BRYCE QUIRK

Financial planning

Colonial First State has reached $1 billion in funds under administration on its Edge platform, having launched last August. ...

People & Products

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...

Funds management

Colonial First State has added $3 billion in more than a dozen separately managed accounts from Infinity Asset Management to its Edge platform....

Financial planning

Financial advice network Viridian Advisory has selected CFS Edge as its wealth and managed account platform....

Financial planning

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...

Financial planning

The December quarter saw a distinct rise in financial advisers’ confidence in their businesses, according to Colonial First State research....

image
People & Products

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...

image
Financial planning

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 ...

image
Expert Analysis

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....

image
People & Products

In partnership with Lonsec, Zenith and Morningstar, it will offer 23 new managed account specialist portfolios on its FirstChoice Personal Super and Pension platform....

image
Financial planning

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...

image
People & Products

Colonial First State has made a number of senior appointments in the lead up to its separation from the Commonwealth Bank....

image
People & Products

Bryce Quirk will replace the role previously held by Peter Chun, in the recently renamed CFS Advice Relationships department....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Howard Elton

Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...

5 hours ago
Peter Robinson

This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...

5 hours ago
One foot out the door

Based on Deloitte’s numbers, growth from 15,819 to 16,708 is a gain of 889 advisers, representing 177 advisers each year...

6 hours ago

ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....

2 days 22 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

2 weeks ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

6 days 23 hours ago