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Showing 301 - 310 of 404 results for "Model portfolio"

Securitor advisers gain new access

ELISE BURGESS  |  TUESDAY, 21 FEB 2012
... its adviser network. The new website will include a range of features such as podcasts, approved product lists, model portfolio information and reporting and equity research through eQR Securities. eQR Securities is a Securitor service that combines ...

PIS contracts Zenith for product and research review

CLAIRE MCGREAL  |  MONDAY, 20 FEB 2012
Professional Investment Services has signed up Zenith Investment Partners to carry out an annual review of its approved product list and internal research process. Zenith will also take part in Professional Investment Services (PIS) investment committee ...

HUB24 increases FUM by half a billion dollars

CLAIRE MCGREAL  |  FRIDAY, 17 FEB 2012
... Pettiona also said its planning major enhancements to the HUB24 platform from May which include more flexible model portfolio and direct equity trading capabilities, an enhanced user interface, direct fixed interest capability and Exchange Traded Options ...

Bendigo and Adelaide team up with Australia's first RI platform

RACHEL DAVIS  |  TUESDAY, 6 DEC 2011
Australia's first Responsible Investment platform, The Emerald Wrap, which launches in March 2012 is partnering with Bendigo and Adelaide Bank as the wrap's default cash account provider. The Emerald Investment, Super and Pension Wrap will offer a wide ...

Beulah seizes post-FOFA opportunity

ELISE BURGESS  |  WEDNESDAY, 14 SEP 2011
... Services (IAS) using an in-house management approach and providing transparent portfolios to clients. The new model portfolio will focus on takeover activity on the ASX. "This business model is within the reach of any independent planning firm," said ...

SMA managers raise standards

MATT WOODINGTON  |  MONDAY, 29 AUG 2011
The performance of separately managed account funds on platforms is rising steadily, according to Standard & Poor's Fund services, which upgraded one manager and downgraded another in its recent sector review. S&P upgraded the Dalton Nicol Reid Australian ...

Zenith secures two advice firms

ELISE BURGESS  |  MONDAY, 22 AUG 2011
... Loans and Australian Central and has over 30 advisers who will now receive Zenith's approved product list and model portfolio advice services. "The value of good portfolio construction is particularly important during volatile equity markets as we are ...

Hillross acquires $2.2 billion planning group

MATT WOODINGTON  |  WEDNESDAY, 13 JUL 2011
AMP affiliated planning group Hillross Financial Services has agreed to acquire IRIS Financial Group, winning a competitive process that attracted eight first round offers and saw four parties conduct due diligence. Hillross will provide licensee services ...

Hillross social media growth plans

ELISE BURGESS  |  THURSDAY, 7 JUL 2011
Hillross Financial Services plans to build its adviser numbers through acquisitions, start ups and on boarding, adding double digit growth to its 115 firms with social media also to play a big role in promoting the planning brand. Hugh Humphrey, managing ...

Zenith targets dealer groups with investment solutions

MATT WOODINGTON  |  TUESDAY, 28 JUN 2011
... from clients, it has opted to provide it as an ongoing solution. "We want to build a name for ourselves in the model portfolio area so we're devoting resources to that and adding value to clients in terms of asset allocation," said Davis. "Our clients ...