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Showing 311 - 320 of 405 results for "Model portfolio"

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 ...

RI Advice add managers

ELISE BURGESS  |  TUESDAY, 7 JUN 2011
ANZ Wealth's RI Advice Group has added two new national managers as the advice firm prepares for industry regulation changes. Former CPG manager of research, Jason Coggins, has accepted the role of RI's national manager of investment research and will ...

Asgard upgrades eWrap

... time. The enhancements include simplified share and managed funds trading, significant enhancements to template (model portfolio) functionality and online corporate actions for eWRAP super and pension accounts. Head of Asgard, Craig Lawrenson, said they ...

Innovative platforms create $397 bn industry

ELISE BURGESS  |  FRIDAY, 6 MAY 2011
... for integrated functionality. Investment Trends said the platforms were awarded the highest position due to its model portfolio functionality, end-to-end self managed superannuation administration service, new n-link interface, range of adviser service ...

Planners upscale with managed accounts

MICHELLE BALTAZAR  |  THURSDAY, 5 MAY 2011
Today's breed of managed accounts can give financial advisers the scale they need to grow their business despite mounting regulatory hurdles, experts said at the Financial Standard Managed Accounts forum. James Mirams, financial adviser and director ...

BlackRock provides advisers with super SMA

MATT WOODINGTON  |  TUESDAY, 19 APR 2011
BlackRock Investment Management targets retail superannuation clients with a separately managed account (SMA) product that offers SMSF like features to investors. The investment manager is anticipating flows of around $100 million into the super SMA ...

Three stars for Glennon small cap fund

ALISON BEVEGE  |  TUESDAY, 12 APR 2011
... because of experienced management. The boutique firm says on its website that its Australian small cap equities model portfolio will aim to hold from 30 to 50 positions with a central core of 20 stocks. Rodney Lay, director for funds services at Standard ...

North opens Bluedoor to bright future

ALISON BEVEGE  |  TUESDAY, 5 APR 2011
Thousands of financial advisers will have access to direct equity trading through the North platform after upgrades to its Bluedoor software engine go live on Monday. The new Bluedoor upgrade was described by its developers yesterday as doing for the ...

Asgard upgrades insurance for FOFA

ELISE BURGESS  |  THURSDAY, 31 MAR 2011
Platform provider Asgard adds new features to its Asgard Personal Protection Package (APPP) which will help advisers in their risk-related business. APPP now provides online application and tracking tools and a Mortgage Acceptance Cover feature. "We're ...

SMSFs targeted with UMA launch

MATT WOODINGTON  |  WEDNESDAY, 30 MAR 2011
Boutique financial advisory firm, Partners Group, launches unified managed account solution aimed at high net worth clients and SMSFs. The Adviser Portfolio Solutions Managed Account Service, created in conjunction with Multiport to assist with direct ...