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Showing 151 - 160 of 302 results for "model portfolios"

CFM alternative beta fund gets Lonsec approval

MARK SMITH  |  MONDAY, 18 JUL 2016
... Stephen Robertson said. "Winston routinely sees financial advisers who are looking to add alternatives to their model portfolios or actively reviewing their models in search of better solutions. Generally, advisers' choices for high quality, simple-to-understand ...

Adviser demand drives XTB offering

KERRIE SYDEE  |  THURSDAY, 14 JUL 2016
ACBC has launched two new exchange traded bond units (XTB) model portfolios to give financial advisers a simpler way to gain exposure to individual corporate bonds. Available only through advisers, the XTB only portfolios aim to create a cost-effective ...

New Spring FG SMSF platform opens

MARK SMITH  |  MONDAY, 27 JUN 2016
... Fractional property investing - in individual residential, commercial and rural properties and in residential model portfolios - is provided through DomaCom. There is also a range of SMSF member personal insurance options from AIA, including life, TPD ...

Suncorp rolls out online only super

DARREN SNYDER  |  WEDNESDAY, 8 JUN 2016
... both advisers and customers several simple integrated advice tools. A key feature will allow advisers to build model portfolios and tailor investment strategies for different member groups. Brighter Super is also designed to be flexible whereby members ...

BetaShares launches model portfolio service for advisers

MARK SMITH  |  MONDAY, 6 JUN 2016
... implemented portfolio of exchange traded funds for both the SAA and DAA. The final module is a separate set of model portfolios that have been optimised to provide enhanced income and less volatile returns, based around the BetaShares Managed Risk series ...

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 ...