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COLONIAL FIRST STATE
Financial planning
Australia’s retail managed funds market has overcome the market turmoil and investor insecurity that followed the September 11 terrorist attacks in the US to record posit...
Financial planning
The news in late December that the Commonwealth will fold the funds management operations of Colonial First State into its own operations signals the end of a slow joinin...
Financial planning
The Commonwealth Bank has restructured its business operations drawing together the wealth management and insurance operations for the first time since the merger with Co...
Financial planning
Colonial First State Investments will next week boost its adviser commissions on entry fees for retail funds by a further 20 per cent, giving advisers the full 100 per ce...
Financial planning
Colonial First State Investments has introduced a nil-entry-fee pricing structure for its investment products, giving investors the option to pay no up front application ...
Financial planning
Lifespan Financial Planning has boosted its presence in the wrap account market with the launch of it own service, the Omniport Wrap Service with the first $800,000 enter...
Financial planning
SuperEC, the e-commerce initiative to establish a common set of standards for the electronic processing of superannuation related information across fund managers and sup...
Financial planning
BT Margin Lending has launched a regular gearing service into its retail managed funds, making it easier for clients and advisers to access margin loans....
Financial planning
The funds arena experienced a significant improvement last month after a series of negative results following the September 11 terrorist attacks, a report by asset consul...
Financial planning
The Australian managed fund industry is bracing itself for the repercussions of the terrorist attacks in the US as investors respond to the crisis by looking for safe hav...
Financial planning
It is a phrase that will no doubt end up lost in the cluttered, oversized pile of clichés – that Australian investors are Internet savvy. However, regardless of its clich...
Financial planning
Norwich Union’s Navigator master trust has taken out the top honour in the premier service level awards for retail financial services....
Financial planning
Norwich Union's Navigator master trust has taken out the top honour and bagged five out of eight of the premier service level awards for retail financial services....
Financial planning
Lifespan is about to unveil what it believes is Australia’s first fully Web-based financial planning system. Nicole Szollos reports on a dealer group on the verge of a ma...
Financial planning
The National Australia Bank has regained the mantle as the top managed fund distributor in the retail market, dominating inflows into managed funds in the last three mont...
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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...