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Showing 1 - 10 of 309 results for "model portfolios"

Asset managers turn to outsourcing, AI: Survey

VINNY VUCAGO  |  WEDNESDAY, 16 SEP 2026
... distribution is becoming more targeted and channel-focused, with managers increasingly looking to scale through ETF model portfolios, semi-liquid structures and retail wealth platforms. "Managers are doing more with less, consolidating the number of ...

Tribunal affirms InterPrac, FSGA adviser bans

MATTHEW WAI  |  FRIDAY, 11 SEP 2026
... He advised four clients to invest in First Guardian, while advising two other clients to switch to Venture Egg model portfolios. "Hanley had little or no interaction with the relevant clients or input into the preparation of the advice. He generally ...

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... solves exactly that. A managed account is a structure that sits on platforms such as HUB24 or Netwealth, where model portfolios are available. An adviser can pick ready-made portfolios or choose to work with an investment manager to customise the portfolios ...

BT Panorama hires long-serving Russell Investments executive

KARREN VERGARA  |  WEDNESDAY, 26 AUG 2026
... single managed account that suits every adviser. BT's strength is that we have a range of solutions to implement model portfolios - giving advisers the flexibility to deliver their investment approach their way, and to keep it consistent as their business ...

BlackRock urgers broader diversification

VINNY VUCAGO  |  WEDNESDAY, 5 AUG 2026
... level, regional level, sector level and across asset classes." Reflecting that view, Bernard said BlackRock's model portfolios have increased allocations to infrastructure, gold and selected emerging market equities, while trimming exposure to Australian ...

MST Financial broadens services to Alder & Partners

KARREN VERGARA  |  TUESDAY, 14 JUL 2026
... said managed accounts are an important part of the solution, but advisers increasingly require support beyond model portfolios. "They are seeking assistance with portfolio construction, manager selection, investment governance, specialist income solutions ...

TA Associates sells Russell Investments

KARREN VERGARA  |  FRIDAY, 10 JUL 2026
... under management (AUM), provides institutional outsourcing, portfolio implementation, personalised solutions and model portfolios, tax-managed investing, and self-directed investing through a multi-manager framework. Frank Russell founded Russell Investments ...

Rainmaker Information hires from APRA

STAFF WRITER  |  THURSDAY, 30 APR 2026
... management landscape with coverage including superannuation, investment management, platforms, managed accounts, model portfolios, retirement solutions and financial advice under one roof. It's a breadth that's genuinely rare, and underpinned by an incredibly ...

Perpetual multi asset leads exits

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
... multi-asset and single-asset funds run by multiple managers, as well as implemented portfolios and managed fund model portfolios. On top of that, she oversaw an alternatives program covering unlisted assets and absolute return strategies. Kav was promoted ...

Ziller launches Global Fund Active ETF

MATTHEW WAI  |  TUESDAY, 24 FEB 2026
... efficiency. It allows advisers to implement and adjust positions intraday, integrate the strategy seamlessly into model portfolios, and access daily transparency." Ziller said the opportunity set in founder-led global businesses remains compelling. "Founder-operators ...
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