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Showing 241 - 250 of 302 results for "model portfolios"

Asgard upgrades insurance for FOFA

ELISE BURGESS  |  THURSDAY, 31 MAR 2011
... with their three-year business plan, including a more aggressive strategy towards providing direct equities, model portfolios and Exchange Traded Funds (ETFs) to its platform. "What we are seeing in response to Future of Financial Advice (FOFA) reforms ...

SMSFs targeted with UMA launch

MATT WOODINGTON  |  WEDNESDAY, 30 MAR 2011
... Managed Account Service, created in conjunction with Multiport to assist with direct investing, features seven model portfolios operating under a discretionary account service and asset administration. The service offers risk based diversified models ...

AXA Aus preps for next phase of North

ELISE BURGESS  |  THURSDAY, 10 MAR 2011
... pricing, including a low-cost option for clients with simpler needs, online direct share trading and automated model portfolios and bulk trading. Additionally, the new generation platform will offer unit trusts, multi-manager funds, direct shares and ...

IAS pools $650m in managed accounts

ELISE BURGESS  |  MONDAY, 7 MAR 2011
... exceeded $650 million, with the business model's supporting some $4 billion in FUA through its clients 150 different model portfolios professionally managed by over 35 investment managers. IAS currently has 15 private label services live in the market ...

FRM attracts $25m inflows

ELISE BURGESS  |  MONDAY, 28 FEB 2011
... planners and groups about Sigma and receive very positive responses." "It is early days but we are talking about model portfolios with some of these planners," said Keary. The fund has a minimum investment of $25,000 and targets volatility between 15 ...

Macq customised portfolio mgt makes the grade

ALISON BEVEGE  |  FRIDAY, 25 FEB 2011
... more than one billion dollars under management, according to its website. It offers four Australian equity SMA model portfolios, core and income products rated by S&P, and core plus and growth products which are unrated.

Morningstar signs $35bn research deal with CFS

MICHELLE BALTAZAR  |  WEDNESDAY, 16 FEB 2011
... importantly, the researcher will also provide key services such as strategic asset allocations recommendations, model portfolios, and monitoring and input into the approved product lists (APLs). The CFS Advice Business includes financial planning groups ...

Trinity3 names SMA portfolio managers

ELISE BURGESS  |  TUESDAY, 18 JAN 2011
... newly-established platform, Trinity3, after the bank unveiled the first set of investment managers it intends to use for its model portfolios. Today the bank announced which investment managers were handpicked to underpin Trinity3's Australian Shares ...

Zenith rates seven funds highly recommended

ELISE BURGESS  |  THURSDAY, 16 DEC 2010
... recommended. Along with being added to the Zenith Recommended List, these 19 funds are also candidates for client model portfolios. The funds that achieved highly recommended status include Tyndall Australian Bond Fund, Macquarie Income Opportunities ...

Macquarie Wrap launches model portfolios

ELISE BURGESS  |  THURSDAY, 2 DEC 2010
... capabilities. The launch marks the first stage in the delivery of its next generation wrap platform, the Macquarie Wrap Model Portfolios, with each model holding up to 30 investments, which can be selected from Macquarie Wrap's managed investments, listed ...