The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 1 - 10 of 13 results for "Custom Portfolio"

Super funds, instos shun ETFs, retail dominance prevails

KARREN VERGARA | THURSDAY, 22 JAN 2026

Australia's booming exchange-traded funds (ETFs) market is failing to capture the big money from superannuation funds and institutional investors as retail investors' dominance reigns supreme. Surpassing $330 billion in total funds under management ...

WTW welcomes investment chief

ELIZABETH FRY | THURSDAY, 20 MAR 2025

... private markets investment committee and real assets investment committee. In this role, Pliner led the creation of custom portfolio solutions for the company's outsourced clients in the US. The firm's global head of investments Diya Luke congratulated ...

Raiz increases portfolio fees

KARREN VERGARA | TUESDAY, 1 AUG 2023

Micro-investing app Raiz has upped its fees on a range of its portfolios, with some increasing as much as 29%. The monthly maintenance fee for the Standard portfolios will increase from $3.50 to $4.50 for account balances of less than $20,000. For balances ...

Raiz Invest launches residential property fund

ANDREW MCKEAN | TUESDAY, 16 MAY 2023

... portfolio to a variety or residential properties nationwide. Since its inception in December 2022, as part of a Custom portfolio, the Raiz Property Fund experienced "significant interest", prompting Raiz to devise bespoke portfolios for property investments. ...

Raiz rolls out SMSF functionality

ELIZABETH MCARTHUR | THURSDAY, 15 JUL 2021

... 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 ...

Raiz expands to SMSF market

ANNABELLE DICKSON | FRIDAY, 19 MAR 2021

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 ...

Raiz increases fees for lower balances

ELIZA BAVIN | MONDAY, 1 MAR 2021

... 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 ...

Raiz Super regains losses

ANNABELLE DICKSON | WEDNESDAY, 27 JAN 2021

... 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 launches custom portfolio option

ELIZA BAVIN | THURSDAY, 21 JAN 2021

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 ...

BlackRock to buy equity index firm

KARREN VERGARA | MONDAY, 30 NOV 2020

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 ...

PAGE:

Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

Videos

Brought to you by

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

Strength amid noise

Follow the leaders

The market has changed. The opportunity hasn't.

Maintaining a fundamental focus in a world obsessed with the short term

A guaranteed future

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE