Search Results | Showing 21 - 30 of 41 results for "Implemented Portfolios" |
| | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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