All Articles tagged with 'Bryce Quirk'

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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

New research on what’s really happening in the back-offices of advice businesses

From Elixir Consulting

Advice businesses that are enjoying more success, as defined by their Earnings before Interest and Tax (EBIT) margins and owner satisfaction, exhibit six critical characteristics, according to a new report

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20 Jun 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 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 launches new offering for ambitious advice practices

From CFS - Colonial First State

Colonial First State (CFS) today announces the launch of CFS 10X, a new offering designed to help ambitious financial advice practices grow their business. CFS 10X will deliver a series

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12 Feb 2024

Viridian Advisory selects CFS Edge as wealth platform and managed accounts provider

From CFS - Colonial First State

Colonial First State is pleased to announce leading financial advice network, Viridian Advisory, as a cornerstone client of CFS Edge. CFS Group Executive Bryce Quirk said the new relationship with

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07 Nov 2023

CFS Edge adds 25 managed accounts from three leading providers

From CFS - Colonial First State

Colonial First State (CFS) has partnered with Atchison, Drummond and Russell Investments to expand the investment choice on CFS Edge with 25 new managed accounts. Commenting on today’s announcement, CFS

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19 Oct 2023

Colonial First State announces next generation of managed accounts exclusive to CFS Edge

From CFS - Colonial First State

Colonial First State (CFS) has unveiled the future of managed accounts that will provide access to game-changing pricing, greater flexibility and enhanced investment capabilities exclusive to CFS Edge. At the

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08 Sep 2023

CFS helps members keep their eyes on the big picture

From CFS - Colonial First State

Australian wealth management group Colonial First State (CFS) last night hosted a special event in Sydney to help superannuation fund members make sense of recent challenges in the economy and

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22 Aug 2022

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

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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 [...]