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

Search Results

Showing 21 - 30 of 41 results for "Implemented Portfolios"

Implemented Portfolios hires for national expansion

JAMIE WILLIAMSON  |  MONDAY, 4 SEP 2017
... is growing, appointing an assistant portfolio manager and establishing a presence in Western Australia. Implemented Portfolios has recruited Mason Stevens SMA manager Emery Wong to the role of assistant portfolio manager. Prior to Mason Stevens, Wong ...

Implemented Portfolios launches bespoke IMA offering

JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2017
Implemented Portfolios created a white label individually managed account solution for clients of a $350 million Hobart-based financial planning firm. The managed accounts provider has designed a bespoke solution for integrated accounting and self-licensed ...

How advisers are managing US election concerns

MICHELLE BALTAZAR  |  THURSDAY, 10 NOV 2016
... clients, Treysta produces a weekly video update. "We've spoken to the chief investment officer (CIO) of Implemented Portfolios (which looks after Treysta's managed accounts) to gather his initial thoughts on the issue and we will relay that to our clients ...

MDAs overhauled by new regulations

JAMIE WILLIAMSON  |  FRIDAY, 30 SEP 2016
... models in regards to how, and if, they continue to provide advice around managed accounts. Seccombe said Implemented Portfolios expects to see a growing number of advisers strengthening their internal investment, governance and compliance competencies ...

Experts give insights at 2016 Managed Accounts Forum

JAMIE WILLIAMSON  |  SUNDAY, 11 SEP 2016
... Watershed's Adrian Rowley on the role managed accounts play in navigating volatile markets, Santi Burridge from Implemented Portfolios on using managed accounts to build a sustainable advice business, and further panel discussions involving the likes ...

Advisers need to control the finance food chain

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2016
The food chain of financial advice has long been the wrong way around and needs to change, says Implemented Portfolios' co-founder and chief executive of strategic development Santi Burridge. Speaking at the recent Financial Standard Managed Accounts ...

Implemented Portfolios launches branded IMA

KERRIE SYDEE  |  WEDNESDAY, 10 AUG 2016
Leading managed account specialist, Implemented Portfolios has launched a branded individually managed account (IMA) service. The IMA solution allows Australian financial advisers and licensees to white-label the Implemented Portfolios IMA technology ...

netwealth to grow IFA base, eyes app-savvy investors

MICHELLE BALTAZAR  |  FRIDAY, 6 MAY 2016
... in-house, the group taps on the specialists, including suitebox, omnium, ei, Midwinter, Class Super and implemented portfolios. As for the rise of robo-advice, Matt believes the hybrid model (financial advisers working with robo-advice services) has ...

ClearView launches first SMA service

LAURA MILLAN  |  THURSDAY, 5 NOV 2015
... investments. Advisers, non-superannuation clients and SMSF accounts will be able to access the same range of implemented portfolios available through the firm's Investment Portfolio Service (IPS). Both the SMA and IPS model options are managed by ClearView's ...

Executive appointment round-up

STAFF WRITER  |  FRIDAY, 11 SEP 2015
... Jonathan Baird and BlackRock's David Redford-Bell have been appointed at UBS Global Asset Management. - Implemented Portfolios appoints former Genesys chief A - Former AMP managing director of financial planning Greg Kirk has been appointed executive ...