POWERED BY MOMENTUM MEDIA
MODEL PORTFOLIO
Financial planning
Lifespan Financial Planning has launched 30 model portfolios on the BT Panorama platform....
Funds management
With rates to fall further, the model portfolio aims to generate incomes of at least 2% per annum more than the consumer price index....
People & Products
IMAP has announced an agreed industry standard for the transmission of model portfolio data known as the Model Portfolio Data Standard....
Funds management
Alpha Fund Managers has included boutique SG Hiscock & Company in their model portfolios....
Funds management
Asian B2B digital wealth management solutions provider, Quantifeed has launched a model portfolio of the most valued brands in the US market....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...