Search Results | Showing 171 - 180 of 302 results for "model portfolios" |
| | | ... focus on adviser relations. Joshua Persky has been appointed to the newly created role of sales strategist for model portfolios and solutions. Persky has more than 10 years' experience in portfolio analysis, consulting and business development. He was ... |
| | | | ... direct-to-digital platform, Super Prophets. The Super Prophets website enables retail investors to access a suite of model portfolios, investment options, self-managed super administration services and insurance products. This follows OneVue's partnership ... |
| | | | ... growth. These product styles include managed accounts and their separately managed account (SMA) options such as model portfolios, exchange tradeable funds and products, and self managed super funds (SMSF). Research presented by Rainmaker at yesterday's ... |
| | | | ... needs of financial advisers, offering informed opinions on appropriate investment strategies, portfolio reviews, model portfolios and skilled execution. Nathan MacPhee, Joint CEO, Lonsec Fiscal said, "Lonsec is committed to providing our intermediary ... |
| | | | ... thinking is becoming much more embedded in a financial adviser's and broker's asset class diversification models and model portfolios for individual investors," Murphy said. "Australia has long lacked a retail corporate bond market with corporates relying ... |
| | | | ... research, asset allocation, multi-manager portfolios, alternative investment programs, as well as constructing model portfolios and the approved product list. Perpetual Private said the team has combined experience of 95 years in the industry and is ... |
| | | | ... Advisory and research firm Brightstone Capital Advisors has partnered with actuarial group NetActuary to create model portfolios for retirees. In addition to the portfolios, the partnership will create "analytical tools and strategies" delivered through ... |
| | | | ... clients can access their "MyFIIG" client portal, browse for bonds through an extensive list of options and develop model portfolios based on FIIG's model analysis and add them to the Trade Request list. Once clients are satisfied with their selection ... |
| | | | ... menus available. Another feature of the ASX platform, said Rainmaker, is that similarly to how managed account model portfolios operate, it enables new investment managers to enter the retail market that were previously unable to access it due to cost ... |
| | | | ... over-the-counter corporate bonds. Its facilities include recommendations, educational and investment tools and model portfolios. "BondAdviser will play an important role in the market by providing unbiased, transparent information coupled with education. ... |
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