Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 221 - 230 of 302 results for "model portfolios"

Financial Simplicity boosts managed accounts offering

LINDA HAUSKEN  |  FRIDAY, 21 SEP 2012
... Simplicity has upgraded its managed accounts offering to include a personalised multi-tax wrapper rebalancing to model portfolios for its wealth management clients. This new functionality has been added to enable wealth managers to calculate and resolve ...

Praemium captures BlackRock's SMA business

LINDA HAUSKEN  |  WEDNESDAY, 19 SEP 2012
... BlackRock Customised Portfolio Service, currently has over $600 million in funds under management across 100 model portfolios delivered by over 20 fund managers.

Zurich's restructure sees 11 depart

MELANIE TIMBRELL  |  WEDNESDAY, 29 AUG 2012
... being invested at the dealer group and institutional level resulting in an increasing importance being placed on model portfolios. "The upshot is a lot of companies including us are realising that we need to get better at deepening our relationships ...

Lifecycle discussion needs context: Milliman

MELANIE TIMBRELL  |  MONDAY, 20 AUG 2012
... built." Matterson describes this as the 'evolution versus revolution' argument which accepts advisers will build model portfolios for clients but then provides the ability to enhance it through an overlay.

Zenith signs ex-S&P client

BEN COLLINS  |  FRIDAY, 29 JUN 2012
... Financial Advice, a former client of S&P Funds Services. "What we have found is that there is a shift back to model portfolios in the advice industry," said Zenith national sales manager, John Nicoll. Nicoll said that model portfolios could help advisers ...

Crystal Wealth launches managed account solution

BEN COLLINS  |  WEDNESDAY, 16 MAY 2012
... aggressive) and three specialist sector models (core equity, income equity, global equity) for each portfolio. The model portfolios can comprise any combination of cash, income securities, listed shares, ETFs and managed funds. Clients can also choose ...

Perpetual launches super wrap offer

ELISE BURGESS  |  THURSDAY, 19 APR 2012
... managed funds, offered by 60 investment managers with ASX listed equities including hybrids, term deposits, and model portfolios for various risk profiles. Advisers and clients are able to draw all of their investments together around a central cash ...

Aviva DSMA stays strong after nabInvest acquisition

MELANIE TIMBRELL  |  MONDAY, 27 FEB 2012
... for separately managed accounts that gives retail investors cost-competitive access to the portfolio manager's model portfolios - Aviva Investors Core Opportunities and Aviva Investors Dividend Builder, according to S&P. The ratings agency research report ...

PIS contracts Zenith for product and research review

CLAIRE MCGREAL  |  MONDAY, 20 FEB 2012
... accounting and advisory group Ulton has also taken on Zenith to aid with ongoing development and maintenance of their model portfolios. Zenith is an independently owned investment research provider based in Melbourne.

HUB24 increases FUM by half a billion dollars

CLAIRE MCGREAL  |  FRIDAY, 17 FEB 2012
... Management will now use the HUB24 platform. "HUB24 will enable us to achieve greater efficiencies in managing our Model Portfolios and the scope of services, which we plan to extend to the IFA market," said Stephen Romic, head of DFS Portfolio Solutions. ...