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Showing 111 - 120 of 403 results for "Model portfolio"

Suitability of managed accounts grows

HARRISON WORLEY  |  TUESDAY, 10 SEP 2019
... 2270 model portfolios available as at June 2019. About 4% of respondents to the survey said there are too many model portfolio and ETF choices available, however four times that number said there are far too many managed fund options.

Beware adviser conflicts of interest: Lonsec

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
Managed accounts have the potential to create significant conflicts of interest and conflicted remuneration for advisers. According to Rainmaker data, 29% of the investment platform market in Australia is in managed accounts already and that number ...

Patersons launches first SMAs

ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
Patersons Securities has launched its first separately managed account offerings. The stockbroking and wealth management firm released two SMA models this week. The models had previously been run by Patersons as in-house model portfolios. It is the ...

CountPlus transfers SMA management

KANIKA SOOD  |  MONDAY, 1 JUL 2019
CountPlus has offloaded the investment management of its SMA platform solution as it aims to rid itself of product conflicts. The Privilege Managed Account is a separately managed accounts platform made up of seven model portfolios. These were offered ...

SSGA launches four model portfolios

KARREN VERGARA  |  THURSDAY, 30 MAY 2019
... fall into two investment strategies: State Street Risk-Based ETF Model Portfolios and State Street Income ETF Model Portfolio. The risk-based strategies, which offer three options - moderate, balanced and growth - aim to optimise capital efficiency over ...

More advisers using ETFs

KANIKA SOOD  |  THURSDAY, 14 MAR 2019
The share of financial advisers using ETFs for their clients has increased last year, according to the latest BetaShares Investment Trends ETF report. About 47% of advisers used ETFs in 2017, the report shows. This number has since grown to 53%. A further ...

Channel Capital head of retail departs

KANIKA SOOD  |  THURSDAY, 14 MAR 2019
The head of retail distribution at the $12 billion multi-boutique has jumped ship to another fund manager and the role has been dissolved. Leeshen Chanique worked at Channel Capital for four years, most recently leading the retail/wholesale distribution ...

BlackRock launches Australian bond fund

KANIKA SOOD  |  WEDNESDAY, 6 MAR 2019
BlackRock launched a new indexed fund that will invest in Australian bonds with an ESG focus, with backing from a $21 billion government superannuation fund. VicSuper seeded the fund and partnered with BlackRock. BlackRock Australia's head of fixed ...

ClearView posts first half profit dip

KANIKA SOOD  |  WEDNESDAY, 27 FEB 2019
ClearView posted a 13% dip in its underlying NPAT in the first half as it repositions pricing of its life insurance and wealth management products. The ASX-listed diversified financials has three main businesses: life insurance, wealth management and ...

Platform acquisition boosts Bell Financial results

KARREN VERGARA  |  THURSDAY, 21 FEB 2019
Bell Financial Group's large platform acquisition helped boost its full-year results to December 2018. The stockbroking, investment and financial advisory firm saw revenue increase 7% to $220 million year on year. The majority of revenue was generated ...