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Search ResultsShowing 1 - 10 of 100+ results for "CFS"
Advisers switch platforms amid pandemic
ALLY SELBY  |  TUESDAY, 7 JUL 2020
... online portal access." The report found Netwealth continues to lead the platform pack, followed by HUB24 in second spot. CFS First Choice, BT Panorama and Macquarie Wrap also make the top five. In terms of advice software, AdviserLogic took out the top ...
Colonial First State cops licence conditions
JAMIE WILLIAMSON  |  THURSDAY, 2 JUL 2020
... in future," APRA said. CFSIL did not oppose the conditions, the regulator added. This is the second action taken against a CFS entity on the back of the Royal Commission, with Avanteos having additional licence conditions imposed after it continued to ...
Pinnacle hires Japan sales exec
KANIKA SOOD  |  THURSDAY, 25 JUN 2020
ASX-listed multi-boutique house Pinnacle Investment Management has hired Colonial First State Global Asset Management's former Japanese sales lead, as it looks to build its presence in the region. Hajime Kobayashi joined Pinnacle last month, as ...
ASIC sues CBA, CFS over RC case
HARRISON WORLEY  |  TUESDAY, 23 JUN 2020
ASIC is taking Commonwealth Bank and its wealth arm, Colonial First State, to task over $22 million in conflicted remuneration issues which it alleges ran up until June 30 last year. The corporate regulator has sued CBA, and the investment arm of its ...
New equity partners at Tribeca unit
KANIKA SOOD  |  MONDAY, 15 JUN 2020
... partner and head of research. Todd Warren has 22 years of experience and most recently was the portfolio manager for the CFS Wholesale Global Resources Fund, long-only mandates and long-short portfolios totaling $3 billion. Warren's hire comes as Ben ...
Best equities funds to May end
KANIKA SOOD  |  WEDNESDAY, 10 JUN 2020
... May 2020. Morningstar looked at returns of 1275 equities managed funds that returned -1.51% on average over the 12 months. CFS FC-Baillie Gifford Long Term Global Growth Fund had highest returns among the 1275 funds with its wholesale vehicle returning ...
Research firm bolsters executive leadership
HARRISON WORLEY  |  WEDNESDAY, 10 JUN 2020
... business development at Australian Unity Investments. He has also held roles with Ausbil and Colonial First State. His stint at CFS lasted six years, more than four of which Purcell spent as a senior business development manager. Australian Funds Monitors ...
Powerwrap inks strategic partnership
HARRISON WORLEY  |  MONDAY, 18 MAY 2020
... Wallace as special projects lead . Wallace joined the platform on a contract basis, after more than 15 years linked with CFS including as national account manager of Avanteos, and senior manager of custom products.
KKR company cut doctors pay during pandemic
ELIZABETH MCARTHUR  |  FRIDAY, 15 MAY 2020
... water in the US over claims a health company it owns cut doctors pay amid the COVID-19 crisis. KKR acquired a 55% stake in CFS on 12 May 2020 for approximately $1.7 billion. But the firm is facing fire overseas over an earlier deal. In 2018 it acquired ...
Few funds immune to ERS
ELIZABETH MCARTHUR  |  THURSDAY, 14 MAY 2020
... slightly more subdued, they were still significant. Colonial First State had paid out $473 million to members by Friday,May 7. CFS general manager product, marketing and remediation Kelly Power said those figures are in line with CFS' expectations. "CFS ...
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