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Showing 281 - 290 of 404 results for "Model portfolio"

Count eyes accounting firms

LAURA MILLAN  |  TUESDAY, 30 APR 2013
Count Financial (Count) sees great opportunity for accountants to provide financial advice, and is training 11 accounting firms to become autorised representatives of Count. On July 1, 2013, accountants will be able to provide advice under new conditional ...

OneVue adds Perpetual first SMA to platform

LAURA MILLAN  |  FRIDAY, 19 APR 2013
... managed account (UMA) platform. Perpetual has launched its first SMA in response to increasing adviser demand for model portfolio solutions. Retail investors will now have access to the Perpetual model portfolio as well as to customised share portfolios ...

SelfWealth announces tie up with iShares

MARK SMITH  |  THURSDAY, 18 APR 2013
SelfWealth has partnered with BlackRock's exchange traded fund (ETF) giant iShares to allow self-directed investors to view and follow professional fund manager portfolios via its platform. The tie-up opens the door for SelfWealth clients to buy model ...

ETFs boom on SMA model portfolios

MARK SMITH  |  WEDNESDAY, 10 APR 2013
Exchange-traded fund (ETF) holdings on OneVue's unified managed account (UMA) platform have tripled in the last nine months, new data shows, and migration to model portfolios highlights greater investor sophistication. The spike on OneVue's platform ...

MDA guidance review will bring coherence and consistency

LAURA MILLAN  |  THURSDAY, 28 MAR 2013
Advisers and fund managers welcome the Australian Securities and Investments Commission (ASIC) review of Managed Discretionary Accounts (MDA) guidance as it will bring coherence and consistency to an under-regulated sector. "The review is a good thing ...

Model portfolios vulnerable to avoidable risks

MARK SMITH  |  TUESDAY, 19 MAR 2013
... hidden risks, according to a study by van Eyk's Portfolio X-Rays initiative. The consulting service examines a model portfolio to see whether the investment outlook, risk tolerance and the model's objectives are accurately reflected in how it is constructed. ...

AvSuper appoints Perpetual for a $75m equities mandate

LAURA MILLAN  |  TUESDAY, 26 FEB 2013
AvSuper has appointed Perpetual Investments for a $75 million Australian equities mandate. This is the first appointment that the Canberra-based superannuation fund has done in the last year and it is also the first time that it does business with Perpetual. ...

Planners praised for guiding investors into fixed income

MARK SMITH  |  TUESDAY, 22 JAN 2013
The wall of cash built up in the wake of the GFC is showing signs of crumbling as fixed income see dramatic inflows off the back of changing fundamentals and the hard work of financial planners, according to PIMCO and Equity Trustees (EQT). EQT head ...

van Eyk launches new asset allocation tool

MARK SMITH  |  TUESDAY, 13 NOV 2012
Investment research house van Eyk has launched a new tactical asset allocation tool for advisers. The new tool forms part of the release of version 4.0 of iRate, the online portal which gives van Eyk's clients access its fund manager and shares research ...

Financial Simplicity boosts managed accounts offering

LINDA HAUSKEN  |  FRIDAY, 21 SEP 2012
Financial Simplicity has upgraded its managed accounts offering to include a personalised multi-tax wrapper rebalancing to model portfolios for its wealth management clients. This new functionality has been added to enable wealth managers to calculate ...