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Showing 201 - 210 of 309 results for "model portfolios"

QIC funds added to Federation platform

JAMES FERNYHOUGH  |  THURSDAY, 10 JUL 2014
... as "a contemporary, cost-effective retail platform that provides access to a wide range of managed funds and model portfolios as well as assets not widely available on other platforms, including direct international equities and exchange traded options." ...

WB Financial launches SMA service with Praemium

LAURA MILLAN  |  TUESDAY, 27 MAY 2014
... Praemium platform. The service is available in super and non-super structures and it includes 11 new diversified model portfolios. The models are monitored and updated by WB Financial, but Praemium handles all the trading and administration. "When we ...

Australian ETF industry passes $11 billion milestone

MARK SMITH  |  WEDNESDAY, 7 MAY 2014
... March. Arian Neiron, managing director at ETF provider Market Vectors Australia said the inclusion of ETFs in model portfolios is contributing to the growth of the industry. Other contributing factors include the ease with which they can be traded on ...

OneVue pitches Managed Accounts to industry funds

ALEX DUNNIN  |  WEDNESDAY, 30 APR 2014
... securities listed on the ASX200, selected Exchange Traded Funds and Term Deposits. However, very few include Model Portfolios, solutions that are normally available in more formal Managed Account arrangements. Mckeage said what makes SMSFs so attractive ...

netwealth appoints head of investment and research

LAURA MILLAN  |  TUESDAY, 29 APR 2014
... game," netwealth executive director Matt Heine said. O'Connor will be looking after netwealth's research, its model portfolios, the Global Specialist Series (GSS) managed funds and the recently-launched managed account service.

Wanted: Money managers that are investors not product makers

ALEX DUNNIN  |  WEDNESDAY, 2 APR 2014
... can see upside above the market. This necessarily means DSM runs concentrated stock portfolios in each of the model portfolios it makes available to clients. DSM is represented in Australia by Clearway Capital Solutions.

Lonsec launches ETF model portfolios for advisers

LAURA MILLAN  |  WEDNESDAY, 12 MAR 2014
Lonsec has launched five exchange traded funds (ETF) model portfolios available for advisers who want to give their clients access to low-cost diversified portfolio solutions across traditional asset classes. The portfolios cater for investors with ...

Bennelong WP creates CIO position

HARRY PAGE  |  THURSDAY, 27 FEB 2014
... responsibilities will include managing capital market activity, building a flexible approved product list and developing model portfolios. Rowland said that she will be working closely with Nassios to strengthen the business into a solution driven equity ...

Federation added to Australian Unity platform

HARRY PAGE  |  FRIDAY, 14 FEB 2014
... become shareholders in Federation Alliance made it a unique platform. "This structure allows us to build our model portfolios into the platform and our advisers can use them to better automate the investment management process for their clients," Davis ...

Peters MacGregor Global Fund added to netwealth platform

MARK SMITH  |  FRIDAY, 29 NOV 2013
... financial advisory firms Centric Wealth and Shadforth Financial Group have included the fund in their client model portfolios for some time. Commenting on the addition of the Peters MacGregor Global Fund, netwealth executive director Matt Heine said ...