Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 341 - 350 of 404 results for "Model portfolio"

Asgard makes tax time easier for planners

COMPANY RELEASE  |  TUESDAY, 6 JUL 2010
... equities program incorporating a new custodial shares solution, ability to manage corporate actions online and model portfolio tools. "In addition, we are introducing improved functionality to enable customers to transfer between Asgard's Elements, Master ...

BT Wrap signs five-year deal with DKN

PRESS RELEASE  |  FRIDAY, 2 JUL 2010
... development. "We are well into our three year program to build a market leading equities solution with our comprehensive model portfolio tools launching later this year." "We also have projects underway to build a fully integrated Cash Management Account ...

AMP adds DNR portfolio

COMPANY RELEASE  |  TUESDAY, 15 JUN 2010
Dalton Nicol Reid's Australian Equities High Conviction portfolio has been added to the model portfolios on AMP's Personalised Portfolio Service. Dalton Nicol Reid's High Conviction portfolio, which is style neutral and holds between 15 and 25 Australian-listed ...

Purvis attracts SMA mandate with new venture

MICHAEL HOBBS  |  THURSDAY, 13 MAY 2010
James Purvis, founder of one of the biggest financial planning research groups in Australia, has opened an implemented portfolio business that's attracting mandates from the managed account market. He founded Purvis, van Eyk and Company in 1989, now ...

Amundi fixed interest team walks

S&P RELEASE  |  MONDAY, 19 APR 2010
... The ratings firm said those senior executives represent the 'architect committee' responsible for constructing a model portfolio on which this fund is based. "The departing members were fundamental to the fund's portfolio positioning," said Anthony Karaminas ...

Asgard spends big on platform upgrades

MICHAEL HOBBS  |  FRIDAY, 26 MAR 2010
... different cash levels and also allow advisers to turn off the automatic investment option. The firm is introducing model portfolio services to the platform and implementing separately managed account (SMA) or individually managed account (IMA) capabilities. ...

Multiport upgrades UMA service

COMPANY RELEASE  |  WEDNESDAY, 3 MAR 2010
Multiport has improved its unified managed account offer by upgrading its model portfolio management system - allowing SMSFs to use model portfolios alongside their direct investments on the same Multiport service. The move allows dealer groups to operate ...

In Kerr Neilson we trust

MICHAEL HOBBS  |  THURSDAY, 11 FEB 2010
Financial planners are three times more likely to favour Platinum Asset Management over other international equities fund managers, new research found. An Investment Trends survey of 648 financial planners found 56 per cent of planners listed Platinum ...

The audacity of Mark Bouris and Ray Miles

MICHELLE BALTAZAR  |  THURSDAY, 28 JAN 2010
Platform and admin providers have less than three weeks to map out a bid that could secure them a landmark contract from a new planning syndicate led by Wizard founder Mark Bouris and ex-Genesys head Ray Miles - but details of the bid suggest any deal ...

Sentry selects van Eyk

COMPANY RELEASE  |  MONDAY, 18 JAN 2010
... financial advisers, access to iRate, van Eyk's investment research portal, as well as investment consulting advice for model portfolio creation. Each individual financial planning practice firm in the Sentry Group gets access to irate. It includes fund ...