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Showing 171 - 180 of 404 results for "Model portfolio"

ACBC partners with Praemium

EMMA RAPAPORT  |  THURSDAY, 2 MAR 2017
... another step forward in XTB's commitment to driving innovation within the local fixed income market. "The Yield Plus model portfolio has been developed in direct response to demand from advisers looking for an efficient and transparent way to invest ...

YBR partnership drives wealth renewal

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
In transforming its wealth division Yellow Brick Road will work with an industry software provider to benefit its network of franchisee owners. YBR will roll out Rubik's scaled advice software Provisio to its franchisees, enabling them to write 80% ...

Antares reaches landmark managed accounts FUM

JAMIE WILLIAMSON  |  TUESDAY, 21 FEB 2017
... Antares Equities offers four SMAs, including an income-focused Antares Dividend Builder, the Core Opportunities Model Portfolio, the Listed Property Model Portfolio and the Ex-20 Australian Equities Model Portfolio. "There is strong investor appetite ...

BTIM appoints new portfolio manager

JAMIE WILLIAMSON  |  FRIDAY, 10 FEB 2017
A former TCorp senior manager joined BT Investment Management this week. BTIM appointed Alan Polley as a portfolio manager in an expansion of its diversified strategies capability. Polley has more than 16 years' experience in investment management and ...

New white labels highlight OneVue growth

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2017
OneVue will partner for three white labels following record quarterly cashflows. The platform, which recorded inflows of $310 million for the December 2016 quarter, will deliver three white label solutions for MGD Wealth, Prosperum Wealth and an unnamed ...

Planning firm to launch Netwealth private label

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
Netwealth is entering another private label partnership with a self-licensed planning firm. Securinvest, a boutique financial planning group based in Victoria, will deliver a private label version of Netwealth's managed accounts offering to clients. ...

Fintech grows through adviser platform

DARREN SNYDER  |  WEDNESDAY, 21 DEC 2016
... accomplished several milestones in 2016. Earlier this month Macrovue teamed with fellow Stone & Chalk resident and model portfolio management tool Fincast to build a platform targeted at financial advisers. The platform allows advisers to automatically ...

RI Advice launches retirement planning toolkit

ALEX BURKE  |  THURSDAY, 15 DEC 2016
Addressing the needs of specialist retirement advisers, RI Advice conducted independent research to build its new retirement planning toolkit. The toolkit comprises insights from said research, client video case studies, direct mail templates and social ...

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 ...

SMSFs encouraged to embrace fintech

DARREN SNYDER  |  FRIDAY, 25 NOV 2016
... manufacturing. Genuinely independent advisers can leverage investment committee expertise, have a fund manager offer a model portfolio of direct assets in their area of expertise, or apply individual asset selection," she said.