The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 9 of 9 results for "Custom Portfolio"|
|... Invest is now open to SMSFs. It charges a fee of 0.275% per annum for balances over $15,000 ($20,000 for the Custom Portfolio offer) which is all inclusive. There is no brokerage for unlimited allocation changes, no switching fees between portfolios ...|
|The micro-investing platform is targeting SMSFs with its custom portfolio option, giving members more control over their portfolio allocations. The recently launched custom portfolio option is now available to SMSFs and allows users to build their own ...|
|... maintenance fee will increase to $3.50 for active account balances. Raiz added that there will be no fee change for the Custom portfolio launched in January this year. Raiz Invest Group chief executive George Lucas said the fee increases are due to increased ...|
|... Australia growing to $2,224 in this period, an increase on 17.2%." The update follows Raiz's launch of a new custom portfolio option that allows users to build their own personalised portfolio by choosing the target weighting for up to 14 ETFs and exposure ...|
|Raiz has introduced a new custom portfolio option that will enable clients to gain more control over their portfolio allocations. Raiz said the custom portfolio, unlike its seven standard ETF portfolios, will allow users to build their own personalised ...|
|The investment giant is making a bigger play for wealthy investors, offering them a more personalised strategy with the acquisition of an equity index business for US$1.05 billion. BlackRock is set to acquire investment manager Aperio, which provides ...|
|BlackRock has secured a $7.1 billion (£4bn) mandate from a UK pension scheme. The investment manager will provide asset allocation and manager-selection decisions across all asset classes for the Civil Aviation Authority Pension Scheme (CAAPS), a defined ...|
|With ESG investing continuing to prove popular among investors, Praemium is taking steps to ensure financial advisers are able to meet demand. The platform has rolled out an "industry first" suite of ESG options, including new screening functionality ...|
|Macquarie has launched the digital advice service it announced in November 2015. OwnersAdvisory provides custom portfolio advice across all standard asset classes, determining allocation based on personal goals and a generated risk profile. It sources ...|
Intensifying its commitment to the Asia Pacific region, State Street has appointed a long serving J.P. Morgan executive as its first country head for Australia.
Former Spectrum Wealth Advisers chief executive Mark Schroeder has been slapped with banning orders in addition to his six-year ban from providing financial services.
New analysis from Rainmaker Information shows about 60% of all MySuper products reduced their fees last financial year, with the average fees paid by members now sitting at 1%.
Octopus Investments, an energy asset manager, has made several appointments after recently surpassing $1 billion in assets under management.
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