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Showing 161 - 170 of 1618 results for "Colonial"

Most advisers satisfied with success: Research

KARREN VERGARA  |  TUESDAY, 18 JUN 2024
... rating their satisfaction 3.6 out of five, new research shows. The 171 advice practices canvassed by Elixir Consulting and Colonial First State recorded earnings before interest and tax (EBIT) margins that ranged from -20% (loss) and up to 60%. While ...

Active Super found guilty of greenwashing

ANDREW MCKEAN  |  THURSDAY, 6 JUN 2024
... invested in Pointsbet and lottery operator Jumbo Interactive, and indirectly invested in seven gambling companies through a Colonial First State fund and the S&P/ASX 200. LGSS argued that "no reasonable person" would see the gambling restriction apply ...

Retail funds drive down admin fees: KPMG

KARREN VERGARA  |  TUESDAY, 28 MAY 2024
... Insights 2024 report shows. As an example, Mercer reduced its admin fee from 0.48% to 0.21% following the BT merger, while Colonial First State (CFS) lowered its admin fee to 0.16%. This compares to the most competitive industry funds Australian Retirement ...

Insignia research, retirement income head to depart

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
... having previously led investments for Energy Industries Super for a time. He's also held analyst roles, including at Colonial First State.

Former licensee chief takes new role

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
... two years, and national manager for almost three. She has also previously served as head of advice business services at Colonial First State and led strategy for Commonwealth Financial Planning for two years. She also held senior roles at ANZ in advice ...

Platform reveals advice firms' top issues

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... by providers in this space." Advisers frequently talked about brands relevant to their client base. North, Macquarie, Colonial First State, BT and Microsoft are the most popular among them. Compared to the period between January and June 2023, advice ...

Seven fund managers scoop up First Sentier mandates

KARREN VERGARA  |  MONDAY, 20 MAY 2024
Colonial First State (CFS) flags it will appoint seven new managers to take over several mandates that will be vacated by First Sentier Investments (FSI) following the shock closure of four local investment teams. CFS has said it has been "actively ...

Rainmaker Information names research head

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
... wealth management division. He's also previously served as head of technical services for BT Financial Group, worked in Colonial First State's technical team, and as a financial adviser at Commonwealth Private Bank. He also has experience at KPMG and ...

Fund managers nervously await 'golden visa' reforms

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... companies. A host of fund managers depend on SIVs to reach wealthy investors they otherwise have no access to. They include Colonial First State, MA Financial Group, First Sentier Investors, Macquarie Group, Dexus, Challenger, UBS Asset Management, Real ...

First Sentier axes investment units, AUM takes $14bn hit

KARREN VERGARA  |  TUESDAY, 23 APR 2024
... FSI spokesperson said. Mitsubishi UFJ Financial Group acquired FSI in 2019 for $4.2 billion. It was previously known as Colonial First State Global Asset Management when it was owned by Commonwealth Bank. In a note to investors, Colonial First State ...