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| | | Colonial First State (CFS) has significantly expanded its FirstChoice menu, adding a range of ETF exposures, fixed interest, and sustainability strategies. Following the addition of the 17 new funds, the FirstChoice platform has reached the largest ... |
| | | | ASIC named and shamed more responsible entities in need of improving their oversight of investment managers' marketing practices, raising concerns over five funds totalling about $705 million in assets. Ongoing ASIC surveillance identified concerns ... |
| | | | ... instrumental in developing growth strategies and culture to best support business growth." "As we continue to grow our practice, driving the best possible outcomes for our clients is front and centre." Meanwhile, O'Neill said: "I am delighted to be appointed ... |
| | | | ... like." Turner highlighted focusing on excellence in investment decision-making, ESG integration and building on leading practice in investment stewardship and transparency. In terms of topics of engagement that FSI would continue to explore, in addition ... |
| | | | ... clients and the financial planning profession more broadly," Abood said. Meanwhile, the winner of the FPA Professional Practice of the Year Award was Alman Partners based in Mackay, QLD. According to the FPA, the judges selected Alman Partners based ... |
| | | | Colonial First State (CFS) has unveiled its new CFS Edge wrap platform, calling it the first major Australian wealth platform market innovation in the last decade. At a platform preview in Sydney last night, CFS chief executive, superannuation Kelly ... |
| | | | ... Service Centre, which also supported the Canadian business. He also spent 10 years at DSC Technology in the Life Insurance Practice, working with clients in the US, Singapore and India. "Deepak brings an impressive breadth of international experience ... |
| | | | Goldman Sachs Asset Management is paying US$4 million to settle charges brought by the US regulator over failures involving ESG research used to select investments. It comes as the US government reverses limitations placed on some pension funds in relation ... |
| | | | ... operational performance, address problems and capitalise on potential opportunities," he commented. Fortnum's head of practice development and growth Rob Skinner added that no two plans will be the same because every business is unique. "BOS is a ... |
| | | | Australians have taken home almost $900 million in compensation and refunds since the ombudsman service opened its doors in November 2018. The Australian Financial Complaints Authority (AFCA) said it's also handled more than 300,000 disputes, an ... |
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