Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 882 results for %22Custom Portfolio%22

Count renews Iress contract

KARREN VERGARA  |  MONDAY, 6 MAY 2024
... through stronger cost discipline and a clear focus on our core businesses. Our progress in asset sales within the Managed Portfolio is also strengthening our balance sheet. We expect to achieve our target leverage range of 1.0-1.5x through 2024 after ...

AMP Advice partners with BlackRock and Lonsec

ELIZA BAVIN  |  TUESDAY, 30 APR 2024
... white-labelled for their client base, AMP said. The portfolios use BlackRock's multi-asset investment expertise and global custom managed portfolio technology, together with Lonsec's investment manager research and manager selection capabilities to deliver ...

Goldman Sachs ditches robo-adviser Marcus Invest

KARREN VERGARA  |  FRIDAY, 26 APR 2024
The investment bank is offloading Marcus Invest to Betterment just three years after announcing it will launch the digital adviser. Betterment will acquire Marcus Invest's digital investing accounts for an undisclosed figure. Goldman Sachs, however ...

AMP North adviser inflows rise 22%

ANDREW MCKEAN  |  THURSDAY, 18 APR 2024
AMP North inflows from independent financial advisers (IFAs) increased 22% as its platforms business' assets under management (AUM) increased to $74.3 billion. In a quarterly business update, AMP reported that net cash inflows to platforms increased ...

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... Co-creating a plan that truly motivates them to take action, using tools that guide them outside of their meetings and portfolio balances," he said. "And that's what we're about. We're here to support and enhance that human connection to ensure this ...

Zenith welcomes back original partner

ELIZA BAVIN  |  TUESDAY, 9 APR 2024
... return to Zenith at the start of May, working alongside investment director and founding partner David Wright and head of portfolio solutions Steven Tang in the Portfolio Solutions team. Zenith managing director Jason Huddy said Davis' role will add ...

Suncorp sells NZ life business to Resolution Life

JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2024
... said the sale will provide Asteron Life customers with greater access to contemporary products. "We have simplified our portfolio in recent years under a strategy designed to align everyone at Suncorp around improving the way we deliver value for our ...

Legalsuper names chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 28 MAR 2024
... Capital. Murray was most recently interim head of alternatives at Future Fund, a role he took on after serving as director, portfolio strategy for one year. He left Future Fund in mid-2022, becoming a Fellow of US think tank AIF Global's Center for Private ...

Super SA names chief executive

JAMIE WILLIAMSON  |  WEDNESDAY, 20 MAR 2024
... MinterEllison. "He is a highly respected public sector executive leader and brings experience in managing a broad and complex portfolio to the role," Super SA said. He commenced in the role on March 4, taking over from Patrick McAvaney who was serving ...

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... 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 ...
PREVIOUS
NEXT