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Showing 211 - 220 of 309 results for "model portfolios"

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 ...

Lonsec and Milliman partner for post-retirement research

MARK SMITH  |  TUESDAY, 11 JUN 2013
... Financial Advice (FoFA) world. With the initiative, de Pourbaix said Lonsec and Milliman would focus on building model portfolios for retirees, as well as producing though-leadership pieces that tackle the post-retirement issue. Lonsec hopes it can build ...

Count eyes accounting firms

LAURA MILLAN  |  TUESDAY, 30 APR 2013
... pricing; it has transited into a fully-automated fee disclosure statement and has changed its asset allocation and model portfolios in order to reduce volatility.

OneVue adds Perpetual first SMA to platform

LAURA MILLAN  |  FRIDAY, 19 APR 2013
... entering the SMA space has increased dramatically in the last year and OneVue is now offering more than 40 SMA model portfolios.