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...

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Financial planning

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

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Funds management

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

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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...

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People & Products

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

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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....

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Funds management

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

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MARKET INSIGHTS

James Patterson

How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...

16 hours ago
Howard Elton

Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...

1 day 23 hours ago
Peter Robinson

This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...

1 day 23 hours ago

ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....

4 days 17 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

2 weeks 1 day ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

1 week 1 day ago