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Showing 61 - 70 of 154 results for %22ETF Portfolio Solutions%22

MAX finalists named, voting open

JAMIE WILLIAMSON  |  FRIDAY, 7 MAY 2021
... - MORE Colonial First State - Baillie Gifford Praemium - The platform of everything Schroder Investment Management - PAYS ETF DIGITAL PLATFORM OF THE YEAR Link Group - Virtual Meeting BT - BT Panorama Frontier Advisors - Partners Platform Aware Super ...

ARK Innovation ETF cops neutral rating

KARREN VERGARA  |  TUESDAY, 13 APR 2021
Despite delivering a stellar performance, star fund manager Catherine Wood's ARK Innovation ETF has been slapped with a neutral rating from Morningstar. Morningstar strategist Robby Greengold said personnel issues and lax risk controls could be ...

ESG managed accounts on the rise

ANNABELLE DICKSON  |  WEDNESDAY, 7 APR 2021
... fifth of advisers using managed accounts for ESG investments are selecting multi-assets with high ESG ratings. State Street ETF Model Portfolio strategist Sinead Schaffer said the events of 2020 were a catalyst for the increase in flows to ESG investments. ...

Northern Trust AM's stellar year

KANIKA SOOD  |  MONDAY, 29 MAR 2021
... said, adding ETFs or other listed funds were not a medium-term priority for the local business despite Northern Trust's ETF presence in the US. In October 2020, Northern Trust Asset Management picked up a $5 billion allocation from ANZ Investments ...

SSGA names global investments chief

KARREN VERGARA  |  TUESDAY, 24 NOV 2020
... company State Street named Richard F. Lacaille as senior investment adviser to manage company-wide leadership of ESG solutions and services. Lacaille has been with SSGA for more than two decades and he is currently State Street's chair of the executive ...

Off-platform assets consume advisers' time

KARREN VERGARA  |  MONDAY, 9 NOV 2020
... Off-platform assets are increasingly taking up more of financial advisers' time as many express frustration with the lack of solutions available that can house all of their clients' assets. According to joint research by Praemium and Investment Trends ...

ASI bolsters SMA service

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
... Profusion Planning have joined the SMA service, which has goals-based models and manages 18 multi-asset, Australian equities and ETF portfolios, aiming to give time back to advisers. Aberdeen Standard Investments head of wholesale sales Con Koromilas ...

It's not a bird or a plane; it's a new trading platform

ALLY SELBY  |  MONDAY, 7 SEP 2020
... "create real value that lasts for generations to come". Other than Superhero, Sanlam's affiliates include Stockspot (online ETF investment adviser), Stake (trading platform allowing Australians and Kiwis to trade US stocks) and Maqro Capital, a stockmarket ...

Unmet advice needs increases for SMSF trustees

ANNABELLE DICKSON  |  THURSDAY, 20 AUG 2020
... low-cost, quality advice grows, financial planners are often assessed on their value-for-money proposition. But aside from portfolio and financial outcomes, planners have an opportunity to define their value not just in monetary terms, but also in emotional ...

Netwealth launches Milliman managed accounts

ANNABELLE DICKSON  |  FRIDAY, 24 JUL 2020
... series leverages the company's global risk management expertise to shield clients from market risk and presenting a portfolio with greater strength and stability. The SmartShield is described as "best-of-breed, low-cost ETFs" which invest across Australian ...