POWERED BY MOMENTUM MEDIA
COLONIAL FIRST STATE
Financial planning
Craig Phillips discovers that currency is a key consideration when it comes to investing in global equities....
Financial planning
Equities are back and like clockwork so is investor interest, with investors returning to shares from defensive asset classes such as property and cash after the exodus o...
Financial planning
Why did two fund managers with investment cred and strong retail brands feel the need to push into platforms? As Liam Egan found, they were both covering their assets....
Financial planning
So you thought platforms were a steady business? Not on your life. It has been a year of movers and shakers, writes Ross Kelly....
Financial planning
A new television advertising campaign by Colonial First State that pokes fun at industry fees and service levels has left some financial advisers less than amused....
Funds management
Colonial First State has signed an exclusive deal to take research from global property specialists Colliers International, in a move that will also result in Colliers be...
Financial planning
The looming choice of fund rules are beginning to have a positive impact on superannuation fees, as retail providers cut costs to compete with cheaper industry and not-fo...
Financial planning
The Investment and Financial Services Association (IFSA) has re-elected Perpetual Trustees managing director David Deverall, MLC chief executive retail investment Stephen...
Financial planning
Macquarie has won back to back flags in the 13th annual Assirt Research Service Level Awards, taking out both prizes for best platform provider and fund manager for the s...
Financial planning
The AXA group has set itself an ambitious target to generate $1 billion worth of inflows into its new Generations master trust platform within 12 months....
Superannuation
The ATO has given the green light for advisers to use simple super recontribution strategies for their clients, writes Deborah Wixted....
Financial planning
The number of financial planners prepared to use three or more master trust or wrap platforms has more than doubled over the last year - and it could be a newer class of ...
Financial planning
Margins for Colonial First State, the Commonwealth Bank’s funds management arm, are holding firm despite heavy downward pressure on fees and increased competition in the ...
Financial planning
The Commonwealth Bank of Australia (CBA) has ended almost a year of speculation about the structure of its new financial planning venture by unveiling a suite of initiati...
Financial planning
Macquarie has won back to back flags in the 13th annual Assirt Research Service Level Awards, taking out both prizes for best platform provider and fund manager for the s...
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...