CFS

Financial planning

Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week....

Financial planning

Increasing revenue per client is a strategic priority for over half of financial advice businesses, a new report has found, with documented processes being a key way to a...

Financial planning

Advisers will now be able to tap into global markets on the platform through international signature managed accounts from global managers like T. Rowe Price and Lazard. ...

Financial planning

Viridian Advisory’s Brett Arnol has detailed how the firm’s partnership with CFS is fostering the next generation of advisers through its Professional Year program....

Financial planning

Following its recent partnership with Otivo, Colonial First State has now announced an arrangement with Viridian Advisory to offer unadvised members with one-off, topic-b...

Financial planning

CFS has shared key strategies for advisers to use for their varying different demographics with a focus on building relationships rather than transactions....

Funds management

CFS has finalised its decision on the future of two RLAM funds on its platform after Ironbark Asset Management opted to agree to new investment managers....

Financial planning

Digital advice platform Otivo chief executive, Paul Feeney, has detailed how its partnership with Colonial First State is expanding the accessibility of advice as it look...

Financial planning

Colonial First State has unveiled its tailored digital financial advice offering, designed by Otivo, for unadvised CFS FirstChoice superannuation members at just $88 per ...

Financial planning

An artificial intelligence service designed to optimise the financial planning documentation process has been launched by a former financial adviser....

Financial planning

Colonial First State has announced a five-year agreement with Microsoft to underpin the firm’s use of cloud and artificial intelligence technology in wealth management. ...

Funds management

Colonial First State has approved all alternative managers for its funds, following the closure of four First Sentier Investors teams in April....

Funds management

Colonial First State has confirmed the first alternative manager for its funds, following the closure of four First Sentier Investors teams. ...

Financial planning

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

Funds management

Following the closure of four investment teams last month by First Sentier Investors, Colonial First State has proposed multiple replacement managers for the CFSIL funds....

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 weeks 1 day ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 weeks 6 days ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

1 month 1 week ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 weeks 5 days ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 weeks 4 days ago

The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients....

2 weeks 2 days ago