Search ResultsShowing 1 - 7 of 7 results for "DFS Portfolio Solutions"
DomaCom, DFS establish $4.1m sub-fund
HARRISON WORLEY  |  THURSDAY, 8 NOV 2018
DomaCom partnered with DFS Portfolio Solutions to launch a $4.1m mortgage sub-fund. DomaCom announced an allocation to two mortgage investments through the firm's first branded mortgage fund with DFS. The firm said the two mortgages total around ...
IMAP awards managed accounts excellence
KARREN VERGARA  |  THURSDAY, 2 AUG 2018
... Simplicity Fincast Managedaccounts.com.uu Australian Equities Bennelong Australian Equity Partners DFS Portfolio Solutions DNR Capital Macquarie Investment Management SG Hiscock & Company (winner) Shaw and Partners Australian Equities Small Cap ...
IMAP to recognise managed accounts excellence
JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
... Simplicity Fincast Managed Accounts Australian Equities Bennelong Australian Equity Partners DFS Portfolio Solutions DNR Capital Macquarie Investment Management SG Hiscock & Company Shaw and Partners Australian Equities Small Cap 8ip Pearl ...
The future of advice fee structures
JAMIE WILLIAMSON  |  MONDAY, 18 JUN 2018
... fees, as well as benchmark both planning advice fees and portfolio performance. That is the view of DFS Portfolio Solutions, with principal Stephen Romic saying it is clear is that "bundling planning advice and product advice is the source of the ...
Knight Financial Advisors unveils new MDA service
MARK SMITH  |  WEDNESDAY, 25 MAY 2016
... and corporate governance framework. Independent consultant Stephen Romic, head of research at DFS Portfolio Solutions, has joined the group's investment committee to strengthen the decision making process and provide greater insight on ...
HUB24 increases FUM by half a billion dollars
CLAIRE MCGREAL  |  FRIDAY, 17 FEB 2012
... and the scope of services, which we plan to extend to the IFA market," said Stephen Romic, head of DFS Portfolio Solutions. The groups cited HUB24's capability to enable dealer groups to evolve as a product manufacturer, as well as the ...
Zenith wins four fin planning mandates
RUTH LIEW  |  FRIDAY, 26 NOV 2010
... he said. The Wilson HTM mandate is based on a 12-month rolling contract, said Nicoll. Meanwhile, DFS Portfolio Solutions appointed Zenith to its Investment Advisory Board last week. Zenith will provide services to complement DFS' internal ...
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