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Showing 31 - 40 of 404 results for "Model portfolio"

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
A new survey shows financial advisers are increasingly relying on other advisers who are specialists in the areas of tax, aged care, and estate planning. Viridian Advisory's latest Adviser Sentiment Poll found that 72% of advisers frequently have ...

Expand bolsters SMA offerings amid $10bn milestone

MATTHEW WAI  |  WEDNESDAY, 16 OCT 2024
Expand, Insignia Financial's wrap platform, has added 11 new separately managed accounts (SMA) from Betashares and Drummond Capital Partners to its investment menu. The announcement coincides with the platform hitting $10 billion in funds under management ...

Advisers reveal hurdles preventing SMA adoption

ELIZA BAVIN  |  THURSDAY, 19 SEP 2024
State Street Global Advisors (SSGA) head of model portfolios EMEA and APAC Kathleen Gallagher revealed the main concerns financial advisers have with employing managed accounts in their business, at the 2024 Financial Standard Managed Accounts Forum. ...

BlackRock bolsters suite of SMAs

ELIZA BAVIN  |  THURSDAY, 1 AUG 2024
... "Our newly launched Active Multi-Asset Model Portfolios take a disciplined strategic asset allocation approach to model portfolio construction, drawing on the experience of our long-standing Australian multi-asset team. "By providing institutional-quality ...

SSGA expands risk-based ETF model portfolios

ELIZA BAVIN  |  WEDNESDAY, 17 JUL 2024
... investment selection is not limited by sector, asset class or product issuer," Regnat said. SSGA launched its ETF model portfolio capability in Australia in 2019. It now ranks among the top 20 most used investment managers by advisers who currently use ...

SSGA appoints local head of intermediary

KARREN VERGARA  |  TUESDAY, 16 JUL 2024
State Street Global Advisors (SSGA) has named a managing director and head of intermediary for the local business, joining from MSCI after nearly a decade. Tim Bradbury is the new leader of SSGA's intermediary distribution team and is responsible for ...

AMP Advice partners with BlackRock and Lonsec

ELIZA BAVIN  |  TUESDAY, 30 APR 2024
... multi-asset investment strategy Katie Petering said BlackRock was excited to work with AMP and Lonsec to build a new model portfolio solution to enhance how AMP and North serves advisers. "By drawing on the breadth of our global platform, Australia will ...

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... have surged 146% in five years to exceed $194.85 billion. State Street Global Advisors' vice president and ETF model portfolio strategist Sinead Schaffer said the strong adoption of managed accounts reflected their ability to support advisers' holistic ...

Global X ETFs appoints new chief executive from Goldman Sachs

ANDREW MCKEAN  |  WEDNESDAY, 21 FEB 2024
... aspects of its ETF product platform. Initially, he was brought on board to develop the firm's US fund strategist model portfolio business. Additionally, O'Conner's experience includes over a decade at State Street Global Advisors, where he ...

HUB24 unveils new offering for lower balance clients

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
HUB24's new Discover offering is aimed at early-stage wealth accumulators and later-stage retirees, providing cost-effective access to a streamlined selection of managed portfolios. The Discover offering, now available on HUB24 Invest, Super and Pension ...