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Showing 221 - 230 of 515 results for "CFS 1420"

HSBC quietly exits financial advice

KARREN VERGARA  |  THURSDAY, 5 JUL 2018
HSBC Australia is shuttering its retail financial advice division. The closure follows a strategic review and HSBC Australia did not disclose how many staff members are affected. A HSBC spokesperson said: "We have ceased offering retail financial planning ...

Franklin Templeton appoints two distribution heads

KANIKA SOOD  |  WEDNESDAY, 4 JUL 2018
Franklin Templeton Investments Australia has made two key appointments to its distribution team. Colonial First State's national manager of strategy and implementation is moving to Franklin Templeton Investments (FTI). Amy Teh will serve as FTI's ...

Younger advisers drive digital client engagement

KARREN VERGARA  |  WEDNESDAY, 27 JUN 2018
Financial planners are increasingly looking for digital means to engage clients, latest Investment Trends research shows. The majority (88%) of advisers are strengthening their client relationships using technology-based solutions to interact and disseminate ...

CBA restructures executive leadership

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
Commonwealth Bank made a raft of changes to its executive lineup following the announcement of plans to demerge its wealth management business. Current chief risk officer David Cohen has been promoted to deputy chief executive, charged with leading ...

CBA to demerge CFS, mulls further CommInsure sell-off

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
Commonwealth Bank is demerging its wealth management business and undertaking a strategic review of its general insurance arm. Standing as a separately listed wealth management business, CFS Group will comprise Colonial First State, Colonial First State ...

Industry leaders in sales and marketing recognised at MAX Awards

STAFF WRITER  |  FRIDAY, 15 JUN 2018
More than 300 guests attended last night's 2018 Financial Standard Marketing, Advertising & Sales (MAX) Excellence Awards, which recognised the outstanding achievements in marketing, sales and business development by an individual, team or organisation ...

HUB24 launches portfolio management tool

KARREN VERGARA  |  THURSDAY, 7 JUN 2018
HUB24 will roll out a new tool that will give portfolio managers the ability to respond quickly to changing market conditions. Progressive Portfolio Implementation (PPI) gives portfolio managers the flexibility to allocate new client money at different ...

ASIC drags NSW adviser to court

KANIKA SOOD  |  TUESDAY, 8 MAY 2018
A financial adviser who allegedly recommended his clients set up SMSFs and invest funds in a company where he was a director; and claimed life insurance commissions from illegitimate applications, will face the Federal Court this month. ASIC has commenced ...

CFS partners to create ESG fixed income fund

KANIKA SOOD  |  THURSDAY, 3 MAY 2018
Colonial First State has launched a new fund with ESG and impact bond manager Affirmative Investment Management (AIM). The Affirmative Global Bond fund will invest in fixed income and cash assets where both the issuer and issues have passed an ESG and ...

HUB24 expands distribution team

KANIKA SOOD  |  FRIDAY, 20 APR 2018
HUB24 has created two distribution roles, appointing two former Colonial First State executives. Joining HUB24's distribution team is Shane Muscat, formerly CFS head of institutional sales. Muscat takes on the newly-created role of HUB24's head of strategic ...