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Showing 151 - 160 of 309 results for "model portfolios"

AB fund added to three platforms

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
... the fund in September 2015. "Lonsec's decision to include the Fund as a core equity offering in its notional model portfolios is a very positive development both for the Fund and for AB's growing presence in the Australian retail market," said Jen Driscoll ...

ANZ partners with Mercer for retiree portfolios

ALEX BURKE  |  THURSDAY, 18 AUG 2016
ANZ Wealth has partnered with Mercer to develop new model portfolios for retirees. The portfolios will be distributed via ANZ Wealth aligned licensees and focus on diversification across asset classes. Each is based on a particular investment objective ...

Lonsec gives iRate an upgrade

KERRIE SYDEE  |  WEDNESDAY, 10 AUG 2016
... allocation changes over time. The update will enable, for the first time, users to create and analyse equity only model portfolios with fully integrated equity research. Users will also be able to import and export portfolios using an Excel template ...

Implemented Portfolios launches branded IMA

KERRIE SYDEE  |  WEDNESDAY, 10 AUG 2016
... Australian financial advisers and licensees to white-label the Implemented Portfolios IMA technology and use their own model portfolios or those of a chosen service provider. The branded IMA extends the Implemented Portfolios (IP) service beyond those ...

Shaw and Partners joins forces with Praemium

ALEX BURKE  |  THURSDAY, 4 AUG 2016
... Praemium have partnered to deliver a managed account solution for clients. The solution consists of two investment model portfolios under a separately managed account (SMA) structure. One allocates exclusively to Australian equities and the other comprises ...

SMSFs will shape the future of ETFs

DARREN SNYDER  |  TUESDAY, 26 JUL 2016
... portfolio or to do your own implementations. It's a broking model that fits well with financial planners and inside model portfolios and so on. Plus it's low cost - these are all the things that drive an SMSF investor," Shead said. That said, Shead explained ...

Synchron debuts adviser investment solution

KERRIE SYDEE  |  TUESDAY, 26 JUL 2016
... superannuation account and pension account will be available to Synchron's more than 400 advisers. Ten Valant Capital model portfolios will also be available through the High Wrap platform. Synchron and Valant Capital director John Prossor said the inclusion ...

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 ...