Search Results | Showing 111 - 120 of 176 results for "Managed portfolios" |
| | | ... functionality and flexibility. Its ability to manage a wide range of assets and liabilities and administer managed portfolios provides the efficiency and transparency that our advisers and their clients increasingly need," he said. Mercer Wealth Management's ... |
| | | | ... balances or those seeking a less sophisticated solution. It will offer a limited investment menu of diversified managed portfolios from third-party providers. The ASX-listed platform provider announced the new product in its latest quarterly update. ... |
| | | | ... McMurdo said HUB24 built a tailored solution that offers advisers access to both the Fitzpatricks range of managed portfolios and a broad range of other investment options. HUB24's advanced managed portfolio functionality allowed Fitzpatricks to ... |
| | | | ... incongruous with consumer protection," he said. "But technology platforms can help with efficiency, such as with managed portfolios to lessen the statement of advice burden, automatic record of advice generation, direct integration with XPLAN and others ... |
| | | | ... McMurdo said HUB24 built a tailored solution that offers advisers access to both the Fitzpatricks range of managed portfolios and a broad range of other investment options. HUB24's advanced managed portfolio functionality allowed Fitzpatricks to ... |
| | | | ... under management have swelled 39% in Australia and 33% internationally. It is also offering 60% more products: managed portfolios have gone up from 388 to 553, while the funds, ETFs and XTBs have jumped from 244 to 467. On May 14, Ohanessian was re-instated ... |
| | | | AMP is further embracing managed accounts, making a suite of separately managed portfolios available to users of its platforms. Known as MyNorth Managed Portfolios, 12 SMAs have been added to AMP's superannuation, pension and investment platforms and ... |
| | | | ... said. "The international portfolios offer access to high-calibre global investment managers, professionally managed portfolios with direct international share ownership and the tax efficiencies and cost savings that managed accounts offer. This provides ... |
| | | | ... extensive review process, Euroz has selected Innova Asset Management to build and oversee tailored risk-defined managed portfolios for its Euroz Securities and Entrust Private Wealth Management clients, which represent more than $1 billion in funds under ... |
| | | | ... sector of investment wraps and platforms can only mean an increasing amount of advised clients will be using managed portfolios in some form. Speaking in a panel session at the Morningstar investment strategy day in Melbourne, Entwistle said technology ... |
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