POWERED BY MOMENTUM MEDIA
COLONIAL FIRST STATE
Financial planning
InvestorWeb Research has dropped AMP, Perpetual (Fidelity) and Invesco from its international share manager recommended list in its latest review of the sector....
Financial planning
Colonial First State (CFS) has lost three senior executives who have been poached by former chief executive Chris Cuffe to join him at CPH Investment Corp....
Financial planning
The controversy over the Commonwealth Bank’s contact of clients held by rival dealer groups has ballooned, with the group admitting last week that it wrote to 1000 client...
Financial planning
Commonwealth Financial Solutions (CFS) and the Colonial Master Fund have suffered an embarrassing breach in the security of their files when a number of clients with the ...
Financial planning
Peter Hogan answers the questions that flummoxed advisers last year....
Financial planning
Colonial First State Investments (CFS) has put the asset consulting contract for its flagship FirstChoice master trust out to tender, possibly spelling the end of its rel...
Financial planning
The Morningstar research house has given its tick of approval to Colonial First State’s decision to link up with 452 Capital, reconfirming Colonial as a five star manager...
Financial planning
Colonial First State has signed an agreement with 452 Capital, the group set up by ex-Perpetual senior analyst Peter Morgan and Warwick Negus, to exclusively distribute t...
Financial planning
John Hyslop, one of the key architects behind Colonial First State’s new ‘First Choice’ master trust, has joined IOOF in position of head of business development....
People & Products
Colonial First State has announced a further changing of the guard within its funds as Barry Henderson, the portfolio manager of the group’s Future Leaders Fund will leav...
Financial planning
Platforms have long been a key method to access a range of investments and as JASON SPITS reports, rather than being brought down by recent markets, they have continued t...
Financial planning
Industry research group Rainmaker recently held its annual conference and inaugural Marketing Excellence Awards on the Gold Coast. Money Management, and its sister title ...
Financial planning
ANYONE who knows anything about the business of financial services knows that master trust and wrap platforms have risen from almost nought a decade ago to become the dom...
Financial planning
The value of BT to a big bank like Westpac lay in its wrap account platforms and that, argues LEO WASSERCUG, is a sign of the times....
Financial planning
Peter Polson will be retiring from his post of head of the Commonwealth Bank’s investment and insurance sales division at the end of next week....
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...