CFS

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....

Financial planning

Unadvised Australians believe they need $2 million to retire comfortably, according to Colonial First State, a wide variance compared to advised individuals which estimat...

Funds management

The super and investment fund has added a spot bitcoin ETF from BlackRock to the CFS Edge platform, allowing advisers access to crypto assets....

Financial planning

Platforms are pivoting to take on the role formerly held by large licensees in providing adviser education, according to platform specialist Recep Peker, as well as impro...

People & Products

In its latest annual platform report, Investment Trends reveals which investment platform has taken the top spot for functionality, as HUB24 and Netwealth vie for first p...

Financial planning

Colonial First State has launched CFS 10x, a program designed to help financial advice practices grow their business....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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