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Showing 131 - 140 of 309 results for "model portfolios"

Netwealth adds multi-asset and equity solutions

JAMIE WILLIAMSON  |  MONDAY, 15 MAY 2017
... of diversified portfolios from Joseph Palmer & Sons, with Netwealth securing another private label deal. The model portfolios were added to the Netwealth platform as part of a partnership with Futuro affiliate Sterling Managed Investments. Futuro clients ...

VanEck partners to launch ETF model portfolios

ALEX BURKE  |  MONDAY, 8 MAY 2017
VanEck will launch a range of model portfolios to advisers using exchange-traded funds, in partnership with an investment researcher. Using Lonsec's portfolio construction research, the VanEck ETF Model Portfolio series comprises balanced, growth and ...

ACBC partners with Praemium

EMMA RAPAPORT  |  THURSDAY, 2 MAR 2017
... Martin and co-founder and executive director of Australian Corporate Bond Company (ACBC), said offering the SMA model portfolios was another step forward in XTB's commitment to driving innovation within the local fixed income market. "The Yield Plus ...

YBR partnership drives wealth renewal

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
... the introduction of Provisio, YBR has introduced three new lower cost index investment options and made the YBR model portfolios available on Macquarie and Asgard platforms. Minimum requirements have now been introduced for all new financial advisers ...

Antares reaches landmark managed accounts FUM

JAMIE WILLIAMSON  |  TUESDAY, 21 FEB 2017
... Antares Equities achieved more than $1 billion in funds under management across its separately managed accounts model portfolios. Described as a huge milestone for the Australian equities manager, general manager of Antares Equities Brendan Donohoe said ...

BTIM appoints new portfolio manager

JAMIE WILLIAMSON  |  FRIDAY, 10 FEB 2017
... more than 16 years' experience in investment management and consulting and was most recently senior manager, model portfolios and risk research at TCorp. He was responsible for the management of more than $40 billion in defined benefit and insurance ...

New white labels highlight OneVue growth

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2017
... organisation. For these partners our solution improves practice efficiencies that will include their own managed account model portfolios." Chief executive of Queensland-based advisory firm MGD Wealth, John Barton, said with $600 million in funds under ...

Planning firm to launch Netwealth private label

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
... the firm is delighted with the partnership. "We're excited to be offering out clients a range of contemporary model portfolios, with Zenith employing a dynamic asset allocation with their best research ideas for active managers," Thwaites said. Having ...

RI Advice launches retirement planning toolkit

ALEX BURKE  |  THURSDAY, 15 DEC 2016
... dealer group said its new product complements a three-year strategy which also included retirement income-focused model portfolios designed by ANZ. To boost awareness of the toolkit, RI also partnered with not-for-profit retiree association Probus, which ...

Lonsec adds AB fund to portfolios

JAMIE WILLIAMSON  |  WEDNESDAY, 30 NOV 2016
AllianceBernstein's AB Managed Volatility Equities Fund has been added to Lonsec's core model portfolios. The firm is delighted with the recognition, with AB chief executive - Australia, Jen Driscoll saying it highlights the excellent performance of ...