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

Search Results

Showing 231 - 240 of 404 results for "Model portfolio"

BTIS makes two senior hires

MARK SMITH  |  TUESDAY, 2 JUN 2015
... umbrella group comprising BT Financial Group boutiques Advance Asset Management, Westpac Online Investing and model portfolio builder eQR.

Lonsec awards mFund mandate to UBS

STAFF WRITER  |  MONDAY, 1 JUN 2015
Lonsec has awarded UBS Australia the mandate to clear and settle all domestic equities and mFund transactions for its stockbroking arm. The decision to transfer the mandate to UBS was driven by Lonsec's desire to partner with a clearing services provider ...

XTB launch opens corporate bonds to retail

DARREN SNYDER  |  THURSDAY, 14 MAY 2015
The Australian Corporate Bond Company (ACBC) has launched 17 exchange traded bond units (XTBs) that will provide investors with exposure to returns from individual corporate bonds issued by the top 50 ASX listed companies. The investment opportunity ...

Perpetual Private hires two analysts

MARK SMITH  |  MONDAY, 4 MAY 2015
Perpetual Private has bolstered its investment research team with the appointed two new analysts. David Blunt and Deana Leong have joined the high net worth advice firm's 11 person research team, which covers capital markets research, asset allocation ...

Brightstone to provide model portfolios with NetActuary

ALEX BURKE  |  TUESDAY, 31 MAR 2015
Advisory and research firm Brightstone Capital Advisors has partnered with actuarial group NetActuary to create model portfolios for retirees. In addition to the portfolios, the partnership will create "analytical tools and strategies" delivered through ...

FIIG launches Amazon-inspired bond platform

MARK SMITH  |  MONDAY, 30 MAR 2015
Fixed income broker FIIG Securities has launched an online ordering system for corporate bonds which simplifies buying and selling bonds in the over-the-counter market. Clients and financial advisers can use the system to browse a range of bonds, access ...

ASX: The people's platform

STAFF WRITER  |  WEDNESDAY, 25 MAR 2015
The ASX's drive into wealth management has been so successful it is now in effect Australia's seventh largest wealth management platform. Research by Rainmaker released earlier this year revealed that the combined funds under administration (FUA) in ...

New online bond researcher launches

ALEX BURKE  |  MONDAY, 9 FEB 2015
Fixed income researcher BondAdviser was launched today through an online portal. Created with the goal of making the bond market more approachable to investors, BondAdviser monitors all ASX-listed interest rate securities and a "large range" of over-the-counter ...

Bellmont to offer SMAs through Hub24

ALEX BURKE  |  TUESDAY, 27 JAN 2015
Boutique portfolio manager Bellmont Securities will offer two separately managed account (SMA) model portfolios through the Hub24 platform. Bellmont's Core Equities and Buy-Write portfolios were previously available through Linear, but Bellmont director ...

Perpetual reveals institutional, platform mandates

LAURA MILLAN  |  THURSDAY, 22 JAN 2015
Perpetual's funds management business saw positive net inflows during the December quarter, with a number of its strategies receiving mandates from platforms and an institutional client. Perpetual did not reveal the names of the organisations that it ...