The platform has expanded its investment suite with a range of managed account options from Morningstar, following its addition of SMAs from Infinity Asset Management las...
Colonial First State has added $3 billion in more than a dozen separately managed accounts from Infinity Asset Management to its Edge platform....
Financial advice network Viridian Advisory has selected CFS Edge as its wealth and managed account platform....
Keeping great service, integrating with advisers’ existing processes and making it easy to work with are the three guiding principles for CFS in the development of its E...
The December quarter saw a distinct rise in financial advisers’ confidence in their businesses, according to Colonial First State research....
Colonial First State has launched its first passively managed geared investment options for advisers and investors in response to greater adviser demand for access to low...
Now as a standalone business, Colonial First State is investing $430 million with aspirations to be the easiest provider for advisers to do business with and will launch ...
Growing demand for affordable financial advice is powering appetite for a new breed of low-cost index funds as a core holding in portfolios, writes Bryce Quirk....
In partnership with Lonsec, Zenith and Morningstar, it will offer 23 new managed account specialist portfolios on its FirstChoice Personal Super and Pension platform....
Advisers are now turning to focus on their business growth but the workload around fee consent requirements are a burden and they need efficient processes to lower this l...
Colonial First State has made a number of senior appointments in the lead up to its separation from the Commonwealth Bank....
Bryce Quirk will replace the role previously held by Peter Chun, in the recently renamed CFS Advice Relationships department....
Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...