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Showing 131 - 140 of 277 results for "Model portfolios"

Stockspot releases robo tool for HNW investors

ALEX BURKE  |  MONDAY, 21 MAR 2016
... service allows "qualifying investors" to choose from 14 different investment themes which tie into Stockspot's model portfolios and can result in over 1,000 different potential portfolio configurations. Stockspot chief executive Chris Brycki predicted ...

SMAs driving growth at fund manager Altair

MICHELLE BALTAZAR  |  MONDAY, 7 MAR 2016
... managers are starting to provide SMA versions of their unit trust products as more adviser provide white-labeled model portfolios and managed accounts to their clients. Parker said they now have around $2.5 billion in FUM, predominantly on institutional ...

Spire Copper Rock small cap fund added to two platforms

MARK SMITH  |  THURSDAY, 17 DEC 2015
... million capacity available for the private wealth market with some licensees now including the fund in their model portfolios. "Copper Rock are a proven specialist in a sector that demands active management. The fund provides advisers with the opportunity ...

HNW Planning ramps up high-touch advice with netwealth managed accounts

MICHELLE BALTAZAR  |  FRIDAY, 16 OCT 2015
... Adviser Portal. HNW Planning will use the netwealth Managed Account Models as component parts of its AFS-level Model Portfolios that also use LICs, ETFs and other investments already available through the main netwealth platform. Cumming said that besides ...

Don't flood managed accounts with excess investment options: advisers

ALEX BURKE  |  THURSDAY, 8 OCT 2015
... showed some managed accounts to now be offering large numbers of managed funds in addition to direct equities and model portfolios. Managed account platforms in the Rainmaker study offer 4,000 investment choices of which only 366 are model portfolios ...

Legg Mason fund added to AMP model portfolio

MARK SMITH  |  WEDNESDAY, 7 OCT 2015
... exposure beyond AREITs can provide a more robust solution in the property sector," AMP advice research manager model portfolios Luke Mandekic said. The fund currently has a 52% weight to AREITs, 37% weight to listed utilities and 11% invested in listed ...

Lonsec launches investment solutions division

MARK SMITH  |  TUESDAY, 6 OCT 2015
... by Lukasz de Pourbaix in the chief investment officer role. The new division will be responsible for building model portfolios for advisers. It has been conceived amid growing regulatory and administrative demands on financial planners as well as increased ...

Managed Accounts challenge to retail wealth groups

ALEX DUNNIN  |  WEDNESDAY, 30 SEP 2015
... financial advisers think about the sector. The report reveals that across the sector there are now almost 350 model portfolios available to investors through either Separately Managed Accounts, Individually Managed Accounts, Discretionary Managed Accounts ...

Many APLs still block managed account usage

STAFF WRITER  |  WEDNESDAY, 23 SEP 2015
... direct equity investing, almost half of advisers using managed accounts focus on Separately Managed Accounts and model portfolios. Individual managed accounts are the focus of one third of advisers who use managed accounts. Rainmaker will be presenting ...

IOOF appoints head of best advice

LAURA MILLAN  |  MONDAY, 14 SEP 2015
... advice policy, process and procedures, technical support, research, paraplanning and implementation services for model portfolios and managed accounts offers. The IOOF spokesperson also confirmed that head of research Peter Hilton is "on sick leave" ...