Search Results | Showing 1 - 10 of 368 results for "Model portfolio" |
| | | ... multi-asset investment strategy Katie Petering said BlackRock was excited to work with AMP and Lonsec to build a new model portfolio solution to enhance how AMP and North serves advisers. "By drawing on the breadth of our global platform, Australia will ... |
| | | | ... have surged 146% in five years to exceed $194.85 billion. State Street Global Advisors' vice president and ETF model portfolio strategist Sinead Schaffer said the strong adoption of managed accounts reflected their ability to support advisers' holistic ... |
| | | | ... aspects of its ETF product platform. Initially, he was brought on board to develop the firm's US fund strategist model portfolio business. Additionally, O'Conner's experience includes over a decade at State Street Global Advisors, where he ... |
| | | | HUB24's new Discover offering is aimed at early-stage wealth accumulators and later-stage retirees, providing cost-effective access to a streamlined selection of managed portfolios. The Discover offering, now available on HUB24 Invest, Super and Pension ... |
| | | | ... the ability to hold an SMA inside other portfolio types such as another SMA, managed discretionary account, or model portfolio," Quirk said. "The breadth and depth of CFS Edge will give advisers the ability to blend simple low-cost solutions with the ... |
| | | | Newly formed RE Capital Advisory has teamed up with stockbroking giant Wentworth Securities (Wentworth) to launch Alpine Capital, an emerging company advisor, stockbroker, and wealth management platform. The new team at Alpine Capital includes RE Capital ... |
| | | | ... separately managed account (SMA) inside other portfolio types such as another SMA, managed discretionary account, or model portfolio. "The Accelerate Series will deliver a full-service solution designed to be suitable for a wide range of clients, from ... |
| | | | ... portfolios didn't have a big allocation to private credit," he reflects. "Back then, everyone thought the model portfolio was equities and corporate bonds, and often fixed rate corporate bonds, when really, there was this whole world of private credit ... |
| | | | The chief executive of Zenith Investment Partners will step down as the firm's chief operating officer assumes the top job. David Wright vacates the role of chief executive at the end of the year but remains at Zenith to take on a newly created ... |
| | | | The Nuveen Global Cities Real Estate Fund is the asset managers' first locally domiciled unit trust for Australian private wealth clients. The new vehicle serves as an Australian-domiciled feeder into Nuveen's listed global cities real estate ... |
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