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Showing 1 - 10 of 52 results for "FirstChoice platform"

CFS plots 'largest' retirement product expansion with new alliance

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
... selected by BlackRock. The rollout will begin with the introduction of the Retirement Income Optimiser on the FirstChoice platform, as well as a Pension Bonus feature for eligible CFS members in August, with further solutions to be introduced over the ...

HUB24, Netwealth projected to overtake Insignia: Morningstar

MATTHEW WAI  |  TUESDAY, 29 JUL 2025
... financial advisers, according to Rainmaker Information's June Financial Adviser report. The Colonial First State FirstChoice platform has the highest number of financial advisers who are aligned, at 13.1%, followed by BT Panorama (12.2%) and Insignia's ...

One third of advisers use 'Big 3' platforms: Rainmaker

KARREN VERGARA  |  THURSDAY, 24 JUL 2025
... Information, which shows that one third of the industry rely on the 'Big 3'. Colonial First States (CFS) FirstChoice platform holds the highest number of financial advisers who are aligned at 13.1% and non-aligned at 13%, the June 2025 Financial ...

Fitzpatricks names head of product

KARREN VERGARA  |  TUESDAY, 8 APR 2025
... of 21 years at CFS working in senior roles, including product development and product management for the FirstChoice platform. Chapple also spent four years at Accenture as a senior manager. Chapple will report to Fitzpatricks chief financial officer ...

CFS Edge, North enhance platform capabilities

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
Colonial First State (CFS) and AMP have announced updates to their respective managed accounts (MAs) platforms - CFS Edge and North - bringing new international investment options and technological advancements. The CFS Edge platform has expanded its ...

CFS awards equity, infrastructure mandates

KARREN VERGARA  |  TUESDAY, 26 NOV 2024
... infrastructure strategies. ClearBridge Investments is now sub-advising a listed infrastructure mandate on the FirstChoice platform. ClearBridge declined to disclose the size of the mandate. The CFS fund mirrors the ClearBridge RARE Infrastructure Value ...

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, 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 ...

Colonial First State enhances FirstChoice with Elemnta

CHLOE WALKER  |  TUESDAY, 21 NOV 2023
... level," Green said. The news comes as CFS added the GQG Partners global equity AUD hedged strategy on its FirstChoice platform yesterday. The strategy invests in high-quality companies with attractively priced future growth prospects in both developed ...

BT names distribution lead

KARREN VERGARA  |  TUESDAY, 23 MAY 2023
... his tenure, he led platforms distribution and institutional sales. Rainmaker research shows that Colonial's FirstChoice platform hosts the highest number of aligned financial advisers, holding 12% of the aligned segment, followed by BT Panorama which ...
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