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Showing 251 - 260 of 514 results for "CFS 1420"

Wholesale funds see strong inflows

JAMIE WILLIAMSON  |  FRIDAY, 23 DEC 2016
... on year inflows, recording 156.4% growth, followed by DFA Australia (84.3%), State Street (66%), BlackRock (65.2%) and CBA/CFS (41%). Macquarie saw a significant decrease in inflows, recording -50.4%, while UBS, Victorian Funds Management and Challenger ...

MySuper lifecycle funds lead the pack

DARREN SNYDER  |  WEDNESDAY, 30 NOV 2016
The latest Rainmaker Information report indicates several bank-owned MySuper products are increasing their position in the highly competitive superannuation marketplace, especially through lifecycle funds. Rainmaker's September quarter MySuper report ...

AMP Capital senior manager joins CFS

DARREN SNYDER  |  MONDAY, 28 NOV 2016
A senior manager among AMP Capital's multi-asset group will leave for a new role at Colonial First State in December. AMP Capital senior manager, platforms, tailored investment solutions Jodie Tapscott will leave the firm after more than four years. ...

CFS introduces same day RoA functionality

KERRIE SYDEE  |  WEDNESDAY, 23 NOV 2016
Colonial First State has introduced a new same day Record of Advice (RoA) generation functionality to FirstNet Adviser, allowing advisers to generate an RoA in as little as 30 minutes. The added functionality comes six months after CFS first launched ...

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 ...