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Showing 231 - 240 of 302 results for "model portfolios"

Bendigo and Adelaide team up with Australia's first RI platform

RACHEL DAVIS  |  TUESDAY, 6 DEC 2011
... menu and other platform features," said Medcalf. The new platform will provide access to managed funds and SMA model portfolios that have been certified by industry association, the Responsible Investment Association of Australasia. Every account opened ...

Beulah seizes post-FOFA opportunity

ELISE BURGESS  |  WEDNESDAY, 14 SEP 2011
... multi-diversified asset class options for clients, we invest directly and have other adviser groups using our model portfolios which we managed on behalf of their clients." Beulah currently offers a managed account service with Investment Administration ...

SMA managers raise standards

MATT WOODINGTON  |  MONDAY, 29 AUG 2011
... ten separately managed account (SMA) fund managers were unaffected, while S&P noted that the management of the model portfolios has improved on the whole, as managers have adjusted their processes. The SMA sector continues to grow in terms of funds inflow ...

Hillross acquires $2.2 billion planning group

MATT WOODINGTON  |  WEDNESDAY, 13 JUL 2011
... Hillross currently has 115 practices and will be introducing the AXA North platform this year through direct share model portfolios.

Hillross social media growth plans

ELISE BURGESS  |  THURSDAY, 7 JUL 2011
... to the Hillross brand. Hillross will also be introducing the AXA North platform this year through direct share model portfolios. Additionally, this year the group plans to introduce a number of new schemes to expand and improve the business, including ...

RI Advice add managers

ELISE BURGESS  |  TUESDAY, 7 JUN 2011
... capability and the transition to an implemented portfolio construction service in addition to maintaining current model portfolios. "Jason has strong experience in fund manager research and asset consultancy which made him an ideal fit for our business," ...

Innovative platforms create $397 bn industry

ELISE BURGESS  |  FRIDAY, 6 MAY 2011
... to address new planner needs arising from the FoFA reforms." Trends noted in the report include sophisticated model portfolios that can be linked to clients in bulk, the introduction of investment models such as Separately Managed Accounts (SMAs) and ...

Planners upscale with managed accounts

MICHELLE BALTAZAR  |  THURSDAY, 5 MAY 2011
... presenting advice to his clients. It also allows him to access 'wholesale' investments at 'retail' costs and to tailor model portfolios directly to his client's circumstances. To date, around 60 per cent of the firm's funds under advice are already run ...

BlackRock provides advisers with super SMA

MATT WOODINGTON  |  TUESDAY, 19 APR 2011
... UBS. BNP Paribas Australian Hybrid and Fixed Income offerings and Lonsec Balanced, Growth and High Growth Direct model portfolios have also been added while more will follow in due course. The Trust Company is the trustee of the Super SMA Superannuation ...

North opens Bluedoor to bright future

ALISON BEVEGE  |  TUESDAY, 5 APR 2011
... access to straight-through processing of term deposits and will enable them to automatically rebalance their model portfolios by executing all the trades. About 2600 financial advisers will be using the technology through the North platform, offered ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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