|Search Results||Showing 71 - 80 of 100+ results for "CFS"|
|... portfolio control typically associated with managed discretionary accounts. The latest platform enhancement to be rolled out by CFS sees more than 100 investment options made available to licensees on the FirstChoice menu to construct managed account ...|
|... strategy alongside Johnston. She has 18 years of financial services experience having worked previously at Credit Suisse, CFS, AMP and Goldman Sachs Asset Management. "Syvanna has a strong understanding of the issues that advisory market participants ...|
|... oversees the assets, has made initial allocations to investments located in Australia, the UK, Portugal and New Zealand. CFS head of investments Scott Tully said FirstChoice Lifestage has the advantage of being designed for accumulation members with ...|
|... years. Acting general manager of product Sam Wall said reaching this milestone in a short amount of time is testament to CFS's commitment in providing a range of retirement solutions, and the strength of partnerships with CommInsure and Challenger. "Offering ...|
|Colonial First State has appointed a new general manager of distribution. Peter Chun has held multiple roles at CFS since joining in 2002, initially as head of super and investments. In between he served as director, product and marketing for Credit ...|
|... fee-for-service environment, the service can be customised to support specific advice fee models and is offered by both CAS and CFS. "By bringing together the strengths of the two businesses, we can now offer advisers an investment management solution ...|
|... strategies. We have access to a vast and diverse customer base and a deep level of industry expertise," Chun said. Chun said CFS will continue evolving its strategies as new products come to market, while also gaining a greater understanding of the challenges ...|
|... information on superannuation, tax, social security and aged care. The app will be made available free to all advisers using CFS platforms, in versions for both Apple and Andriod devices. Colonial First State executive manager Craig Day said the app's ...|
|... support with plan production, modelling tools and interactive client review tools." As a result the most widely used platforms, CFS FirstChoice and BT Wrap, are increasingly under threat from the new guard - Netwealth, BT Panorama and HUB24. "Netwealth ...|
|... week's deadline, predicting some will miss the cut and need to withdraw contributions, or risk a substantial tax. According to CFS, one in five customers missed the 30 June cut off for making non-concessional contributions via electronic funds transfer ...|
The executive manager of operations at a $17 billion industry superannuation fund resigned recently, with a replacement yet to be appointed.
Clime Investment Management has partnered with Sequoia to launch a new fund that aims to provide a yearly income of 8%.
A three-day trial has been scheduled for the landmark case brought against Rest by member Mark McVeigh.
A retail superannuation fund has dropped the investment fees on three options by 10 bps to 19 bps, with its chair saying the cuts will help it be more competitive.
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