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Showing 301 - 310 of 748 results for "Version"

Japanese bank Nomura ups ante in robo-advice

MICHELLE BALTAZAR  |  THURSDAY, 17 NOV 2016
... financial situation and goals. But unlike other robo-advice products already available in the Japanese market, Nomura's version has a couple of additional overlays: an "Investor Style Diagnostics" which gauges the investor's personality and the "investment ...

Government bond strategy added to HUB24

JAMIE WILLIAMSON  |  WEDNESDAY, 9 NOV 2016
... now available via the HUB24 platform. Added to HUB24's IDPS and Super menus, the CC JCB Active Bond Fund is the retail version of JCB's wholesale strategy. JCB said the fund's addition is timely, as the current environment has Australian investors looking ...

Legg Mason, AB funds highly recommended

MARK SMITH  |  WEDNESDAY, 12 OCT 2016
... Asset Management, has been awarded a recommended rating by Lonsec. Partnered with Channel Capital, the fund is the retail version of the team's successful wholesale strategy which was launched in 2014. The investment team behind the fund is supported ...

MDAs overhauled by new regulations

JAMIE WILLIAMSON  |  FRIDAY, 30 SEP 2016
... Toby Potter said the new guide reflected the association's submission to the consultation paper, describing the updated version of RG179 as easy to read and a "clear and pragmatic response that makes it more likely that advisers will take up MDAs because ...

Optimo launches free robo strategy platform

KERRIE SYDEE  |  WEDNESDAY, 14 SEP 2016
Optimo Financial has updated and launched the public beta version of Optimo Pathfinder Online, which for the first time will allow financial advisers to provide clients with holistic advice in minutes. Unlike other robo platforms that focus on asset ...

GPS Wealth launches advice solution

KERRIE SYDEE  |  MONDAY, 5 SEP 2016
... financial management (PFM) tool, debt recycling calculator, investment property calculator, gap analysis tool and cloud based version of GPS Wealth's statement of advice (SoA) tool. GPS Wealth general manager, practice development and coaching, Paul ...

Mercer consulting head joins Schroders

MARK SMITH  |  THURSDAY, 25 AUG 2016
... month and is tasked with growing the firm's investor base. The news coincides with the recent launch of an ASX-quoted version of the popular Schroder Real Return Fund.

Austock expands investment menu

MARK SMITH  |  THURSDAY, 18 AUG 2016
... income asset classes and a 70% allocation to growth assets classes. The Vanguard International Shares (Unhedged) Index is a version of the menu's existing Vanguard International Shares (Hedged) Index which is exposed to the fluctuations of the currencies ...

Schroders joins exchange-quoted managed fund game

MARK SMITH  |  TUESDAY, 16 AUG 2016
Schroders has joined Magellan, K2 Asset Management and AMP Capital in launching an ASX-quoted version of one of its managed funds. The Schroder Real Return Fund (Managed Fund) is based on the firm's successful Real Return CPI Plus 5% fund - which at ...

Magellan full year profits up 14%

MARK SMITH  |  THURSDAY, 11 AUG 2016
... infrastructure strategies with retail Australian investors, advisers and brokers. Helped by the launch of an ASX-quoted version of the popular Magellan Global fund as well as new relationships with AMP and BT/Westpac, the retail component of the global ...