MODEL PORTFOLIOS

Funds management

State Street Global Advisors has expanded its ETF model portfolio range with the addition of a High Growth offering for advisers seeking to service younger investors....

Funds management

Zenith Investment Partners’ Steven Tang has identified which asset classes will provide opportunities for active stock selection as recession fears and share market volat...

Financial planning

Advisory firms are the only part of the investment value chain to escape fee pressure over the last five years in the face of shrinking margins and rising costs, accordin...

Financial planning

Fund selectors foresee using more model portfolios with clients in the future with over half saying they offer them a more consistent client experience, according to Nati...

image
Financial planning

Advisers can use model portfolios to free up time to build and maintain relationships with clients, according to State Street Global Advisors....

image
Funds management

Brexit is making the UK ‘uninvestable’ according to Morgan Stanley’s head of wealth management research Nathan Lim....

image
People & Products

Quay Global Investors has appointed Gavin Truong to the newly created role of investment analyst after the manager’s Global Real Estate Fund became available on the BT Pa...

image
People & Products

The Australian Corporate Bond Company has released two XTB unit model portfolios due to adviser demand for simplified corporate bond exposure....

image
Financial planning

Two new XTB model portfolios have been introduced to provide advisers with a way to manage the fixed income part of their business and ride out volatility....

image
Funds management

BetaShares has launched a bespoke asset allocation and exchange traded fund model portfolio service. ...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

4 days 4 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 3 hours ago

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

2 days 6 hours ago