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COLONIAL FIRST STATE
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....
Financial planning
First State Investments (UK) Ltd, the UK investment arm of Colonial First State Investments Group, has entered into an agreement that will see it directly market its own ...
Financial planning
The Asgard master trust has taken out the top prize in this year’s Assirt Service Level awards after being voted the best investment platform in the country by financial ...
Financial planning
From its birth only three years ago, Matrix Financial Group has established a successful network of financial advisers. BARBARA MESSER reports....
Financial planning
The industry has been rattling on about growth pensions for the best part of five years but, according to the experts, there are now some very compelling reasons for the ...
Financial planning
Colonial First State has added a new corporate superannuation component to its recently launched FirstChoice master trust platform, providing members of corporate super p...
Financial planning
COLONIAL First State’s new flagship master trust, FirstChoice, has taken in an impressive $850 million since its launch just three months ago....
Editorial
Small cap funds have done well in the last year but they are becoming more difficult to access, as GEORGE LIONDIS discovers....
Funds management
The Commonwealth Bank has relied heavily on its funds management business to post an 11 per cent increase in its net profit to $2.7 billion today....
Financial planning
TECHNOLOGY firm Avanteos has enhanced its back-office wealth management software suite with a feature that helps financial planners generate personalised investment strat...
Editorial
The increasing attention on hedge funds marks the growing popularity of this alternative investment class and, as NICOLE SZOLLOS writes, recent data suggests continuing g...
Editorial
Hedge funds have done well in terms of both performance and distribution, but they are yet to be universally accepted on master trust menus. FIONA MOORE reports....
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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...