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CFS
Financial planning
CFS may be investing millions in adviser technology but the firm believes digital solutions will act as enabler rather than a replacement for in-person financial advice. ...
People & Products
BT’s head of platform distribution, Chris Mather, is to join CFS as the firm gears up to launch its new Edge platform next quarter....
People & Products
Colonial First State has launched a sustainable growth fund, Thrive+ , to help consumers invest in a sustainable way. ...
Financial planning
ASIC has lodged an appeal against the Federal Court’s ruling in favour of Commonwealth Bank and Colonial First State. ...
People & Products
Colonial First State has entered into a strategic partnership with deliver the new FirstChoice platform on Bravura’s Sonata Alta solution in conjunction with Tech Mahindr...
Financial planning
The Quality of Advice Review proposals present an opportunity to stop advice becoming exclusively accessible by wealthy Australians, according to Colonial First State, as...
People & Products
Colonial First State has appointed Jonathan Armitage as chief investment officer, replacing Scott Tulley who leaves the firm after three decades....
Superannuation
Australia has a large untapped workforce of older Australians who would delay retirement for up to 10 years if they were able to switch careers and achieve a better work ...
Financial planning
The demand and importance of advice is “only getting stronger”, according to CFS, as its FirstChoice platform tops the latest Wealth Insights report....
People & Products
Colonial First State has appointed EOS at Federated Hermes as its global stewardship provider to provide engagement, voting and public policy support for its global equit...
Funds management
In its first major move since the separation with Commonwealth Bank, Colonial First State has announced it will partner with FNZ for a platform launch by the end of the y...
Financial planning
The Commonwealth Bank has completed its sale of its 55% interest in Colonial First State to private equity firm KKR....
Superannuation
The Federal Court has ordered Colonial First State Investments Limited to pay a penalty of $20 million for misleading communications with members. ...
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
The solution captures fee consent for ongoing service fee agreements through Xplan and is validated through blockchain in a bid to reduce time spent on administration and...
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MARKET INSIGHTS
Podcast
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,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...