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?...

4 months 1 week ago

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

4 months 2 weeks ago

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

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 1 hour ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 days 22 hours ago