MODEL PORTFOLIO
Financial planning
MLC Asset Management has reduced management fees on its MLC MultiSeries portfolios as advisers seek streamlined multi-asset investment solutions....
Financial planning
Australian licensees are expected to make greater use of custom model portfolios for their clients, according to State Street Investment Management, following in the foot...
Financial planning
AMP has partnered with BlackRock and research house Lonsec to provide a model portfolio capability on its North platform that offers “portfolio customisation at scale” to...
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....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...