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Showing 131 - 140 of 404 results for "Model portfolio"

Glennon Capital hires marketing director

KANIKA SOOD  |  TUESDAY, 7 AUG 2018
Glennon Capital has appointed a marketing director as it continues to build its executive team to support its swelling funds under management. Brooke Logan will be responsible for all the $110 million boutique's strategic and operational marketing ...

Last chance to participate in the annual FS Managed Accounts Survey

MICHELLE BALTAZAR  |  WEDNESDAY, 1 AUG 2018
Financial Standard is calling on financial advisers to have their say in an annual managed accounts survey, after research shows a spike in the number of products and services launched since last year. Listed wealth management groups HUB24, Netwealth ...

Investors sharpen watch on RMBS

KANIKA SOOD  |  MONDAY, 9 JUL 2018
... veteran Bob Sahota and Simon Petris launched private debt boutique Revolution Asset Management. About 15% of its model portfolio is in RMBS. Kapstream manages $12.5 billion in fixed income investments. Between $800 million and $1 billion of this is held ...

Managed Accounts Forum survey open

DARREN SNYDER  |  FRIDAY, 6 JUL 2018
Rainmaker research says the managed accounts market is growing three-times the rate of the regular platform market. In the lead up to the Best Practice Forum on Managed Accounts, Financial Standard is running a survey to further this industry insight. ...

SMAs leading growth at Praemium

KANIKA SOOD  |  WEDNESDAY, 30 MAY 2018
Praemium's separately managed accounts business is leading the pack among its offerings, raking in 47% higher revenues in the first half of FY18 as compared to H1 FY17. Collectively the company's product offerings brought in revenue of $21.5 ...

Retail unit trusts leaking FUM

KANIKA SOOD  |  TUESDAY, 1 MAY 2018
Retail unit trusts now hold only 47% of the managed funds segment in Australia, down from 75% at the time of GFC, according to new Rainmaker research. The $755 billion managed funds segment in Australia includes retail unit trusts, exchange traded funds ...

Milliman launches course correction tool for retirees

ALEX BURKE  |  TUESDAY, 10 APR 2018
... its Innova model portfolios. Milliman director of investment services Michael Armitage explained: "Milliman's model portfolio solution meets the needs of investors such as retirees who cannot endure sustained market drawdowns that often occur with equity ...

Praemium expands global SMA offering

JAMIE WILLIAMSON  |  TUESDAY, 10 APR 2018
... ownership, tax efficiencies and transparency, all at an affordable cost," he said. "Praemium offers the broadest SMA model portfolio range in Australia, and we remain focused on providing advisers and their clients with the greatest choice of quality ...

CFSGAM model portfolios added to FirstWrap

JAMIE WILLIAMSON  |  MONDAY, 9 APR 2018
Three separately managed accounts from Colonial First State Global Asset Management are now available exclusively on the FirstWrap platform. Users of FirstWrap can now access the CFSGAM Top 20 Index Portfolio, designed to achieve performance similar ...

Client longevity the largest advice disruptor

DARREN SNYDER  |  TUESDAY, 13 MAR 2018
... superficial." He adds this discovery is overwhelmingly oriented around dropping a client into a risk bucket to make a model portfolio selection. "Even when financial planning is done, very often the clients have a relatively light understanding of the ...