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Showing 81 - 90 of 302 results for "model portfolios"

Beware adviser conflicts of interest: Lonsec

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... Xplore Wealth, a platform which allows advisers and advice groups to use its MDA licence and create their own model portfolios. "The test is to picture yourself before the regulator and ask yourself if you have a clear justification for placing the majority ...

Patersons launches first SMAs

ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
... management firm released two SMA models this week. The models had previously been run by Patersons as in-house model portfolios. It is the first time Patersons has launched SMAs through a platform for clients to invest in as an SMA. Patersons director ...

CountPlus transfers SMA management

KANIKA SOOD  |  MONDAY, 1 JUL 2019
... of product conflicts. The Privilege Managed Account is a separately managed accounts platform made up of seven model portfolios. These were offered to clients through HUB24 and are owned by CountPlus-owned licensee Total Financial Solutions (TFS). Morningstar ...

SSGA launches four model portfolios

KARREN VERGARA  |  THURSDAY, 30 MAY 2019
State Street Global Advisors will launch a suite of multi-asset ETF model portfolios that aim to meet financial advisers' demand for low cost and easy to implement solutions. The portfolios fall into two investment strategies: State Street Risk-Based ...

More advisers using ETFs

KANIKA SOOD  |  THURSDAY, 14 MAR 2019
... executive Alex Vynokur said. "We predict ETFs to continue to be adopted by planners, along with greater uptake of ETF model portfolios as advisers seek to create efficiencies in their businesses, and lower costs for clients." The report added half of ...

Channel Capital head of retail departs

KANIKA SOOD  |  THURSDAY, 14 MAR 2019
... and retail is blending into one. The retail space is actually becoming more institutionalised, with things like model portfolios, core separately managed accounts and private banks," King said. "So we will look to hire distribution people at director ...

BlackRock launches Australian bond fund

KANIKA SOOD  |  WEDNESDAY, 6 MAR 2019
... with the support of improved data and technology, including new portfolio analytics, transparent ESG data, and model portfolios. The launch of our ESGABI fund reflects the growing demand from our clients for sustainable investing solutions."

ClearView posts first half profit dip

KANIKA SOOD  |  WEDNESDAY, 27 FEB 2019
... under management was down 4% on the back of poor performance and subdued inflows. Clearview added a new range of model portfolios and expanded its AFSL footprint in the period, and repriced products. "Repricing and enhancement of contemporary wealth ...

Platform acquisition boosts Bell Financial results

KARREN VERGARA  |  THURSDAY, 21 FEB 2019
... across the group." During the year it launched Guided Portfolio Service (GPS), which enables clients to invest in model portfolios while retaining ownership and control of the underlying assets. It also opened a New York office in July. "We are confident ...

Praemium to upgrade platform

KANIKA SOOD  |  WEDNESDAY, 16 JAN 2019
... utilising our unique blend of superior reporting and rebalancing capabilities, to provide a unified experience across model portfolios, bespoke portfolios and non-custodial holdings," Ohanessian said in ASX filings yesterday. The new platform will offer ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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