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Showing 111 - 120 of 175 results for "Managed portfolios"

HUB24 introduces low-cost product

KARREN VERGARA  |  THURSDAY, 19 JUL 2018
... 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. ...

New managing director at Paragem

KARREN VERGARA  |  MONDAY, 25 JUN 2018
... 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 ...

Dover exit renews self-licensing calls

ALEX BURKE  |  MONDAY, 25 JUN 2018
... 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 ...

HUB24 inks MDA, tech deal

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
... 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 ...

SMAs leading growth at Praemium

KANIKA SOOD  |  WEDNESDAY, 30 MAY 2018
... 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 introduces SMA range

JAMIE WILLIAMSON  |  MONDAY, 12 MAR 2018
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 ...

Praemium SMAs go global

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2018
... 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 ...

Euroz partners for first managed account models

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2017
... 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 ...

Managed accounts here for the long haul

DARREN SNYDER  |  THURSDAY, 16 NOV 2017
... 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 ...

HUB24 partners for white label platform

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
A global diversified financial services company will launch a series of managed portfolios on HUB24 in the New Year after inking a white label deal with the platform provider. The recently re-branded platform has agreed to deliver a white label platform ...