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Showing 1 - 9 of 9 results for "Custom Portfolio"

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 ...

BlackRock wins $7.1bn mandate

KARREN VERGARA  |  FRIDAY, 11 SEP 2020
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 ...

Praemium rolls out investment tools, options

HARRISON WORLEY  |  TUESDAY, 10 MAR 2020
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 launches robo-advice service

ALEX BURKE  |  THURSDAY, 18 FEB 2016
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 ...
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