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Showing 271 - 280 of 404 results for "Model portfolio"

Praemium to host 5 more BetaShares ETFs

ALEX DUNNIN  |  WEDNESDAY, 16 OCT 2013
The Praemium SMA platform has agreed to include five more BetaShares exchange traded funds that focus on domestic equities strategies, currencies and commodities. The new inclusions take to 10 the number of BetaShares ETFs the Praemium SMA will host. ...

netweath platform to host SSgA Retirement Solution funds

JAMES FERNYHOUGH  |  MONDAY, 14 OCT 2013
State Street Global Advisors' (SSgA) Retirement Lifestyle Solution funds will soon be available on the netwealth investment platform. SSGA said the netwealth launch is the first step in making the strategies available to financial advisers and direct ...

Wealth Within targets SMSFs with new platform

ALICE URIBE  |  WEDNESDAY, 2 OCT 2013
Financial services firm Wealth Within has inked deals with a number of big-name dealer groups and is looking to target accountants as it goes to market with its first platform offering. Wealth Within executive director Lea Zerbes said that a number ...

Praemium adds Easton AM to SMA platform

LAURA MILLAN  |  THURSDAY, 12 SEP 2013
... Easton Asset Management Global Tactical Model on its separately managed account (SMA) platform. The Global Tactical model portfolio uses global tactical asset allocation and Australian Securities Exchange (ASX) listed exchange-traded funds (ETF) with ...

AUI launches non-aligned platform

LAURA MILLAN  |  THURSDAY, 22 AUG 2013
... consolidated reporting, tax management and online content management. The platform will provide managed fund, wrap and model portfolio capabilities as well as separate platforms for superannuation, non-superannuation and corporate superannuation. Platform ...

Mason Stevens opens top Magellan fund to managed accounts

MARK SMITH  |  WEDNESDAY, 21 AUG 2013
Mason Stevens has launched the Magellan Global Equity Model Portfolio as a managed account. The portfolio is sub-advised by the Magellan investment team and mirrors the successful Magellan Global Fund, which has returned 39% to investors over the 12 ...

OneVue strenghtens platform offering

LAURA MILLAN  |  WEDNESDAY, 17 JUL 2013
OneVue has added two new investment options to its Unified Managed Account platform as part of its strategy to ensure greater compliance with the Future of Financial Advice (FoFA) reforms. The platform will offer two separate investment package options ...

BT launches adviser website and app

JAMES FERNYHOUGH  |  MONDAY, 17 JUN 2013
BT Financial Group (BTFG) has launched a new website, BT Adviser Services (BTAS), bringing its entire practice management offer into one place. BTAS gives access to technical information and advice in areas such as superannuation, social security, retirement ...

Lonsec and Milliman partner for post-retirement research

MARK SMITH  |  TUESDAY, 11 JUN 2013
Investment research house Lonsec and global actuarial and consulting firm Milliman have launched an initiative to focus on the changing retirement income landscape in Australia. Lonsec head of investment consulting Lukasz de Pourbaix said the investment ...

CFS upgrades FirstChoice and FirstWrap platforms

MARK SMITH  |  TUESDAY, 7 MAY 2013
... administration support. Improvements to FirstChoice will see it combine a new Record of Advice (RoA) tool with model portfolio implementation. These latest upgrades will be combined with a new corporate actions capability, the announcement of which Financial ...