COLONIAL FIRST STATE
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...
People & Products
Sarah Forman has been appointed group executive advice, while Peter Chun is now the group executive member for growth....
Features
Laura Dew explores how the managed account space could change in the future as the industry awaits the conclusion of an ASIC review of the sector....
Funds management
Colonial First State Global Asset Management has been rebranded to First Sentier Investors as it completes its sale from the Commonwealth Bank....
Funds management
Strategic stock selection combined with appropriate diversification and a modicum of luck represented the keys for the fund managers who emerged best in the latest quanti...
Features
The fund managers that received the most five Crown downgrades had a lot of 19 mixed asset funds demoted collectively, data finds....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...