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Showing 11 - 20 of 309 results for "model portfolios"

Janus Henderson to acquire Richard Bernstein Advisors

ELIZA BAVIN  |  TUESDAY, 27 JAN 2026
... strategist at Merrill Lynch. Janus Henderson said the acquisition will substantially enhance its position in model portfolios and separately managed accounts (SMAs). At the completion of the transaction, Janus Henderson will rank among the top 10 model ...

Insignia Financial posts strong quarter

MATTHEW WAI  |  THURSDAY, 23 OCT 2025
... including term deposits and exchange traded funds, complementing the existing suite of MLC managed funds and SMA model portfolios. "We are also pleased with the interest in MLC Retirement Boost following its launch on the MLC Expand platform in August." ...

Vanguard partners to launch core-satellite portfolios for advisers

MATTHEW WAI  |  THURSDAY, 16 OCT 2025
... investment management experience through a new core-satellite model portfolio offering. The Vanguard Core-Satellite Model Portfolios are available to advisers as separately managed accounts (SMAs) and encompass five multi-asset portfolio options ranging ...

Powerwrap drags Praemium performance, SMAs shine

KARREN VERGARA  |  MONDAY, 25 AUG 2025
... transfers relate to superannuation funds which are dependent on receiving third-party consents. "With over 350 model portfolios, our SMA remains a cornerstone of our proposition, delivering 14% growth to $12.9bn in FUA this year," Praemium chief executive ...

MLC adds term deposits, ETFs to Expand

MATTHEW WAI  |  FRIDAY, 8 AUG 2025
... The Essential+ menu complements the existing suite of MLC managed funds and separately managed accounts (SMAs) model portfolios already available on Expand Essential, offering greater flexibility and choice. It also makes MLC Expand the only provider ...

Janus Henderson finalises strategic partnership with life insurer

MATTHEW WAI  |  THURSDAY, 3 JUL 2025
... of accelerating growth and driving value creation. Both will also co-develop proprietary, multi-asset solution model portfolios for Guardian's dually registered broker-dealer and registered investment advisor Park Avenue Securities. Commenting, Janus ...

AMP North launches model portfolio solution with BlackRock, Lonsec

ANDREW MCKEAN  |  MONDAY, 30 JUN 2025
... introduced its "market first" 'Blend' capability today, which enables advice practices to customise assets within model portfolios. The latest model portfolios use BlackRock's multi-asset investment expertise as well as its global model portfolio technology ...

Desktop Broker to deliver direct indexing via partnership

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
... partnered with direct indexing platform Briefcase to deliver direct indexing capabilities and institutional-grade ETF model portfolios to financial advisers and wholesale investors. With direct indexing, investors have direct ownership of their assets ...

QIC hires institutional sales director

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
... Schroders as an analyst from Insignia Financial, where she spent seven years developing an approved product list and model portfolios for advisors. In the role, she was tasked with conducting due diligence on a broad range of managed funds to identify ...

Janus Henderson to take on $75bn fixed income portfolio

ELIZA BAVIN  |  WEDNESDAY, 9 APR 2025
... and driving value creation. Guardian and Janus Henderson will also co-develop proprietary, multi-asset solution model portfolios for Guardian's dually registered broker-dealer and registered investment advisor, Park Avenue Securities (PAS), which has ...