Search Results | Showing 301 - 310 of 404 results for "Model portfolio" |
| | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | 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 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 ... |
| | | | ... 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 ... |
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