CFS
Financial planning
Colonial First State has announced the latest manager to join its Edge managed accounts menu, focusing on providing investors with a strategic income....
Financial planning
Two-thirds of Australians would like to see legislative change to enhance the accessibility of financial advice, according to CFS, with those aged 40–49 being the most ea...
Financial planning
Higher cost-of-living challenges are placing significant strains on Australians’ mental and financial wellbeing, according to CFS, while access to crucial guidance remain...
Funds management
Colonial First State has chosen Franklin Templeton specialist investment manager, Martin Currie Australia, to manage a mandate on its FirstChoice platform....
Funds management
Australian Ethical Investment has welcomed an independent non-executive director to its board, who previously spent a decade as Colonial First State’s CEO....
Financial planning
Self-licensing specialist My Dealer Services has teamed up with Colonial First State to deliver technical support to its network of over 400 self-licensed financial advis...
Funds management
Colonial First State has awarded a significant $1 billion mandate to a global investment management firm amid the growing investor interest for global fixed income....
Financial planning
Colonial First State has added several new international managed accounts to its Edge platform amid adviser and licensee demand for global investment opportunities....
Financial planning
Research by Colonial First State has found women are reluctant to make retirement preparations, despite 62 per cent saying they feel that they are unable to achieve a com...
Financial planning
Colonial First State has announced a suite of dynamic investment solutions on the FirstChoice and Edge platforms to help investors navigate inflation and market volatilit...
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...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...