La Trobe Financial added to CFS’ platform
La Trobe Financial has announced that its 12 Month Term Account has been added to the Colonial First State’s (CFS) FirstWrap Plus Platform investment offering, which covers the investment, super and pension platforms.
According to the company, the inclusion onto the CFS platform would help boost access to its flagship offering for the existing advisers as well as it would open the account to new advisers.
La Trobe Financial’s chief investment officer, Chris Andrews, said: “We have taken this step on the back of significant demand from the financial adviser market as part of our commitment to delivering the highest levels of service and efficiency to advisers and investors across Australia”.
“Our 12 Month term account is one of our core retail offerings,” he said.
“Its capital-stable, fixed income profile is built on a highly diversified portfolio and over 65 years of manager experience.”
AUTHOR
Oksana Patron
Recommended for you
Clime Investment Management has faced shareholder backlash around “unsatisfactory” financial results and is enacting cost reductions to return the business to profitability by Q1 2025.
Amid a growing appetite for alternatives, investment executives have shared questions advisers should consider when selecting a private markets product compared to their listed counterparts.
Chief executive Maria Lykouras is set to exit JBWere as the bank confirms it is “evolving” its operations for high-net-worth clients.
Bennelong Funds Management chief executive John Burke has told Money Management that the firm is seeking to invest in boutiques in two specific asset classes as it identifies gaps in its product range.
