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Showing 81 - 90 of 175 results for "Managed portfolios"

Rest names chief investment officer

JAMIE WILLIAMSON  |  MONDAY, 29 JUN 2020
... Morningstar Investment Management where he has been responsible for the US$25 billion Americas mutual fund and managed portfolios operations. This is the first time the fund has had an investment lead for the whole fund and follows a lengthy review of ...

AMP, Pendal launch new managed portfolio

ELIZABETH MCARTHUR  |  THURSDAY, 21 MAY 2020
... of 0.20% per annum and estimated indirect costs of 0.69% per annum. The fees are no higher than equivalent managed portfolios offered through MyNorth. For example, the Lonsec Balanced Portfolio charges a 0.25% investment fee plus weighted total indirect ...

Morningstar appoints adviser solutions head

HARRISON WORLEY  |  THURSDAY, 7 MAY 2020
... operator in December, HUB24 said the addition of Hope would be beneficial for advisers wishing to transition to managed portfolios to better meet client requirements. Hope joined the firm amid a slew of other appointments designed to ensure HUB24 could ...

HUB24 net inflows up 72%

ALLY SELBY  |  WEDNESDAY, 22 APR 2020
... and digital signatures for onboarding clients. Other solutions added during the March quarter include 26 new managed portfolios, plus a Milliman SmartShield Portfolio range which provides protection during periods of volatility. Seven new ETFs were also ...

Product provider partners with BTFG

ELIZA BAVIN  |  TUESDAY, 31 MAR 2020
... on BT Financial Group's flagship platform. Lonsec has partnered with BTFG to make its listed and retirement managed portfolios available on BT Panorama. Lonsec said BT Panorama users will now have access to all three of Lonsec's managed portfolios, with ...

HUB24 wins $1b mandate

ALLY SELBY  |  THURSDAY, 19 MAR 2020
... ClearView-branded version of HUB24's retail solutions, HUB24 Invest and HUB24 Super, and the addition of the firm's managed portfolios and flagship life insurance product, LifeSolutions, to HUB24 Invest and HUB24 Super. "The partnership is expected to ...

Clime launches new SMA portfolios

ALLY SELBY  |  FRIDAY, 6 MAR 2020
... Mercer. "Bringing this capability and expertise to self-directed investors in the form of online access to our managed portfolios offers a unique opportunity for investors to gain a real edge in growing their wealth." The launch comes off the back of ...

HUB24 hires managed portfolios lead

HARRISON WORLEY  |  TUESDAY, 3 MAR 2020
HUB24's new head of managed portfolios has hit the ground running, securing the exclusive launch of Milliman's first range of managed accounts. Former Partners Wealth Group general manager Brett Mennie has joined HUB24 as the platform's head of managed ...

MyNorth bolsters managed portfolio offering

HARRISON WORLEY  |  TUESDAY, 18 FEB 2020
Financial advisers using AMP's wrap platform now have access to Lonsec's range of retirement managed portfolios. Lonsec has partnered with AMP to include its retirement managed portfolios as an option in the selection of managed portfolios available ...

Aberdeen Standard, HUB24 partner

KANIKA SOOD  |  TUESDAY, 21 JAN 2020
Aberdeen Standard Investments is set to launch retirement income products, managed portfolios and a "bionic" advice solution for advisers and employers in partnership with HUB24. The new set of "bionic" advice solutions will kick off with a tool for ...