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Showing 241 - 250 of 404 results for "Model portfolio"

Advisers closely watching mFund

LAURA MILLAN  |  WEDNESDAY, 21 JAN 2015
Most financial advisers are keeping a close eye on mFund and waiting for the selection of funds to be broader before starting to use it. "We are still watching it, I think it is not at a point where it has reached its critical mass," Visis Private Wealth ...

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
... Praemium, Frontier and Hub24. While traditional brand name recognised fund managers account for 59% of managed account model portfolio options (known as separately managed accounts or SMAs), 25% of these options are operated by financial advice licensees ...

BTFG restructures investment business

MARK SMITH  |  WEDNESDAY, 10 DEC 2014
... division will be known, ties together Advance Asset Management, Westpac Online Investing and BT's own in-house advice model portfolio construction team - eQR. The company's boutique investment business Ascalon will continue to operate alongside BT Investment ...

BT offers wholesale funds to retail platform clients

MARK SMITH  |  TUESDAY, 11 NOV 2014
BT Financial Group has made a new series of over 30 of its wholesale funds available only to retail investors on the company's platforms. The Wholesale Plus Funds series includes some of the best-rated and most popular wholesale funds in all the major ...

Van Eyk goes into liquidation

LAURA MILLAN  |  TUESDAY, 21 OCT 2014
Van Eyk creditors have voted to put the business into liquidation following a recommendation from administrator Moore Stephens, which has just signed term sheets for the sale of the van Eyk Australia and New Zealand businesses. A Moore Stephens spokesperson ...

Lonsec confirms interest in van Eyk's iRate

LAURA MILLAN  |  MONDAY, 20 OCT 2014
Lonsec Fiscal is "extremely interested" in acquiring van Eyk Research's core research and portfolio construction solution, iRate. "Lonsec Fiscal is extremely interested in acquiring the iRate technology and its clients," a Lonsec spokesperson told Financial ...

HUB24 hits $1bn milestone amid rapid growth

LAURA MILLAN  |  THURSDAY, 4 SEP 2014
HUB24 has confirmed that funds under administration (FUA) on its investment and superannuation platform have just exceeded the $1 billion milestone. The platform's FUA were up from $384 million on June 30, 2013, to $991 million on August 28, 2014, a ...

Movers and shakers

Surprise exit for van Eyk asset consulting team Van Eyk's three person asset consultant team has left the company, the company has confirmed. Head of asset consulting Jonathan Ramsay and asset consultants Fil Andronaco and Jonathan Tolub resigned their ...

Surprise exit for van Eyk asset consulting team

MARK SMITH  |  WEDNESDAY, 20 AUG 2014
Van Eyk's three person asset consultant team has left the company, the company has confirmed. Head of asset consulting Jonathan Ramsay and asset consultants Fil Andronaco and Jonathan Tolub resigned their posts but van Eyk declined to explain the circumstances. ...

SMA operators to become a sector in their own right

LAURA MILLAN  |  WEDNESDAY, 13 AUG 2014
... committed to SMAs," he said. Lonsec found that operators are not all alike in the ways in which they communicate with model portfolio managers; nor are they alike in how they communicate with advisers and investors. The research house reviewed investment ...