Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 91 - 100 of 175 results for "Managed portfolios"

HUB24 upgrades distribution capabilities

HARRISON WORLEY  |  THURSDAY, 5 DEC 2019
... development manager. HUB24 said Hope's appointment would be beneficial for advisers wishing to transition to managed portfolios to better meet client requirements. In an effort to support its "growing" segment of stockbroking clients, the firm also appointed ...

BT Financial Group enlists research provider

ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
... Morningstar Australasia will now support BTFG's six Multi-Sector Series Portfolios available to advisers through BT Managed Portfolios on Panorama. The managed accounts in the Multi-Sector Series Portfolios will rely on Morningstar investment advice ...

HUB24 launches multi-currency functionality

KRISTI CHENG  |  THURSDAY, 25 JUL 2019
... with the platform's new multi-currency functionality. The new function will be available within international managed portfolios, giving managers the option to settle international securities transactions and have international dividends paid in either ...

Russell launches next gen managed accounts

ELIZABETH MCARTHUR  |  THURSDAY, 18 JUL 2019
... key gap for Australian advisers providing a dynamic core at a cost-effective price." The Russell Investments Managed Portfolios suite will comprise three elements - direct Australian shares, unconstrained multi-asset strategies and ETFs. The suite is ...

AMP bolsters managed portfolio offering

HARRISON WORLEY  |  WEDNESDAY, 3 JUL 2019
... the managed portfolio range on MyNorth, and will partner with advice practices to create dedicated partnered managed portfolios, ensuring firms can access portfolios tailored to their preferred strategies. AMP said it conducted an extensive due diligence ...

Lonsec to acquire in-house managed account offerings

HARRISON WORLEY  |  TUESDAY, 7 MAY 2019
... looking to help financial advisers transition away from conflicted advice models by acquiring their in-house managed portfolios. Lonsec is offering to purchase in-house managed portfolio solutions from advice licensees, allowing advisers to focus on ...

Praemium loses major client

KARREN VERGARA  |  MONDAY, 8 APR 2019
... the past few years. "They have built a highly compelling business model with a great range of professionally managed portfolios alongside other bespoke solutions. In doing so, they are able to serve a broad client base with differing needs." Praemium ...

AMP cuts MyNorth fees

ELIZABETH MCARTHUR  |  TUESDAY, 19 MAR 2019
... investment platform. "In the last 12 months we've continued to improve MyNorth, including adding a range of managed portfolios, the Advantage Fund Series, and enhancing the platform's adviser reporting and modelling functionality." Wade said these changes ...

Platform rebrands for next phase

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2019
... to its suite of discretionary and non-discretionary, custodial and non-custodial, self-managed and adviser-managed portfolios. "As business and industry challenges become more complex, we seek to offer our customers the opportunity to purpose-build the ...

New managed portfolio education hub launched

JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2019
A new education portal for financial advisers keen to learn more about managed portfolios has launched. HUB24 introduced a new online hub providing a raft of content for financial advisers, covering how managed portfolios work, how they differ from ...