COLONIAL FIRST STATE

Financial planning

Fiducian Portfolio Services has restructured its senior executive team following its recent listing on the ASX....

Financial planning

Bendigo Bank has joined forces with SMF Funds Management in an effort to shake up its lagging position in the superannuation market....

Financial planning

Tasmanian Trustees is looking at boosting its funds management business through internal growth and its new joint-venture banking operation with Bendigo Bank, says new ch...

Financial planning

BT Funds Management has restructured its 60 strong national sales team, in a ma-jor refocus of its adviser services operations....

Financial planning

Nearly four out of five financial planners feel confident enough about using the Internet to perform online transactions for their clients, according to a Colonial First ...

Financial planning

PERPETUAL Investments has delayed listing two of its wholesale funds on Sovereign's AEGIS wrap account following a procedural glitch....

Financial planning

Bendigo Bank has joined forces with SMF Funds Management in an effort to shake up its lagging position in the superannuation market....

Financial planning

Colonial First State is looking on target for another strong performance year, fol-lowing two consecutive years as Money Management’s Fund Manager of the Year....

Financial planning

ASB Bank has announced plans to merge the life businesses of Sovereign and Co-lonial New Zealand creating the country’s largest life company with $460 million of annual p...

Financial planning

Poor performance by AMP’s older style funds have dragged down the fund manager’s Morningstar overall rating to three stars....

Editorial

There are nearly 7,000 managed funds vying for the hard earned savings of Australian investors. Only a few ever reach the dizzying heights of becoming mega funds. Kate Ka...

Financial planning

The Commonwealth Bank has looked to its New Zealand subsidiary, ASB Bank, for its new head of International Financial Services (IFS)....

Financial planning

Alliances between banks and media or telecommunication companies will pose the biggest threats to financial planners over the next 12 to 18 months, according to InvestorW...

Financial planning

NRMA has rolled out a new income protection policy which makes use of agreed value and indemnity contracts within the same policy....

Financial planning

Poor performance by AMP’s older style funds have dragged down the fund man-ager’s Morningstar overall rating to three stars....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 2 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 1 day ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 2 days ago