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Everything from CFS - Colonial First State

Colonial First State provides financial advisers with front-row seats to learn from inspirational Australian thought leaders

From CFS - Colonial First State

Australian wealth management group Colonial First State (CFS) has launched the Centre Stage masterclass series, designed to inspire financial advisers to think differently about their approach to business, their teams,

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14 Jul 2022

Colonial First State appoints Chief Investment Officer

From CFS - Colonial First State

Chief Executive Officer of Colonial First State Superannuation, Kelly Power, has announced the appointment of Jonathan Armitage as Chief Investment Officer of Colonial First State. Jonathan is a highly regarded

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13 Jul 2022

Colonial First State reclaims top spot in Wealth Insights platform rankings

From CFS - Colonial First State

Colonial First State’s First Choice platform has ranked first for overall satisfaction in the 2022 Wealth Insights Service Level Report. An innovative program of enhancements and improvements has helped boost

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20 May 2022

Adviser and investor optimism lifts as pandemic restrictions ease

From CFS - Colonial First State

Confidence is improving strongly as financial advisers and investors look beyond pandemic restrictions, but ongoing market volatility is likely to present short-term challenges, accordingly to the latest research from Australian

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17 Feb 2022

Colonial First State selects FNZ to deliver its platform transformation

From CFS - Colonial First State

Colonial First State (CFS) announced a major revamp of its wrap business, with a new wrap platform expected to open to new business in late 2022. CFS has appointed FNZ

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04 Feb 2022

Colonial first state joins with Lonsec, Morningstar and Zenith to launch managed accounts solution with no additional fee

From CFS - Colonial First State

Australian wealth management group Colonial First State (CFS) has announced an agreement with three of Australia’s leading research consultants to offer financial advisers and their clients a highly efficient way

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28 Sep 2021

More Australians engaging with super to secure retirement savings impacted by COVID-19

From CFS - Colonial First State

More Australians are engaging with their superannuation and are positive about new increases to the Super Guarantee (SG) and higher contribution caps. However, the COVID-19 pandemic is causing uncertainty around

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29 Jul 2021

Superannuation changes from 1 July set to boost retirement savings of millions of Australians

From CFS - Colonial First State

Leading superannuation provider Colonial First State is encouraging Australians to make the most of the 1 July changes to super, saying the planned super guarantee (SG) increases as well as

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29 Jun 2021

Australian women and younger workers urged to consider rebuilding their super savings

From CFS - Colonial First State

Australian women and younger workers are among those who need to kickstart rebuilding their superannuation and retirement savings as the economy recovers after Australians withdrew more than $36 billion in early

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26 Apr 2021

CFS reveals Federal Budget hot topics for advisers

From CFS - Colonial First State

Money matters are top of mind for many Australians and Colonial First State’s team of technical superannuation experts is helping ensure financial advisers don’t miss any of the essential information

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23 Oct 2020

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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 [...]
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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 [...]