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Showing 61 - 70 of 114 results for "Portfolio Solutions"

The future of advice fee structures

JAMIE WILLIAMSON  |  MONDAY, 18 JUN 2018
... advice fees, as well as benchmark both planning advice fees and portfolio performance. That is the view of DFS Portfolio Solutions, with principal Stephen Romic saying it is clear is that "bundling planning advice and product advice is the source of ...

IPS triples funds under administration

HARRISON WORLEY  |  MONDAY, 21 MAY 2018
Independent investment and SMSF platform owner Integrated Portfolio Solutions (IPS) tripled its funds under administration over the past three years as it experiences inflows courtesy of advisers and family offices. The platform provider recently passed ...

CareSuper appoints investment manager

ALEX BURKE  |  FRIDAY, 9 FEB 2018
... wholesale private, commercial and institutional clients. At SILC, Russo was executive director and head of portfolio solutions. Before that, he was managing director of Frank Russo & Associates Consulting, director of alternative investments at Russell ...

Channel Capital hires distribution director

ALEX BURKE  |  FRIDAY, 15 DEC 2017
... growth in this key part of the Australian investor landscape whilst assisting investors with their ongoing portfolio solutions in an ever changing market environment." Earlier this week, Channel Capital announced it was partnering with global fixed income ...

Netwealth and Zenith enter partnership

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
... services. Zenith joint managing partner David Wright said he has seen a "rapid rise of interest in managed account portfolio solutions" and particular demand from advisers. Netwealth joint managing director Matt Heine said: "Whilst our recent focus has ...

Vanguard appoints new head of investments

ALEX BURKE  |  MONDAY, 29 MAY 2017
... appointing a new head of investments in the process. Daniel Reyes, currently heading up Vanguard's US advised portfolio solutions team, will take on the role. He replaces Rodney Comegys, who has elected to return to the US. Reyes joined Vanguard in 2004 ...

VanEck partners to launch ETF model portfolios

ALEX BURKE  |  MONDAY, 8 MAY 2017
... Lonsec's strategic asset allocation and research expertise providing advisers with a range of relatively low cost portfolio solutions across various risk profiles." The funds included in the model portfolio series are the VanEck Vectors Australian Equal ...

Azimut partners with Colonial, launches funds

KARREN VERGARA  |  THURSDAY, 23 MAR 2017
... investment governance. It is working closely with adviser groups in Australia to assist them build more efficient portfolio solutions and might be seeking more specialised global offerings available via its parent Azimut Group. As part of its broader ...

Ironbark launches income solutions suite

ALEX BURKE  |  THURSDAY, 16 FEB 2017
... partnership is a strong endorsement of its business model. "We're seeing a strong demand for more outcomes-based portfolio solutions that can deliver regular income, lower volatility and a focus on total returns, particularly in the pre- and post-retiree ...

New white labels highlight OneVue growth

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2017
... fresh approach taken by Melbourne boutique firm Prosperum Wealth when assessing how to best deliver effective portfolio solutions to clients. "We were fortunate to tap into the expertise of specialist managed account investment solutions group, Watershed ...