Zenith model portfolios add value

From

Since their introduction in 2002, the advantages of Zenith Investment Partners (Zenith) model investment portfolios have proven their worth to advisers clients seeking to navigate through several different market environments

continue reading

S&P launches non-tailored Model Portfolio and APL Service

From

Standard & Poor’s Fund Services today unveiled its S&P Portfolio Services (SPPS) solution, developed specifically by its Wealth Management Services (WMS) team for Australia’s retail intermediaries. “SPPS has been developed

continue reading

Asgard supports advisers with new features for eWRAP platform

From

Asgard has released an extensive range of new features for its eWRAP platform designed to drive greater productivity and profitability by helping advisers to deliver more customised advice for more

continue reading

Lonsec celebrates a 10 year success story

From

For more than 10 years, Lonsec’s Australian Equity Core Model Portfolio has provided financial advisers with a highly concentrated, low-turnover portfolio solution for their clients. More than a decade later,

continue reading

BT Wrap’s new badge reports underpin dealer group support

From

BT Wrap has upped their level of reporting tools for dealer groups providing easier access to transparent reporting and assisting them manage their business and compliance needs. Head of BT

continue reading

Defensive strategies drive allocations for Implemented Portfolios

From

Implemented Portfolios’ Asset Allocation and Investment Committee (AAIC) has affirmed defensive positioning strategies for its five model portfolios as developed markets continue to show subdued growth outlooks in the committee’s

continue reading

Zenith Diversified Sector Report Adds 11 New Funds & Also Addresses Advisers Client Investment Concerns

From

Zenith Investment Partners Pty Ltd (Zenith) has just announced the release of its 2010 Diversified Sector Report and also confirmed that the study was structured to address a number of

continue reading

Research Houses! All talk but very little value!

From

Financial planners continue to question the relevance of research houses, yet we still see little evidence of change in the service offering from research houses to keep pace with the

continue reading

Zenith Launches its Model Portfolios on the Linear Managed Account Platform

From

Zenith Investment Partners (Zenith) has launched a suite of five diversified, multi-manager model portfolios on the Linear Managed Account platform. The models, which operate under a managed investment scheme structure,

continue reading

BT Wrap’s 3-year development program delivers next stage: model portfolio tools

From

BT Wrap today launched their model portfolio enhancements to support advisers with the increasing complexity and costs resulting from the explosion of self managed super funds and increasing investor demand

continue reading