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Showing 181 - 190 of 404 results for "Model portfolio"

CFS introduces same day RoA functionality

KERRIE SYDEE  |  WEDNESDAY, 23 NOV 2016
... introducing the automated Record of Advice facility a few years ago, which was designed to centralise an adviser's model portfolio implementation and advice disclosure obligations in the one place as well as remove friction from this process. "Our commitment ...

AMP and Zenith portfolios add global bond fund

ALEX BURKE  |  TUESDAY, 22 NOV 2016
AMP North and Zenith model portfolios have added a global bond fund. The Payden Global Income Opportunities Fund, distributed by Grant Samuel Funds Management, is an unconstrained global fixed income fund and is based on Payden's absolute return strategy. ...

Japanese bank Nomura ups ante in robo-advice

MICHELLE BALTAZAR  |  THURSDAY, 17 NOV 2016
Financial advisers and super funds doing their groundwork on best-practice robo-advice should take a closer look at Nomura after the $1.1 trillion banking giant launched its robo-advice service this week. The Asian bank will roll-out 'Nomura Goal-based' ...

Impact investing driving advice growth

KERRIE SYDEE  |  MONDAY, 14 NOV 2016
Demand for impact investing is expected to rapidly increase as a growing number of retail and institutional investors search for investments that provide both monetary and social returns. In the last five years there have been 96 reported impact investments ...

Managed accounts boost income by 77%: case study

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
... and international equities (35%), term deposits (15%), an income fund (25%)and the Mason Stevens Fixed Income Model Portfolio (25%), the couple saw a 77% uplift: $919 a week, $47,790 a year. The Mason Stevens Australian Fixed Income Model Portfolio ...

The changing role of ETF model portfolios

KERRIE SYDEE  |  MONDAY, 31 OCT 2016
... can know whether we prefer certain sectors, certain countries, certain markets and they can implement that with model portfolio advice," Poullaouec said. "Advisers can also identify some of the key investment themes and discuss those themes with the ...

Lonsec offloads broking business

JAMIE WILLIAMSON  |  TUESDAY, 11 OCT 2016
... advice clients will "essentially get the best of both worlds." "They will benefit from access to Lonsec's proven model portfolio and research capabilities, while also knowing that they have the support of a locally owned and independent wholesale broking ...

Franklin Templeton fund receives ratings upgrade

KERRIE SYDEE  |  FRIDAY, 30 SEP 2016
Lonsec has awarded the Franklin Templeton Global Aggregate Bond Fund a 'Highly Recommended' rating following its most recent fixed income sector review. The fund is a benchmark aware but flexible fixed income offering that allows investors to invest ...

Well-known stockbroker launches own SMAs

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
A well-known stockbroker has introduced two managed accounts strategies aimed at retail investors and advisers. Owner and author of daily stockmarket newsletter Marcus Today, Marcus Padley has introduced two SMAs, partly to service the clients of Marcus ...

Saxo open to tech collaborations

DARREN SNYDER  |  WEDNESDAY, 21 SEP 2016
Collaboration between financial services firms to deliver fast product execution will be a defining factor for the industry as businesses look to increase or maintain market share, according to Saxo Capital Markets. Hosting the inaugural Saxo Fintech ...