MODEL PORTFOLIO

Financial planning

Lifespan Financial Planning has launched 30 model portfolios on the BT Panorama platform....

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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....

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People & Products

IMAP has announced an agreed industry standard for the transmission of model portfolio data known as the Model Portfolio Data Standard....

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Funds management

Alpha Fund Managers has included boutique SG Hiscock & Company in their model portfolios....

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Funds management

Asian B2B digital wealth management solutions provider, Quantifeed has launched a model portfolio of the most valued brands in the US market....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 6 days ago