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Showing 201 - 210 of 302 results for "model portfolios"

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 ...

NFP funds turning to direct investment options in droves

MARK SMITH  |  TUESDAY, 5 NOV 2013
... banks, they lack the infrastructure to offer these services direct. Clarke said that services such as research, model portfolios and imbedded educational tools can be added to the ability to execute orders. The Lonsec offering is also ready to be rolled ...

AltaVista upgrades Portfolio Builder tech tool

ALEX DUNNIN  |  THURSDAY, 24 OCT 2013
... research group AltaVista Research has upgraded its Portfolio Builder that enables advisors to blend their own ETF Model Portfolios. Explaining how the system could be used, AltaVista said: "while the number of ETFs in Australia may be small by global ...

Praemium to host 5 more BetaShares ETFs

ALEX DUNNIN  |  WEDNESDAY, 16 OCT 2013
... Solutions, iShares, AltaVista and the State Street SPDR series. The $1 billion platform now boasts more than 100 model portfolios offered by almost 30 investment managers. Alex Vynokur, managing director of BetaShares, said BetaShares funds under management ...

netweath platform to host SSgA Retirement Solution funds

JAMES FERNYHOUGH  |  MONDAY, 14 OCT 2013
... platforms. SSgA will also partner with investors looking to implement the core investment processes into their own model portfolios, investment products and superannuation offerings. The investment manager said the funds invest in a range of assets ...

Wealth Within targets SMSFs with new platform

ALICE URIBE  |  WEDNESDAY, 2 OCT 2013
... gear directly into property. It also covers multiple asset classes including managed funds, managed accounts, model portfolios, direct property, listed securities, ETFs, cash, term deposits, hybrids, REITs and LICs. Global One also marks Wealth Within's ...

OneVue strenghtens platform offering

LAURA MILLAN  |  WEDNESDAY, 17 JUL 2013
... securities including 70 exchange traded funds, 21 term deposit providers and over 30 separately managed account (SMA) model portfolios. UMA VANTAGE will comprise everything in WRAP+ and allow for more sophisticated investments such as direct property ...

BT launches adviser website and app

JAMES FERNYHOUGH  |  MONDAY, 17 JUN 2013
... fingertips," head of practice management advice Wes Hall said. "Whether it's finding out the latest insights on our model portfolios from our highly regarded research team, technical support on detailed superannuation strategies or the latest policy ...