Search Results | Showing 11 - 20 of 41 results for "Implemented Portfolios" |
| | | Lonsec is expanding its market reach with the acquisition of specialist MDA provider Implemented Portfolios (IPL). The acquisition will increase the firm's offering of complementary managed account solutions to financial advisers, whether it be separately ... |
| | | | ... position," the regulator said. Throughout his career, Dortkamp has held roles with Morningstar, Fundhost, Implemented Portfolios, Ellerston Capital and Colonial First State. He is also the founder of Rivergum Investors. Dortkamp's ban comes just ... |
| | | | To meet increasing client demand for values aligned investing, Implemented Portfolios has released a new range of ESG model portfolios for advisers and investors alike. The ESG Aware Model Portfolios are a suite of investment options comprising ETFs ... |
| | | | ... implemented." Around 48 companies submitted their data to the census, including AMP, BT Panorama, HUB24, Implemented Portfolios, IOOF, Macquarie Group, Mason Stevens and Praemium. Praemium chief distribution officer Martin Morris said when managed accounts ... |
| | | | ... Perpetual's advisers in client portfolios. Its remit includes multi-asset and single asset multi-managers funds, implemented portfolios and managed fund model portfolios. The team also manages a $1 billion alternatives program which invests in unlisted ... |
| | | | ... into a team of five, which we believe is a demonstrated reflection of our company's continued progress," Implemented Portfolios chair Greg Kirk said. "What we are seeing in the industry right now, particularly within managed accounts, is an increasing ... |
| | | | Individually managed account operator Implemented Portfolios has welcomed a non-executive director to the board who recently founded an investment consulting firm. Steve Garth, principal of Principia Investment Consultants and former Dimensional Fund ... |
| | | | Implemented Portfolios (IPL) has entered into an agreement with Wealth Today to provide their financial advisers with an individually managed account (IMA) offering. The managed account provider was added to the Wealth Today approved product list and ... |
| | | | ... Holdings head of research and retirement income Matthew Olsen; Rainmaker managing director Chris Page; Implemented Portfolios chief investment officer Jonathan Reilly; Asset Builder Financial Services executive director Christian Schween; Crestone Wealth ... |
| | | | ... creating a bespoke solution for a Perth financial planning business. Lawrence Wealth has inked a deal with Implemented Portfolios to white label its individually managed account offering - the second deal of its type for the managed account provider. ... |
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