Professional Standards

Professional Planner Online

9 March, 2011 FirstChoice tackles industry funds head on Colonial First State (CFS) has moved to tackle industry super funds head on with a significant enhancement of its FirstChoice investment platform. CFS has slashed the minimum investment level for FirstChoice from $100,000 to $15,000 and claims to have a fee structure as low as, or […]
On Practice

Important work behind the scenes

In all the turmoil of this global financial crisis, one thing seems to have gone largely unremarked.We got an inkling of it late last year, at the Investment and Financial Services Association conference.The chief executive of Colonial First State (CFS), Brian Bissaker, said that the level of inquiries to CFS’s call centre was no higher […]
On Practice

Now you can read Professional Planner online as well

Welcome to our new website, designed to complement the print edition of the magazine by extending Professional Planner’s range of services and scope of information. Each month you’ll find some, but not all, of the current edition online. We’ll regularly publish our Client Case Study and Planner Profile each month, as well as the Consumer […]

All ordinary: a reality check for Australian equities

As Professional Planner went to press in mid-January the ASX/S&P 200 Index was ping-ponging around the 6,000 points mark – a respectable enough result if you consider that the same benchmark five years ago stood at just under 3,000. But, as with sports, it is recent performance that dominates memories and headlines and on those […]