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BRYCE QUIRK
Financial planning
Colonial First State has reached $1 billion in funds under administration on its Edge platform, having launched last August. ...
People & Products
The platform has expanded its investment suite with a range of managed account options from Morningstar, following its addition of SMAs from Infinity Asset Management las...
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....
Financial planning
Financial advice network Viridian Advisory has selected CFS Edge as its wealth and managed account platform....
Financial planning
Keeping great service, integrating with advisers’ existing processes and making it easy to work with are the three guiding principles for CFS in the development of its E...
Financial planning
The December quarter saw a distinct rise in financial advisers’ confidence in their businesses, according to Colonial First State research....
People & Products
Colonial First State has launched its first passively managed geared investment options for advisers and investors in response to greater adviser demand for access to low...
Financial planning
Now as a standalone business, Colonial First State is investing $430 million with aspirations to be the easiest provider for advisers to do business with and will launch ...
Expert Analysis
Growing demand for affordable financial advice is powering appetite for a new breed of low-cost index funds as a core holding in portfolios, writes Bryce Quirk....
People & Products
In partnership with Lonsec, Zenith and Morningstar, it will offer 23 new managed account specialist portfolios on its FirstChoice Personal Super and Pension platform....
Financial planning
Advisers are now turning to focus on their business growth but the workload around fee consent requirements are a burden and they need efficient processes to lower this l...
People & Products
Colonial First State has made a number of senior appointments in the lead up to its separation from the Commonwealth Bank....
People & Products
Bryce Quirk will replace the role previously held by Peter Chun, in the recently renamed CFS Advice Relationships department....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....