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Showing 1 - 10 of 403 results for "Model portfolio"

BlackRock urgers broader diversification

VINNY VUCAGO  |  WEDNESDAY, 5 AUG 2026
... shifts require more dynamic portfolio construction. Speaking at the Advisers Big Day Out in Wollongong, BlackRock model portfolio solutions lead Tatiana Bernard said investors should distinguish between short-term market volatility and the long-term ...

MST Financial broadens services to Alder & Partners

KARREN VERGARA  |  TUESDAY, 14 JUL 2026
MST Financial has broadened its services for Alder & Partners Private Wealth Management, providing "institutional-grade investments" across managed accounts, asset allocation and research. MST Investment Solutions, the portfolio advisory and implementation ...

TA Associates sells Russell Investments

KARREN VERGARA  |  FRIDAY, 10 JUL 2026
Russell Investments marks another change in ownership as private equity firm TA Associates announced it will sell the fund manager to a B Capital-led consortium that includes CalPERS. TA Associates, together with Reverence Capital Partners (RCP), will ...

Betashares launches Australian bond ETF

VINNY VUCAGO  |  TUESDAY, 9 JUN 2026
... purpose-built as a core fixed income holding for diversified portfolios, giving asset allocators, super funds, model portfolio managers, financial advisers and investors a cost-effective way to access the broad Australian investment grade bond market ...

Rainmaker Information hires from APRA

STAFF WRITER  |  THURSDAY, 30 APR 2026
Camille Schmidt has joined the Rainmaker Information research team as associate director. Schmidt was most recently principal analyst at APRA, a role she held since January 2023. There she led research projects related to super fund member outcomes ...

Perpetual multi asset leads exits

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
Perpetual's head of multi-asset has exited the firm following her former boss's departure to Pinnacle Investment Management. The firm confirmed Lydia Kav left late last month, around a month after the wealth business' chief investment officer signed ...

Managed accounts increase confidence amid volatility: Research

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... accounts and a further 13% are actively considering adoption. State Street Investment Management vice president and model portfolio strategist in Asia Pacific Sinead Schaffer said: "In an environment marked by ongoing economic uncertainty, heightened ...

Ziller launches Global Fund Active ETF

MATTHEW WAI  |  TUESDAY, 24 FEB 2026
Ziller Funds Management is offering its flagship fund as an ETF for better adviser access. The Ziller Global Fund Active ETF (ASX: ZILR) leverages the Ziller Global Fund strategy, which invests in a concentrated portfolio of 15 to 25 high growth global ...

Janus Henderson to acquire Richard Bernstein Advisors

ELIZA BAVIN  |  TUESDAY, 27 JAN 2026
... separately managed accounts (SMAs). At the completion of the transaction, Janus Henderson will rank among the top 10 model portfolio providers in North America. Janus Henderson said Richard Bernstein Advisors has deep expertise in model and SMA distribution ...

Macquarie terminates more options

KARREN VERGARA  |  FRIDAY, 14 NOV 2025
Macquarie yesterday announced it is terminating several investment options within its SMA Model Portfolio over the coming weeks. Three options each offered by Activam and Boutique Wealth Australia will shutter on November 30 and December 15 respectively. ...
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