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Showing 281 - 290 of 702 results for "CFS"

New $500m boutique manager partnership

KANIKA SOOD  |  THURSDAY, 16 AUG 2018
Prodigy Investment Partners has struck its third boutique partnership with a manager helmed by former Challenger and Credit Suisse investors. Equus Point Capital is a market neutral strategy for Aussie equities that will target a return of 7.25% to ...

Poor systems delay MySuper transitions: CFS

KARREN VERGARA  |  WEDNESDAY, 15 AUG 2018
... Commission hearing, contributing to what Colonial First State admits was a lengthy transition of members to MySuper products. CFS executive general manager Linda Elkins blamed the limitation of CBA's systems and lack of operational capacity for failing ...

CFS and a messy MySuper transition

KANIKA SOOD  |  TUESDAY, 14 AUG 2018
... Commission's lens on Tuesday. Taking the witness box, Colonial First State executive general manager Linda Elkins told the Commission CFS initially failed to transition 13,000 members into MySuper products during the 2014 switch - a breach it reported ...

Funds SA appoints chair, director

KANIKA SOOD  |  FRIDAY, 10 AUG 2018
The $30 billion public fund manager has chosen a former UniSuper head of public markets to chair its board, while another investment veteran is joining the board as a director. Both spots opened up when former South Australia Deputy Premier and Treasurer ...

CBA readies wealth demerger, records $9.2bn cash profit

DARREN SNYDER  |  WEDNESDAY, 8 AUG 2018
... million cash profit in FY18 (up 5%), it was a collection of mixed results for businesses which include Colonial First State, CFS Global Asset Management (CFSGAM), Count Financial, Financial Wisdom and Aussie Home Loans. CFSGAM recorded net outflows of ...

HUB24 introduces low-cost product

KARREN VERGARA  |  THURSDAY, 19 JUL 2018
... rated HUB24 as one of the top 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 ...

Advisers name top platform provider

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
... advisers surveyed in the 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 ...

HSBC quietly exits financial advice

KARREN VERGARA  |  THURSDAY, 5 JUL 2018
... thick of disposing financial planning units. Commonwealth Bank is the latest to demerge from wealth management. Under the CFS Group - Colonial First State, Colonial First State Global Asset Management (CFSGAM), Count Financial, Financial Wisdom and Aussie ...

Franklin Templeton appoints two distribution heads

KANIKA SOOD  |  WEDNESDAY, 4 JUL 2018
... will serve as FTI's head of investment and consultant relations. Teh is a CFA charter holder and prior to starting at CFS in 2012, she was a Wills Towers Watson investment consultant and actuarial analyst. She starts in the newly-created role on ...

Younger advisers drive digital client engagement

KARREN VERGARA  |  WEDNESDAY, 27 JUN 2018
... clients," he said. Advisers canvassed in the survey said netwealth is the platform of choice based on satisfaction, followed by CFS FirstChoice. AdviserLogic leads in planning software satisfaction for the third year running. Aside from the traditional ...