Swanest investment hub goes live

Wed, 06/03/2019 - 09:58

A new investment hub from robo-adviser Swanest is now live, including a digital portfolio tracker that helps investors create a holistic view of their savings and investments consisting of any stocks, ETFs, mutual funds and cryptocurrencies. »

Fidelity expands Model Portfolios line-up with two new income models leveraging both ETFs and mutual funds

Fri, 08/02/2019 - 09:19

Fidelity Investments, one of the largest and most diversified global financial services firms with USD6.7 trillion in client assets, has launched the Fidelity Bond Income Model Portfolio and Fidelity Multi-Asset Income Model Portfolio, the first models offered by Fidelity to include ETFs, along with active and passive mutual funds. »

Waddell & Reed partners with Key Institutional Managers to launch new advisory programme

Fri, 01/02/2019 - 08:34

In a continuing expansion of its advisory product lineup, Waddell & Reed, Inc. has introduced a new third-party strategist program that offers a wide range of portfolios, including both exchange-traded fund (ETF) and mutual fund options. »

Joe Parkin, BlackRock

Canaccord and iShares create ESG package with appeal for all ages

Tue, 15/01/2019 - 09:57

Global wealth management firm Canaccord Genuity Wealth Management, with GBP25 billion under management, has launched an ESG version of its traditional discretionary multi-manager portfolio, using iShares sustainable ETF building blocks. »

Andy Creak, InvestCloud

InvestCloud offers 'periodic table' of apps to help wealth managers digitalise

Thu, 15/11/2018 - 14:04

A mock periodic table of over 300 apps designed to aid wealth advisers digitalise their businesses differentiates California-based digital wealth platform provider InvestCloud’s offering. »

Marstone launches BlackRock Model Investment Portfolios on digital wealth management platform

Thu, 01/11/2018 - 08:55

Marstone has added BlackRock’s Model Portfolio Solutions on its digital wealth management platform. »

Ally Invest to offer commission-free ETFs

Tue, 04/09/2018 - 09:46

Online brokerage and wealth management platform Ally Invest is to offer all WisdomTree ETFs commission-free, as well as a number of other commission-free funds, including ones focused specifically on the environmental, social and governance sector. »

Hector McNeil, HANetf

HANetf gives UK asset managers just three years to launch ETFs

Tue, 28/08/2018 - 12:30

UK asset managers have three years to launch ETF strategies or else they run the risk of failing to get new products off the ground, HANetf has said. »

WBI adds four more SMA products to SMArtX

Tue, 07/08/2018 - 09:39

WBI Investments, a provider of risk-managed SMA and ETF strategies, has added four enhanced separately managed accounts to the SMArtX Advisory Solutions Platform: WBI Balanced Enhanced, WBI Dividend Income Enhanced, WBI Dividend Growth Enhanced, and WBI Dividend Retirement Strategy. »

BlackRock reveals USD20bn of inflows in second quarter

Tue, 17/07/2018 - 08:58

BlackRock’s results for the second quarter of 2018 reveal USD20 billion of total net inflows, positive across active, index and cash management. »

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