Search ResultsShowing 71 - 80 of 100+ results for "CFS"
Managed accounts now available via FirstChoice
JAMIE WILLIAMSON  |  TUESDAY, 21 NOV 2017
... 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 ...
SSGA sales head lands top job, successor named
DARREN SNYDER  |  TUESDAY, 14 NOV 2017
... 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 ...
CFS lifestage funds enter direct infrastructure
KARREN VERGARA  |  MONDAY, 13 NOV 2017
... 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 ...
CFS annuities hits $1bn milestone
KARREN VERGARA  |  TUESDAY, 31 OCT 2017
... 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 names new distribution head
ALEX BURKE  |  FRIDAY, 13 OCT 2017
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 ...
CommSec and CFS combine tech strengths
JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2017
... 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 ...
Annuity sales soar as deferred products loom
JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2017
... 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 ...
CFS reaches out to advisers via FirstTech app
EMMA RAPAPORT  |  FRIDAY, 14 JUL 2017
... 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 ...
Tech providers fall behind increased planner needs
JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
... 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 ...
Looming super reforms benefit millions
JAMIE WILLIAMSON  |  FRIDAY, 23 JUN 2017
... 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 ...
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