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Showing 91 - 98 of 98 results for "FirstWrap"

Select wins AXA and CFS mandates

COMPANY RELEASE | THURSDAY, 3 JUN 2010

Select Asset Management's Alternatives Portfolio has been added to the AXA North platform and CFS FirstWrap. The Select Alternatives Portfolio went live on the AXA North platform on 10 May, and CFS FirstWrap on 1 June. A press statement from Select ...

Industry prepares for new advice era

MICHELLE BALTAZAR AND RUTH LIEW | TUESDAY, 27 APR 2010

... commissions include MasterKey Custom (22 per cent of revenue from commissions), followed by Asgard eWrap (38 per cent) and FirstWrap (44 per cent). Statutory fiduciary duty The call for legislated fiduciary duty will affect Approved Products Lists (APLs) ...

CFS appoints Core Equity Services for brokerage

PRESS RELEASE | WEDNESDAY, 21 APR 2010

... First State Custom Solutions has appointed Commonwealth Bank-owned Core Equity Services as its default broker for the FirstWrap platform. Chris Stevens said selecting the broking firm as the default broker for FirstWrap and white label platforms has ...

Navigator tops best platform list

RUTH LIEW | MONDAY, 29 MAR 2010

Navigator has been named the highest-rated platform for overall functionality - beating FirstWrap, Macquarie Wrap and Asgard eWrap, according to a new report. Navigator won the title for 2009, after many years of "steadily rising up through the rankings" ...

CFS signs distribution deal with Aspect

MICHAEL HOBBS | FRIDAY, 22 JAN 2010

... executive at Colonial First State, said the firm plans to launch an Aspect Capital fund on the FirstChoice platform and the FirstWrap platform in the first quarter of this year. "We will look to extend this fund across other retail channels and explore ...

Solaris wins CFS mandate

RUTH LIEW | TUESDAY, 17 NOV 2009

... retail investors and advisers through 15 platforms, including major platforms such as Asgard, BT Wrap, Macquarie Wrap and FirstWrap. Adrian Whittingham, a director at Pinnacle Investment Management and a director of distribution for Solaris, said the ...

AMP all aboard CFS, Navigator and Macq platforms

COMPANY RELEASE | WEDNESDAY, 7 OCT 2009

... State, Navigator and Macquarie platforms. The AMP Capital Asian Equity Growth Fund has been added to Colonial First State FirstWrap, Navigator Personal Investment Plan and Navigator Personal Retirement Plan. Meanwhile the AMP Capital Corporate Bond Fund ...

Tribeca stays on track

MICHAEL HOBBS | MONDAY, 1 JUN 2009

... market strategy, with Colonial First State added the Grant Samuel/Tribeca Alpha Plus fund to the Colonial First State FirstWrap platform. But one of the key outcomes Aylward said is the firm has been able to focus on managing money since the deal. "The ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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