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Showing 241 - 250 of 309 results for "model portfolios"

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 ...

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 ...