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Showing 11 - 20 of 621 results for "CFS"

New enhancements to Expand, CFS Edge

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
... Financial (Insignia)'s flagship platform Expand Essential has made enhancements to its menu, while Colonial First State (CFS) has added new options to CFS Edge. Recent additions to Expand Essential include new multi-manager options MLC MultiActive ...

Colonial First State enhances FirstChoice with Elemnta

CHLOE WALKER  |  TUESDAY, 21 NOV 2023
Colonial First State (CFS) rolled out a major enhancement to FirstChoice, reducing set-up time for new and existing accounts by up to 80%. CFS has worked with Elemnta to allow advisers to use existing client data via an integration with Xplan, reducing ...

Wealth firm awards CFS Edge mandate

KARREN VERGARA  |  MONDAY, 6 NOV 2023
Colonial First State (CFS) has scored a wealth platform and managed accounts mandate with a large financial advice firm. Viridian Advisory, which has $7 billion in funds under administration, will use CFS Edge. Having officially launched in August ...

CFS Edge adds 25 managed accounts to menu

STAFF WRITER  |  MONDAY, 23 OCT 2023
... Atchison Consultants, Drummond Capital, and Russell Investments. It's also added a new nesting capability. From Atchison, CFS Edge has added four diversified portfolios in Active 55, 70, ETF 55 and 70. It has also added six single sector portfolios in ...

Colonial First State appoints inaugural chief executive

CHLOE WALKER  |  TUESDAY, 26 SEP 2023
Colonial First State (CFS) will welcome its first group chief executive, to commence early next year. Having stepped down as chief executive of Suncorp Bank today, Clive van Horen has been confirmed as the incoming chief executive for CFS Group. Announcing ...

Younger Aussies want advice but don't know how to get it: CFS

CASSANDRA BALDINI  |  WEDNESDAY, 20 SEP 2023
... bulk of them don't know how to access it, a study from Colonial First State shows. According to research commissioned by CFS, 53% of under 40s are open to advice compared to 36% of those aged 40 to 59 and 15% of those over 60. However, despite being ...

Colonial First State previews new MA offering

CHLOE WALKER  |  WEDNESDAY, 6 SEP 2023
Colonial First State (CFS) has revealed its new managed accounts offering, to be made available on the newly launched Edge platform. The Accelerate Series has been designed in response to feedback from financial advisers, helping them meet best interest ...

ASIC appeal in CBA, CFS case dismissed

JAMIE WILLIAMSON  |  THURSDAY, 17 AUG 2023
... 2013 and June 2019 in branches and online. Under an agreement, CBA was entitled to 30% of the total net revenue derived by CFS from the product every financial year. In total, this amounted to about $22.7 million over nine payments. ASIC alleged CBA ...

New CFS platform at the cutting Edge: Quirk

CHLOE WALKER  |  TUESDAY, 1 AUG 2023
After several months' delay, Colonial First State's much-anticipated Edge platform has launched, with CFS distribution lead Bryce Quirk saying it's expected the new offering will fare as well as FirstChoice. Developed in collaboration with FNZ, CFS ...

Retail super funds plan to merge

ANDREW MCKEAN  |  WEDNESDAY, 26 JUL 2023
... closure was to "achieve scale" by providing members access to a larger combined fund. A spokesperson for Colonial First State (CFS), the parent company of Avanteos Investments, said: "Increased scale and consolidation has the potential for benefits to ...