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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

Flagship CFS Geared Share fund reaches $10 billion milestone

From CFS - Colonial First State

Colonial First State (CFS) is pleased to announce that its CFS Geared Share fund has exceeded $10 billion in total funds under management (FUM), a major milestone for the 27-year-old

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28 Aug 2024

Colonial First State signs five-year agreement with Microsoft to fuel its cloud and AI ambitions

From CFS - Colonial First State

Colonial First State (CFS) and Microsoft have announced a five-year agreement that will underpin the wealth management company’s use of cloud and generative AI technologies to deliver better customer and

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01 Aug 2024

Colonial First State takes first and second place in the top performing MySuper Lifecycle options for FY24

From CFS - Colonial First State

Colonial First State (CFS) is pleased to announce it has achieved first and second place in the top performing MySuper Lifecycle options over the year to 30 June 2024. New

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19 Jul 2024

Colonial First State delivers strong double digit member returns in FY24

From CFS - Colonial First State

Colonial First State (CFS) has announced double digit returns over the year to 30 June 2024 for members of its MySuper balanced and growth funds. This marks the second consecutive

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05 Jul 2024

CFS FirstChoice celebrates 10th year as best value platform in Australia

From CFS - Colonial First State

Colonial First State (CFS) welcomes the announcement by Wealth Insights that its award-winning FirstChoice platform has been named the best value platform in Australia for 10 years in a row.

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31 May 2024

CFS Edge reaches $1 billion milestone in just 200 days

From CFS - Colonial First State

Colonial First State (CFS) is pleased to announce that CFS Edge has reached a major milestone of $1 billion in Funds Under Administration (FUA) in just 200 business days. CFS

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23 May 2024

CFS research finds attitudes towards retirement continue to shift

From CFS - Colonial First State

New research from Colonial First State (CFS) has found that attitudes towards retirement continue to shift, with flexibility and choice a key objective for most Australians. Based on a national

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23 Apr 2024

CFS Edge adds BlackRock iShares Bitcoin Trust to investment menu

From CFS - Colonial First State

Colonial First State (CFS) has today announced that the BlackRock iShares Bitcoin Trust (IBIT) is available on CFS Edge. Commenting on yesterday’s announcement, CFS Group Executive Distribution Bryce Quirk said

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11 Apr 2024

CFS 10X presents key profit drivers for advice practices

From CFS - Colonial First State

New research from Elixir Consulting presented exclusively to the CFS 10X community has explored a number of measurable ways advisers can increase their profitability. Elixir Consulting founder Sue Viskovic and her colleague

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14 Mar 2024

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CPD: Consumer protection brief – advisers at the frontline of preventing financial abuse
Introduction Financial Abuse is a major societal problem, regarded by many observers, and some states, as a form of domestic violence. Although recognised in Commonwealth law, in most Australian jurisdictions [...]
CPD: A deep dive into Listed Private Equity Investments
Private equity (PE) is ownership of, or interest in, a corporate entity that’s generally not publicly listed or traded, although PE is increasingly backing listed companies where there are opportunities [...]
CPD: Global dividends play an important role in portfolio income
With the next move in interest rates likely to be downward, the importance of dividend income will be reinforced. And while Australian investors love their income producing blue chips – [...]
CPD: Top 10 tips for providing ethical advice
The Australian Financial Complaints Authority (AFCA) does more than hear complaints; it also provides tools to help financial advisers meet their legal and ethical obligations throughout the advice process. This [...]
CPD: Deceased estates and tax
Despite a perception that the use of trusts is the domain of the extremely wealthy, trusts can be used by a broad spectrum of clients to achieve a range of [...]