COLONIAL FIRST STATE
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 ...
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...
Financial planning
Colonial First State has launched CFS 10x, a program designed to help financial advice practices grow their business....
Financial planning
With more than one in three consumers unable to identify a single benefit of financial advice, the industry has been urged to better articulate the positive impact of see...
Financial planning
KKR, global investment firm and majority owner of Colonial First State, has launched an education platform for financial advisers to educate them on alternative assets. ...
People & Products
Research house Zenith Investment Partners has appointed a managed accounts expert from Colonial First State to a newly created product role....
People & Products
Centrepoint Alliance has appointed a former senior Colonial First State executive as an independent non-executive director on its board....
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....
People & Products
Colonial First State has added 25 managed accounts to its Edge platform from Atchison, Drummond and Russell Investments. ...
Expert Analysis
Many advice practices believe that taking on Professional Year advisers will drain resources. But forward-thinking firms are putting them at the heart of their strategy t...
People & Products
Colonial First State has appointed a new group chief executive following a global search. ...
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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...