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Showing 41 - 50 of 98 results for "FirstWrap"

Advisers drive annuities growth

KERRIE SYDEE | TUESDAY, 15 NOV 2016

... 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 said ...

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 adds aged care annuity to FirstChoice

KERRIE SYDEE | MONDAY, 29 AUG 2016

... complexity and cost of going into aged care at what is often a challenging time for families." CarePlus was added to FirstWrap following the launch of CommInsure and Challenger annuities on the platform in 2015. The CarePlus annuity is an aged care solution ...

Zenith awards Bennelong fund highest rating

KERRIE SYDEE | WEDNESDAY, 6 JUL 2016

... 2015 also has a 'Recommended' rating from Lonsec and is available on a number of platforms including Macquarie Wrap, FirstWrap and Federation. Managed by Bennelong Australia Equity Partners the fund offers investors a mix of active and passive management ...

Kardinia fund retains Zenith rating

KERRIE SYDEE | MONDAY, 4 JUL 2016

... its net equity exposure. The Kardinia Fund is available on a number of platforms and has recently been added to CFS FirstWrap.

FirstWrap launches cash management solution

KERRIE SYDEE | WEDNESDAY, 8 JUN 2016

Colonial First State is set to launch a new cash management solution on FirstWrap Plus Investment accounts on July 1, in a bid to make cashflow management easier for investors, SMSF trustees and advisers. Powered by CBA's Accelerator Cash Account, the ...

SSGA Aussie equity fund added to Asgard platform

ALEX BURKE | TUESDAY, 22 MAR 2016

... team, and has achieved a total 10.69% return over five years (net of fees). It is also available through BT Wrap, CFS FirstWrap, netwealth, Macquarie Wrap and HUB24. "The fund's success reflects not only the returns which could be achieved by truly active ...

CFS upgrades FirstChoice and FirstWrap

MARK SMITH | THURSDAY, 17 MAR 2016

... service, made it easier for super members to update beneficiary details, and developed better client review reporting. FirstWrap enhancements include improved usability and navigation for advisers that make it easier to open a new account online. CFS ...

Annuity sales growth drive up Challenger 1H16 profit

ALEX BURKE | TUESDAY, 16 FEB 2016

... partnership was Colonial First State in August, which introduced Challenger's annuity products on its FirstChoice and FirstWrap platforms. Local Government Super, Caresuper and legalsuper followed suit in October.

Netwealth is highest-rated adviser platform

ALEX BURKE | WEDNESDAY, 3 FEB 2016

... researcher's regular Planner Technology reports. After netwealth, the next highest-rated platforms were Colonial First State FirstWrap, HUB24, Asgard eWRAP and MLC Wrap & Navigator. According to the report, the common preferences expressed by advisers ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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