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Colonial First State research reveals the significant mental load Australians carry ahead of retirement

From CFS - Colonial First State

New research from CFS reveals Australians approaching retirement are carrying a significant mental load, with many uncertain about their financial readiness and whether they’ll achieve a comfortable retirement. Now in its third

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02 Jun 2026

Australians open to AI, but still want people in charge of financial decisions

From CFS - Colonial First State

Australians are increasingly using artificial intelligence (AI) in their daily lives but most remain reluctant to trust it with decisions about their money, according to new research from Colonial First

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12 Mar 2026

Colonial First State expands digital insurance services with introduction of online claims

From CFS - Colonial First State

Colonial First State (CFS), in partnership with AIA Australia, today announces the launch of a new digital insurance claims service designed to make it simpler and faster for members to

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25 Feb 2026

CFS partners with Safewill to provide members with Will and estate planning services at no extra cost

From CFS - Colonial First State

Colonial First State (CFS) has announced a new partnership with Safewill which will give almost one million CFS members access to an online Will-creation service with legal review and digital

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17 Feb 2026

CFS delivers double digit returns for MySuper balanced and growth fund members in 2025

From CFS - Colonial First State

Colonial First State (CFS) has announced strong double digit returns over the year to 31 December 2025 for members of its MySuper balanced and growth equivalent funds. The FirstChoice Employer

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22 Jan 2026

CFS 2025 Advice Practice Profitability Report shows advisers’ growth ambitions outpace capacity, but platform efficiency is closing the gap

From CFS - Colonial First State

Australia’s financial advice practices want to serve more clients but are constrained by capacity and process inefficiencies, according to the 2025 Advice Practice Profitability Report, commissioned by Colonial First State

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25 Nov 2025

Colonial First State partners with University of Sydney to launch Future AI PhD Internship Program

From CFS - Colonial First State

Eliza Wu Colonial First State (CFS) has announced a strategic partnership with the University of Sydney Business School to launch the CFS Future AI PhD Internship Program, a new initiative

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22 Oct 2025

Colonial First State awards global and emerging markets equities mandates to J.P. Morgan Asset Management

From CFS - Colonial First State

Colonial First State (CFS) has appointed J.P. Morgan Asset Management (JPMAM), a USD3.8 trillion global asset manager, as an underlying manager for the CFS Emerging Markets and CFS Global Shares

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02 Oct 2025

Colonial First State accelerates managed accounts leadership with $20bn milestone, MST Financial partnership and international menu expansion

From CFS - Colonial First State

Colonial First State (CFS) has announced that over $20 billion is now invested in CFS Managed Accounts, cementing its position as one of the fastest-growing managed account providers in the

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24 Sep 2025

FirstChoice client onboarding now integrated with Morningstar AdviserLogic

From CFS - Colonial First State

Colonial First State (CFS) and Morningstar has announced new functionality on the FirstChoice platform which enables advisers to utilise existing client data via seamless integration with Morningstar’s AdviserLogic software. Developed

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29 Nov 2024

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]