Search Results | Showing 21 - 30 of 97 results for "FirstWrap" |
| | | ... "He will be a great addition to the business and as head of retail sales will lead the distribution of FirstChoice and FirstWrap." Colonial First State has two super/pension/managed investments platforms: FirstChoice ($90 billion) and FirstWrap ($30 ... |
| | | | ... five administration platforms in terms of investment functionality. The list included Netwealth, CFS FirstChoice, CFS FirstWrap and Macquarie Wrap out of a possible list of 17 providers. AdviserNETgain and Lonsec took out the tops spots for planning ... |
| | | | ... Financial Advice Landscape Report said Netwealth delivered the best investment functionality. HUB24, CFS FirstChoice, CFS FirstWrap and Macquarie Wrap rounded the top five out of a possible list of 17 providers. AdviserNETgain and Lonsec took out the ... |
| | | | ... Affirmative Global Bond Fund to the Australian market," Chun said. The fund will initially be offered on CFS's FirstChoice and FirstWrap platforms from May 2018 alongside other Alliance partners of Colonial First State including Acadian, Aspect, Generation ... |
| | | | ... product solutions and, later, head of platform strategy. He is recognised as being instrumental in the development of CFS' FirstWrap. "We are thrilled to add Steve's experience to the team. His technical product and industry expertise will help drive ... |
| | | | ... resigned from BTFG in December 2017 to join the wealth manager. In his time at CFS, Wall was responsible for FirstChoice, FirstWrap and the Commonwealth Essential Super range of products and services, including investments, superannuation and retirement ... |
| | | | ... Three separately managed accounts from Colonial First State Global Asset Management are now available exclusively on the FirstWrap platform. Users of FirstWrap can now access the CFSGAM Top 20 Index Portfolio, designed to achieve performance similar ... |
| | | | ... OneVue is gaining traction among financial advisers, with its functionality trumping that of Colonial First State's FirstWrap, according to the latest platforms analysis from Investment Trends. Of the 19 full-function platforms studied, OneVue re-entered ... |
| | | | ... annuities to FirstChoice this year in what was a first for platforms in Australia. Despite having also been added to FirstWrap, at the time CFS head of retail platforms Sam Wall described FirstChoice as being "open for business in a big way", which still ... |
| | | | ... market. "Portfolio Service will be CFS' third administration solution for advisers to complement our FirstChoice and FirstWrap platforms, while targeting the needs of advised high net worth clients and the SMSF market by supporting directly held assets ... |
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