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COLONIAL FIRST STATE
Financial planning
Increasing revenue per client is a strategic priority for over half of financial advice businesses, a new report has found, with documented processes being a key way to a...
Financial planning
Advisers will now be able to tap into global markets on the platform through international signature managed accounts from global managers like T. Rowe Price and Lazard. ...
Financial planning
CFS has shared key strategies for advisers to use for their varying different demographics with a focus on building relationships rather than transactions....
Funds management
CFS has finalised its decision on the future of two RLAM funds on its platform after Ironbark Asset Management opted to agree to new investment managers....
Financial planning
Digital advice platform Otivo chief executive, Paul Feeney, has detailed how its partnership with Colonial First State is expanding the accessibility of advice as it look...
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....
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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...