Search Results | Showing 241 - 250 of 302 results for "model portfolios" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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. |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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