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Showing 1 - 10 of 638 results for "CFS"

Can technology help advisers service the masses?

KARREN VERGARA  |  TUESDAY, 26 NOV 2024
... adoption of technology and change management within practices [and so forth]," he said. The big challenge to platforms such as CFS, HUB24, Netwealth, North and so forth, he predicts, is not competition or the threat of a new platform. "It will be scaled ...

CFS awards equity, infrastructure mandates

KARREN VERGARA  |  TUESDAY, 26 NOV 2024
Colonial First State (CFS) has tapped two fund managers to oversee its Australian equities and infrastructure strategies. ClearBridge Investments is now sub-advising a listed infrastructure mandate on the FirstChoice platform. ClearBridge declined to ...

Colonial First State offers aged care solution

ELIZA BAVIN  |  THURSDAY, 14 NOV 2024
Colonial First State (CFS) has partnered with Care and Living with Mercer to help CFS members access aged care information to assist in selecting suitable care options. The guidance and advice service will be available as a discounted member benefit ...

CFS expands managed accounts offering

MATTHEW WAI  |  WEDNESDAY, 13 NOV 2024
Colonial First State (CFS) has added new options to the CFS Edge platform and Accelerate Series. T.Rowe Price, CBRE Investment Management, ClearBridge, and Lazard Asset Management can now be found on CFS Edge. This takes the total number of managed ...

CFS, Viridian Advisory launch low-cost advice deal

KARREN VERGARA  |  MONDAY, 4 NOV 2024
Colonial First State (CFS) and Viridian Advisory have teamed up to offer a low-cost version of financial advice that starts at $500. The arrangement, available to CFS FirstChoice superannuation, pension, and investment clients, enables those who do ...

CFS unveils fund manager, fee changes to FirstChoice

KARREN VERGARA  |  TUESDAY, 29 OCT 2024
Colonial First State (CFS) is introducing a bunch of fund manager, asset allocation, and fee changes to two of its FirstChoice products from November 16. For FirstChoice Employer Super, Platypus Australian Equities will take over as investment manager ...

Australia's best-performing super fund says no to crypto

ANDREW MCKEAN  |  FRIDAY, 4 OCT 2024
Colonial First State (CFS), the best-performing super fund of the last financial year, has ruled out the idea of adding crypto to its investment portfolio. Despite its popularity, with nearly five million Australians owning crypto, CFS chief investment ...

Colonial First State hires PE head, farewells sales exec

ELIZABETH FRY  |  FRIDAY, 27 SEP 2024
... will take on the role in an acting capacity while the search for a permanent replacement takes place. Carroll has worked at CFS for 10 years. Walker has held several senior management roles at the asset manager, which was bought by KKR about three years ...

CFS reviews Ironbark mandate

KARREN VERGARA  |  TUESDAY, 3 SEP 2024
Colonial First State (CFS) is reviewing its mandate with Ironbark Asset Management, which recently decided to sever ties with Royal London Asset Management (RLAM), whose former investment team left to set up a new Pinnacle Investment Management affiliate. ...

CFS, Bravura, Elemnta team up to enhance FirstChoice

ANDREW MCKEAN  |  TUESDAY, 20 AUG 2024
Colonial First State (CFS) has introduced a new functionality on the former's FirstChoice platform that enables advisers to "utilise existing client data via seamless integration with Midwinter AdviceOS." Developed in collaboration with Elemnta, this ...
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