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Showing 41 - 50 of 886 results for %22Custom Portfolio%22

HUB24 unveils new data feeds

CHLOE WALKER  |  WEDNESDAY, 2 AUG 2023
... or wine," Apps said. Once an adviser adds other investments to the HUB24 platform, they are integrated across HUB24's Portfolio Dashboard, InvestorHUB and HUB24 Present, a reporting capability co-created with advisers that enables them to customise presentations ...

Raiz increases portfolio fees

KARREN VERGARA  |  TUESDAY, 1 AUG 2023
... charge users $4.50 per month instead of $3.50, a 29% fee increase. The account fee stays the same at 0.275% per year. The Custom Portfolios, which has rebranded to Raiz Plus, sees the monthly maintenance fee go up from $4.50 to $5.50 for account balances ...

CommSec launches global share trading platform

JAMIE WILLIAMSON  |  MONDAY, 31 JUL 2023
CommSec is rolling out a new international share trading platform, offering access to 13 equities markets for as little as US$5 brokerage. The new service will initially be made available on the CommSec website, to be made available via the app in time. ...

Colonial First State chalks up strong super returns

ANDREW MCKEAN  |  THURSDAY, 20 JUL 2023
... asset managers in the world with around US$9.5 trillion in assets under management, BlackRock's scale, its leading portfolio management capability and its access to market leading investment strategies - including third-party managers - has provided ...

Commonwealth Bank backs Wollemi Capital

CHLOE WALKER  |  MONDAY, 10 JUL 2023
... bridging emerging climate technologies to corporate and customer demand. "The strategic alliance with CBA will allow our portfolio companies, helped by our team of climate investment experts, to connect much more effectively to growing corporate demand ...

Asset managers dismiss liquidity risks: FCA

KARREN VERGARA  |  FRIDAY, 7 JUL 2023
... testing, a wide variety of methods are in use. Some methodologies were insufficient to assess actual liquidity of the portfolio, using assumptions that were not appropriately conservative, the FCA said. FCA director of wholesale buy-side Camille Blackburn ...

Global X launches commodities ETF

CHLOE WALKER  |  WEDNESDAY, 5 JUL 2023
... inflation; their prices tend to rise when inflation is rising. "For this reason, commodities can add protective benefits to a portfolio as inflation continues to prove persistent." Hannon added BCOM packages all commodities into one fund while capturing ...

The boomer boom is over: AUSIEX

CHLOE WALKER  |  TUESDAY, 27 JUN 2023
As Baby Boomers exit the workforce, all wealth industry participants need to rise to the challenges and opportunities presented by the great intergenerational wealth transfer, AUSIEX chief executive Patrick Salis says. According to AUSIEX's latest research ...

ISPT targets success with revamped leadership

JAMIE WILLIAMSON  |  THURSDAY, 22 JUN 2023
... shareholders. William Walker is ISPT's new chief investment and development officer, "who will unlock value within the existing portfolio as well as drive a proactive approach to new opportunities." He is responsible for identifying and acquiring investment ...

Geoff Lloyd to chair Stake

ANDREW MCKEAN  |  MONDAY, 5 JUN 2023
... platform has reached $2 billion in assets under administration and brought in over $480 million in total inflows through portfolio transfers. According to an Investment Trends report, Stake is also the largest Australian broker for US shares. Lloyd is ...