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Showing 341 - 350 of 702 results for "CFS"

CFS introduces same day RoA functionality

KERRIE SYDEE  |  WEDNESDAY, 23 NOV 2016
... FirstNet Adviser, allowing advisers to generate an RoA in as little as 30 minutes. The added functionality comes six months after CFS first launched enhancements to its RoA functionality, with adviser usage jumping by 10% during the period. General manager ...

CFSGAM reveals succession plan

KERRIE SYDEE  |  WEDNESDAY, 23 NOV 2016
Colonial First State Global Asset Management (CFSGAM) has announced the succession plan for the role of head of Australian equities growth. Current deputy head of Australian equities growth Dushko Bajic will become head of Australian equities growth ...

Advisers drive annuities growth

KERRIE SYDEE  |  TUESDAY, 15 NOV 2016
... annuities usage was on the rise and has been driven in large part by financial advisers. "When we first launched annuities on the CFS platforms, we knew it was because advisers were looking for more efficient ways to deliver advice, particularly in retirement," ...

Equities specialist to CFSGAM

JAMIE WILLIAMSON  |  MONDAY, 14 NOV 2016
Colonial First State Global Asset Management has appointed a new investment director. Richard Cahill joined the firm's investment specialist team in October and is a former principal and researcher of equity fund managers at Mercer Investment Consulting. ...

FirstChoice Alternatives adds new macro manager

KERRIE SYDEE  |  WEDNESDAY, 2 NOV 2016
... attribute as an important addition to our portfolio," Rana said. The FirstChoice Alternatives portfolio is part of a broader CFS alternatives portfolio of $1.1 billion. Head of investments at Colonial First State Scott Tully said the FirstChoice Alternatives ...

CFSGAM grows investments team

JAMIE WILLIAMSON  |  FRIDAY, 30 SEP 2016
Colonial First State Global Asset Management has strengthened its global unlisted infrastructure investments team with two new appointments. Asieh Mansour, who was most recently a senior adviser at Townsend Group, has joined the company's board to oversee ...

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
... involved with the plenary session with Graham Rich, dean of PortfolioConstruction Forum & Stephen Halmarick, chief economist at CFS Global Asset Management and the focus session with AFA Adviser of the Year, David Reed. The AFA 2016 National Adviser ...

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 ...