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CFS
Funds management
Colonial First State has announced investments in direct infrastructure assets for its MySuper FirstChoice Lifestage funds....
Funds management
La Trobe Financial’s 12 Month Term Account has been added to Colonial First State’s FirstWrap Plus Platform investment menu....
People & Products
CommSec Adviser Services and Colonial First State have combined to deliver a new service offering to advisers....
Financial planning
CFS’ FirstTech app is now available to all CFS platform advisers to provide advisers with fast access to the latest super, tax, social security, and aged care information...
Features
Financial advisers will need to consider whether their client’s current strategy will still be optimal after the concessional contribution changes come into effect, Craig...
Financial planning
CFS’ FirstChoice platform has hit $80 billion in funds under management, while its investment team managed $40 billion in portfolios....
Funds management
CFS has formalised its ESG commitment in its investments through becoming a signatory to the UN-endorsed Principles for Responsible Investment. ...
Financial planning
Colonial First State’s record of advice (RoA) enhancements has helped drive a 10 per cent jump in adviser usage....
Financial planning
CFS platforms have exceeded $535 million thanks to advisers driving annuities to meet complex retirement needs while maintaining admin efficiencies....
Financial planning
Some financial advisers tended to overestimate the financial literacy levels of clients, while other advisers were expressing the need to explain financial concepts to cl...
Funds management
Atrium Investment Management has chosen the Colonial First State wrap platform to launch a new SMA solution....
People & Products
The T. Rowe Price Global Equity offering has been added to the Colonial First State FirstChoice platform....
Funds management
Global equities had been more popular than domestic shares, passive strategies had increased and weighted index funds had seen snowballing growth, CFS said. ...
Funds management
Morphic Asset Management’s global opportunity fund was added to some of the industry’s largest platforms due to strong demand. ...
Funds management
AllianceBerstein has hired Gates Moss, a senior investment analyst from CFSGAM, as AB’s senior research analyst for its equities team. ...
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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...