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

Interesting. Would be good to know the details of the StrategyOne deal....

4 days 3 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days 1 hour ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 4 hours ago