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Showing 1 - 5 of 5 results for "Jon Reilly"

Planners remain wary of switching cash to equities

MATT WOODINGTON  |  MONDAY, 25 JUL 2011
... "We will be looking to take advantage of any short term dips to add exposure to growth assets at good prices," said Jon Reilly, Asset Allocation and Investment Committee. Jordan said that many SMSF clients that were looking to allocate more capital away ...

Implemented Portfolios adds four practices

RUTH LIEW  |  FRIDAY, 2 JUL 2010
... Dortkamp (ex-Colonial First State), known as the Asset Allocation and Investment Committee. The firm's investment manager, Jon Reilly, assists the committee. "The smart part is in the intellect behind where you put your money," he said. "It's this part ...

Paragem targets practices with portfolio service

PRESS RELEASE  |  THURSDAY, 6 MAY 2010
... Farrelly and Paul Dortkamp known as the Asset Allocation and Investment Committee (AAIC). The firm's investment manager, Jon Reilly, assists the committee. "Implemented Portfolios will not focus on specific benchmarks but will look at investors' individual ...

Netwealth appoints Fin Simplicity

COMPANY RELEASE  |  FRIDAY, 21 AUG 2009
... private wealth advisory, Vivid Financial implementing Financial Simplicity's Enterprise Edition product last month. Jon Reilly, trading and compliance manager of Vivid Financial, said the technology would allow them to rebalance client preferences and ...

Vivid signs on Financial Simplicity

RUTH LIEW  |  TUESDAY, 29 JUL 2008
... Simplicity's Enterprise Edition product to improve the trade efficiencies of their managed accounts portfolios. According to Jon Reilly, trading and compliance manager of Vivid Financial, the new software will streamline most of the trade processes of ...
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