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Showing 251 - 260 of 510 results for "CFS 1420"

Advisers drive annuities growth

KERRIE SYDEE  |  TUESDAY, 15 NOV 2016
Greater education and understanding of the benefits annuities can play in retirement has seen Colonial First State's FirstChoice and FirstWrap total funds under management exceed $535 million. Head of retail sales at Colonial First State Laird Abernethy ...

FirstChoice Alternatives adds new macro manager

KERRIE SYDEE  |  WEDNESDAY, 2 NOV 2016
Colonial First State's FirstChoice Alternatives portfolio has added a new macro investment manager and hit a new funds under management milestone. London based discretionary macro manager H20 Asset Management was recently added to the portfolio, taking ...

CFS to integrate with IRESS

JAMIE WILLIAMSON  |  THURSDAY, 29 SEP 2016
Colonial First State has appointed IRESS to provide back-end technology for its FirstWrap platform. CFS will implement IRESS Portfolio System (IPS) technology onto its managed accounts solution in a bid to satisfy growing adviser demand. CFS acting ...

CFS sets focus on financial literacy with Wealth IQ

KERRIE SYDEE  |  MONDAY, 19 SEP 2016
Colonial First State (CFS) has launched a digital tool to assist financial advisers in increasing the financial literacy of their clients. Wealth IQ was designed to help advisers explain complex financial planning and investment concepts to their clients ...

A former PM, a Harvard professor and an adventurer to headline AFA conference

KERRIE SYDEE  |  FRIDAY, 9 SEP 2016
The Association of Financial Advisers has revealed its seven plenary keynote speakers, with just 26 days until the National Adviser Conference kicks off. Headlining the conference is former Prime Minister John Howard, who will outline his vision for ...

CFS wins bid to host new SMA solution

JAMIE WILLIAMSON  |  MONDAY, 5 SEP 2016
Colonial First State (CFS) has won the tender process to host a new Separately Managed Account (SMA) offer. Atrium Investment Management and CFS will team up to deliver Atrium's new SMA service via its wrap platform. CFS executive general manager Linda ...

CFS adds aged care annuity to FirstChoice

KERRIE SYDEE  |  MONDAY, 29 AUG 2016
Colonial First State has added Challenger's CarePlus annuity to the FirstChoice platform, giving a greater number of financial advisers access to the retirement investment option. General manager product and investments at Colonial First State, Peter ...

Morphic fund added to wraps

DARREN SNYDER  |  THURSDAY, 11 AUG 2016
A Sydney-based global equities manager is gaining further traction following its flagship fund being placed on several wraps and platforms. Morphic Asset Management's Global Opportunities Fund, known for its steady risk-adjusted returns, is now available ...

CBA posts record profit despite dip from wealth division

MARK SMITH  |  WEDNESDAY, 10 AUG 2016
A 6% dip in the cash profit of Commonwealth Bank's wealth management division did not hold the bank back from recording a record after tax cash profit of $9.45 billion for the 12 months to 30 June, up 3% on last year. Wealth Management cash net profit ...

Kardinia fund retains Zenith rating

KERRIE SYDEE  |  MONDAY, 4 JUL 2016
For the fifth consecutive year, Zenith has awarded Kardinia Capital a 'Highly Recommended' rating for the Bennelong Kardinia Absolute Return Fund. Formed in 2011 in partnership with Bennelong Funds Management, the Bennelong Kardinia Absolute Return ...