that active fixed interest management doesn’t add value after fees....
Funds management
Research house Lonsec has taken the UBS Property Securities Fund off ‘fund watch’ and reinstated its previous rating of ‘highly recommended’ following the appointment of ...
Financial planning
The Commonwealth Bank has constructed a separate, walk-in investment management section in its Bondi Junction branch, in the hope of attracting more bank clients to its w...
Financial planning
Australian equities funds available through Colonial First State’s joint venture with US-based asset managers Acadian will be offered to Australian retail investors for t...
People & Products
Melbourne-based research house Lonsec has placed the UBS Property Securities Fund on hold, following the exit of UBS property head John Snowden to Colonial First State....
Financial planning
As Colonial First State’s global listed property offering languishes with Morningstar’s lowest ‘avoid’ rating following the loss of its team to Perennial, BT’s global lis...
Financial planning
ING has made a three-pronged improvement to its OneAnswer platform through the addition 16 funds, a reduction in fees charged and an enhancement of the product’s online c...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...