Colonial First State

  • Advice efficiency gains through AI tools

    Advice efficiency gains through AI tools

    Jackie Clark (Colonial First State) & Sean Lee (Colonial First State) discuss how advisers can use readily available AI tools to complete office tasks, and help drive business efficiency

     

  • Going for gold

    Going for gold - investing portfolio construction

    Jason Petras (Resonant Asset Management), Clive Maguchu (State Street Investment Management) and Marissa Salim (World Gold Council) discuss how investors can incorporate gold in a portfolio to improve its risk-return profile 

  • Managing the growth allocation

    the issues and opportunities investors should consider when allocating to global and Australian equities

    Scott Bender (DNR Capital), Andrew McKie (Elston), Warryn Roberston (Lazard Asset Management) and Sam Ruiz (T. Rowe Price) identify some of the issues and opportunities investors should consider when allocating to global and Australian equities.

     

  • Practical implementation of managed accounts

    practical considerations about implementing managed accounts in a financial advice business.

    Frances Taylor & Daniel Vanderzei (Colonial First State) and Ty Cockle (Financial Foundations Australia) provide practical considerations about implementing managed accounts in a financial advice business.

     

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0414 443 236