Article list

Everything from CFS - Colonial First State

Fortnum adds FirstWrap as a preferred platform

From CFS - Colonial First State

Fortnum Financial Group has approved Colonial First State’s award-winning FirstWrap platform. Fortnum chose FirstWrap on the strength of its market-leading model portfolio functionality and Colonial First State’s strong commitment to

continue reading

16 Jun 2015

Colonial First State announces an alliance with Sanlam

From CFS - Colonial First State

Colonial First State yesterday announced an alliance with the global financial services group, Sanlam, to distribute its innovative Managed Risk funds in Australia. Colonial First State General Manager Product & Investments,

continue reading

19 May 2015

Colonial First State urges retirees to ‘Be Ready For Next’

From CFS - Colonial First State

Colonial First State is urging retirees to re-imagine their retirement, with a focus on freedom, not fear, in this next phase of their lives. This is the core message of

continue reading

13 May 2015

New analysis shows our ‘lump sum culture’ is an exaggeration

From CFS - Colonial First State

More than $80 of every $100 paid as a retirement benefit is taken as a pension, refuting the accepted view that Australia has a strong ‘lump sum’ culture. The Colonial

continue reading

29 Apr 2015

CFS FirstChoice Lifestage achieves $1 billion in FUM

From CFS - Colonial First State

Over $130 million per month in flows to MySuper Colonial First State (CFS) has announced that FirstChoice Lifestage has reached $1 billion in funds under management, achieved in less than

continue reading

10 Apr 2014

CFS FirstChoice Multi-Index suite of funds ‘Recommended’ by Zenith

From CFS - Colonial First State

Colonial First State’s FirstChoice Multi-Index funds have been awarded a ‘Recommended’ rating from Zenith Investment Partners. Zenith described CFS’ FirstChoice Multi-Index funds as ‘a compelling offering for investors seeking a

continue reading

05 Nov 2013

Colonial First State Global Asset Management establishes emerging markets debt team

From CFS - Colonial First State

Colonial First State Global Asset Management (CFSGAM) has announced the establishment of an Emerging Markets Debt team, which will focus on developing investment capabilities across traditional hard currency sovereign debt

continue reading

02 Sep 2011

FIRST 1 2 3 4 56 LAST

Earn CPD Points

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 [...]