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CFS
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. ...
Funds management
The most volatile Australian managed funds have generated the best returns in their class over three years, according to Money Management. ...
Financial planning
CFS has introduced online tools to enable instant set-up of client accounts and will launch various managed accounts solutions on its wrap....
Financial planning
Sticking with the current rules on non-concessional contribution caps could lead to paying double tax in the future, according to CFS....
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Podcast
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...