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Showing 201 - 210 of 404 results for "Model portfolio"

Synchron debuts adviser investment solution

KERRIE SYDEE  |  TUESDAY, 26 JUL 2016
Non-institutional licensee Synchron has created a new company to provide investment solutions to its advisers. Through Valant Capital, the High Wrap investment account, superannuation account and pension account will be available to Synchron's more ...

CFM alternative beta fund gets Lonsec approval

MARK SMITH  |  MONDAY, 18 JUL 2016
Lonsec has awarded Capital Fund Management's (CFM) Institutional Systematic Diversified Trust (CFM ISDiversified) a "Recommended" rating. The fund has been designed to offer investors a diversified portfolio of well-known and persistent alternative ...

Adviser demand drives XTB offering

KERRIE SYDEE  |  THURSDAY, 14 JUL 2016
... method for advisers to manage the direct investment fixed income component of their businesses. The high yield model portfolio is quantitative based with qualitative overlay and consists of at least eight XTBs. The maturity ladder model portfolio aims ...

Nikko hires regional sales manager from BlackRock

ALEX BURKE  |  TUESDAY, 5 JUL 2016
... joins Nikko from BlackRock, where he was vice president - research relationship manager. Prior to that, he was a model portfolio manager and senior research analyst at AMP Financial Services. Commenting on the appointment, Nikko Australia managing director ...

New Spring FG SMSF platform opens

MARK SMITH  |  MONDAY, 27 JUN 2016
Spring FG is now taking pre-registrations for its new self-managed super platform, mysuper247, ahead of its full operational launch in July. The platform allows online SMSF establishment, operation and administration as well as access to an array of ...

Suncorp rolls out online only super

DARREN SNYDER  |  WEDNESDAY, 8 JUN 2016
Suncorp's superannuation arm has launched an online only product with several aims, including bridging the relationships between financial advisers and less engaged super members. Known as Suncorp Brighter Super, the product gives both advisers and ...

BetaShares launches model portfolio service for advisers

MARK SMITH  |  MONDAY, 6 JUN 2016
BetaShares has launched an asset allocation and ETF model portfolio service for its financial adviser clients. The service comprises a modular set of solutions. The first module is a strategic asset allocation (SAA) based on forward-looking expected ...

Stockspot releases robo tool for HNW investors

ALEX BURKE  |  MONDAY, 21 MAR 2016
Stockspot has released a personalised automated investment portfolio service targeted at attracting high-net worth investors. The Stockspot Themes service allows "qualifying investors" to choose from 14 different investment themes which tie into Stockspot's ...

SMAs driving growth at fund manager Altair

MICHELLE BALTAZAR  |  MONDAY, 7 MAR 2016
Australian shares and income fund manager Altair Asset Management are seeing more demand for its managed accounts solutions, signing two major planning groups in recent months and close to wrapping up one other. Founder and chief investment officer ...

Spire Copper Rock small cap fund added to two platforms

MARK SMITH  |  THURSDAY, 17 DEC 2015
The Spire Copper Rock Capital Global Smaller Companies Fund is now available on key platforms including BT and Macquarie Wrap. The Copper Rock Capital investment team, headed by Stephen Dexter, has a strong 13 year record managing global small caps. ...