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Showing 171 - 180 of 309 results for "model portfolios"

Many APLs still block managed account usage

STAFF WRITER  |  WEDNESDAY, 23 SEP 2015
... direct equity investing, almost half of advisers using managed accounts focus on Separately Managed Accounts and model portfolios. Individual managed accounts are the focus of one third of advisers who use managed accounts. Rainmaker will be presenting ...

IOOF appoints head of best advice

LAURA MILLAN  |  MONDAY, 14 SEP 2015
... advice policy, process and procedures, technical support, research, paraplanning and implementation services for model portfolios and managed accounts offers. The IOOF spokesperson also confirmed that head of research Peter Hilton is "on sick leave" ...

Invast launches thematic model portfolios

LAURA MILLAN  |  WEDNESDAY, 9 SEP 2015
Stockbroking platform Invast Australia has launched a number of model portfolios tackling themes such as the country's aging population, US cyber security and iconic Aussie brands. The portfolios will be listed in Invast's PortfolioInvestor platform ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... traditional managed funds. This is because they are offered by a responsible entity in the form of one or more model portfolios whose asset allocation is determined externally, with discretion, by the investment manager. Individual investors, therefore ...

Lonsec partners with robo advice provider

STAFF WRITER  |  THURSDAY, 27 AUG 2015
Lonsec Research has partnered with a firm that provides an automated investment service to build model portfolios for its clients. Ignition Wealth will in turn benefit from Lonsec's research in a service that will launch later this year. Lonsec Fiscal ...

Perpetual's acquisition of The Trust Company pays off

LAURA MILLAN  |  THURSDAY, 27 AUG 2015
... and managers are working on including it in the major dealer group platforms, approved product platforms and model portfolios. "With continued strong performance over clients' investment timeframes, we are pleased to be extending the strong brand and ...

Executive appointment round-up

STAFF WRITER  |  FRIDAY, 14 AUG 2015
... iShares business team in Australia to focus on adviser relations. Joshua Persky joins as sales strategist for model portfolios and solutions and Alex Zaika will be director of wealth advisory sales strategist. - State Street appoints to managed fund ...

BlackRock boosts iShares sales team

LAURA MILLAN  |  THURSDAY, 13 AUG 2015
... 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 ...

Fat Prophets partners with OneVue

ALEX BURKE  |  TUESDAY, 16 JUN 2015
... 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 ...

SDI products drive retail FUM growth

ALEX DUNNIN  |  FRIDAY, 5 JUN 2015
... 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 ...