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Showing 61 - 70 of 309 results for "model portfolios"

Advice firm acquires investment consultant

KARREN VERGARA  |  MONDAY, 26 JUL 2021
... skills and knowledge Atchison Consultants bring to the table in our own business, such as building and maintaining model portfolios, APLs, asset allocation, governance and tactical expertise to improve client outcomes," Meredith said. Nemtsas said the ...

WealthO2 launches top manager MDA

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... said. BlackRock Australia's head of model portfolio solutions Josh Persky added: "The addition of BlackRock Model Portfolios available on the WealthO2 platform is a welcome development." "It enables advisers to use BlackRock's models through ...

The other side of the ETP growth story

ELIZABETH MCARTHUR  |  WEDNESDAY, 5 MAY 2021
... 2020. According to Yates, fee pressure explains much of the growth, and since ETPs are generally included in model portfolios for managed accounts the growth stories between the two align. He showed an example of two comparable risk-adjusted model portfolios ...

Evergreen launches stress testing tool

ELIZA BAVIN  |  MONDAY, 8 FEB 2021
... tool in the first instance, as we can use it to test where we think Portfolio positioning is in terms of our model portfolios, and what market impacts we could expect on the portfolios in stress environments," Cohen said. "These will also play a role ...

Lonsec increases allocation to Talaria

ELIZABETH MCARTHUR  |  MONDAY, 21 DEC 2020
... increased its investment in the Talaria Global Equity Fund. The new allocation will impact Lonsec's retirement model portfolios. The allocations are across their conservative, balanced and growth portfolios. "The Lonsec retirement portfolios have up ...

Lifespan adds MDAs to BT Panorama

KANIKA SOOD  |  TUESDAY, 22 SEP 2020
Lifespan Financial Planning has launched 30 managed discretionary account model portfolios on BT Panorama. The portfolios will be available to Lifespan's advisers who use BT Panorama. Lifespan has over 250 advisers, the company said. The offering includes ...

OpenInvest names chair

ANNABELLE DICKSON  |  THURSDAY, 10 SEP 2020
... RACV executive Susan Allen. The appointment comes as OpenInvest added BlackRock's iShares Enhanced Strategic Model Portfolios to its investor online marketplace. BlackRock's head of Australasia Andrew Landman said the model portfolios are designed to ...

New research head at Centrepoint Alliance

KANIKA SOOD  |  TUESDAY, 8 SEP 2020
... analyst and working up to portfolio manager with responsibility for investment strategy and asset allocation across model portfolios managed accounts, managed funds and equities. "Daniel has a great passion for portfolio construction, contributing to ...

Morgan Stanley duo establishes advice boutique

KANIKA SOOD  |  THURSDAY, 20 AUG 2020
... for platform administration and reporting services. Powerwrap will also provide access to traditional assets, model portfolios and alternative assets. "Both Tim and I are passionate about helping our clients achieve their investment goals. Our views ...

Model portfolio growth up 70%

ELIZA BAVIN  |  MONDAY, 6 JUL 2020
... per annum, according to Rainmaker Information. Rainmaker research found over the last four years, the number of model portfolios on offer has increased from 865 to 4129. Meanwhile, Rainmaker said managed accounts are also experiencing significant growth ...