Brett Marsh

WealthPortal is proud to launch an expanded suite of Separately Managed Account (SMA) options from Proactive Portfolios.

Proactive has launched through WealthPortal’s five new MFM (Managed Fund Models) SMA model portfolios which are blended from a select group of Managed Funds and offer a range of risk profiles for advised clients. These models are also available through RetireSelect the Retail Superannuation offering.

The new Proactive MFM SMAs are an addition to existing Proactive Portfolios SMAs which invest into listed securities. The new Proactive MFM SMAs will help advisers implement client investment strategies by avoiding delays in times of financial market volatility.

The SMAs can also improve overall practice efficiency through reducing the number of advice documents needed for client investment strategy and the amount of manual processing needed for trades, thereby increasing consistency and reducing practice risk.

The new managed account solutions are available through the WealthPortal website and RetireSelect.

Jaime Johns, National Manager Practice Development at Madison Financial Group, says an extensive choice of model portfolios is now available across the company’s listed and managed fund assets and investments, reducing administration for the adviser and compliance risk for the dealership. A win/win for clients, advisers and the licensee.

OneVue Head of Product Brett Marsh says: “Managed Accounts are becoming increasingly popular with advisers due to their efficiency in implementation and compliance benefits, due to clients being actively managed within their asset allocation.

“At OneVue, we are proud to continue our relationship with the Madison Financial Group by delivering these new managed account solutions through WealthPortal.”

The post Madison launches market-leading model portfolios appeared first on AdviserVoice.

The role will see Ms Johns responsible for distribution development and coaching advice to the Australia-wide network of Advisers. With over 12 years of financial services experience, Johns most recently held the role of Senior Manager of Financial Planning – Bendigo /Adelaide Bank. Prior to that, Johns has held various management roles with ING/OnePath, Genesys and AMP.

Commenting on the role, Managing Director Grant O’Riley stated that “Jaime brings a wealth of industry knowledge that is integral to our Practices ongoing development. Her extensive experience will provide valuable insights for our businesses operating environment, especially as our industry continues to evolve”.

In addition, Ms Johns will oversee Capstone’s distribution growth phase, which will see the group extend its extensive services and support to the Accounting marketplace. Ms Johns stated “that as a leading independently owned licensee, we have an ideal business model for the Accounting world and we will continue to explore new business opportunities that complement the Capstone model”.

Now in its tenth year of operation, Capstone remains focused on providing value added support to our practices, while continuing to monitor the support levels from a head office perspective.

“As part of Capstone’s strategic business review process we continue to address issues affecting our practices and the industry and ensure we are providing a premium licensee offering at a highly competitive price”.

Capstone is confident it is delivering valuable and timely dealer services and will continue to proactively meet the future needs and requirements of this industry. O’Riley stated that Capstone is excited about the future of our industry which will see Capstone continue to grow and prosper as one of Australia’s largest and most professional independently owned licensees.

27 July 2012

The post Capstone appoints National Network Manager appeared first on AdviserVoice.