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Showing 261 - 270 of 514 results for "CFS 1420"

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 ...

Adviser commitment to tech relationships falling

KERRIE SYDEE  |  FRIDAY, 1 JUL 2016
Technology providers can no longer consider their relationships with financial planners secure as more planners look for lower cost and comprehensive solutions, according to Investment Trends. In its thirteenth year, the May 2016 Planner Technology ...

CFS launches Millennial-targeted super option

ALEX BURKE  |  THURSDAY, 19 MAY 2016
Colonial First State has introduced a new superannuation investment option targeted at members born from 2000 to 2004. The FirstChoice Lifestage 2000-2004 option has a 90% allocation towards growth assets, which can be tailored as a member advances ...

Advisers encouraged to review changes carefully

KERRIE SYDEE  |  WEDNESDAY, 4 MAY 2016
A higher than expected number of changes to superannuation delivered in the 2016 federal budget will keep financial advisers on their toes, as they work to update financial plans in line with the changes. From 1 July 2017, the tax exempt status of income ...

Lump sum withdrawals to fall to 4% by 2025: Rice Warner

KERRIE SYDEE  |  TUESDAY, 29 MAR 2016
Only 10% of retirement assets were taken as a full lump sum in 2013-14 according to research by Rice Warner, destabilising the view that many retirees rapidly spend their super and fall back on a full Age Pension. Used to support its 2016 pre-budget ...

SSGA Aussie equity fund added to Asgard platform

ALEX BURKE  |  TUESDAY, 22 MAR 2016
A State Street Global Advisors Australian equity fund has been added to the Asgard eWRAP platform. The benchmark-unaware Australian equity fund is managed by SSGA's active quantitative equity team, and has achieved a total 10.69% return over five years ...

Retail managed funds rose strongly in 2015

MARK SMITH  |  FRIDAY, 18 MAR 2016
... funds, BT leads the industry in the market share stakes with 18.5% of total FUM. AMP is close behind with 17.4% with CBA/CFS (15.8%), NAB/MLC (14.2%) and Macquarie (8.1%) rounding out the top five.