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Showing 251 - 260 of 1229 results for "Tailor"

GBST snaps up Advice Intelligence

ANDREW MCKEAN  |  TUESDAY, 25 JUL 2023
GBST, a cloud-based SaaS wealth management provider, has acquired Advice Intelligence, the financial planning software provider that entered voluntary administration in May. GBST chief executive Robert DeDominicis said: "The acquisition positions GBST ...

Equip Super sets sights on being different

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2023
The $30 billion superannuation fund is firmly in its growth era, consolidating its multiple brands and products and unveiling a new look that it hopes will help achieve its ambitious plan of being "a different type of fund." Two years on from its official ...

Leigh Watson caps four decades in industry

ELIZABETH FRY  |  FRIDAY, 14 JUL 2023
... he added. "Understanding members' needs through effective engagement and smart data analytics can help optimise and tailor these services."

Equity Trustees takes on new RE mandate

CHLOE WALKER  |  THURSDAY, 13 JUL 2023
AL Capital (ALC), the independent investment and fund management arm of Aqualand Group, selected Equity Trustees to be the responsible entity of its new range of retail funds. The funds include the ALC Global Credit Fund, the ALC Active Australian Equity ...

Diverger acquires majority interest in private wealth firm

CASSANDRA BALDINI  |  MONDAY, 3 JUL 2023
Diverger acquired a stake in Melbourne-based Paragem advice firm Atkinson Saynor Private Wealth, using its transitional equity model. Earlier in the year, the firm highlighted the importance of more transformational transactions and said this would ...

Performance test excluding retirement products is "crazy": Podcast

CASSANDRA BALDINI  |  THURSDAY, 29 JUN 2023
Industry Super Australia deputy chief executive Matthew Linden says the fact the amended superannuation performance test doesn't look at retirement products is a cause for concern. In the latest episode of the Financial Standard podcast, Linden said ...

TelstraSuper introduces new option, drops premiums

JAMIE WILLIAMSON  |  MONDAY, 26 JUN 2023
... Moderate investment option is designed to simplify the investment menu available and help make it easier for members to tailor their strategy," TelstraSuper said. Meanwhile, the fund is also renaming its Fixed Interest option to Diversified Bonds and ...

ALRC to simplify, restructure advice laws

KARREN VERGARA  |  FRIDAY, 23 JUN 2023
The Australian Law Reform Commission's (ALRC) third and final interim report is proposing to restructure and simplify financial advice regulation after finding the industry is regulated very differently to other financial services sectors. Interim ...

Schroders Australia appoints new chief executive

CASSANDRA BALDINI  |  TUESDAY, 20 JUN 2023
Simon Doyle will take on the top job while also maintaining his role as Schroders' chief investment officer. Doyle succeeds Sam Hallinan who has held the role since April 2021. Schroders explained the appointment is part of an important and future-focused ...

Treasury to scrap advice admin burdens, boosts intra-fund advice

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
... recommendation for superannuation funds to provide more advice, it will explore with industry what would be required to tailor the model for other institutions," he said.