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Showing 261 - 270 of 1229 results for "Tailor"

Advisers pivot to protect retirees from inflation

CASSANDRA BALDINI  |  WEDNESDAY, 7 JUN 2023
Inflation is a looming threat to retirement incomes, so it's no surprise financial advisers are rotating toward more dynamic strategies. According to a report penned by Challenger and Ensombl, inflation is fast becoming the number one threat to ...

Generation Life rolls out product enhancements

ANDREW MCKEAN  |  WEDNESDAY, 7 JUN 2023
... each with a different level of needs. Therefore, the more flexible a product can be, the more an adviser will be able to tailor a solution to the specific circumstances of an individual. With our latest version of LifeIncome, we've added more flexibility ...

JPMorgan developing investment advice AI

ANDREW MCKEAN  |  TUESDAY, 30 MAY 2023
JPMorgan has filed a trademark for an AI-powered investment advisory tool, IndexGPT. It's envisioned IndexGPT will harness the power of "cloud computing software using artificial intelligence" to analyse and select securities that are tailored to ...

Lumiant, Invest Blue build digital advice platform

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
Invest Blue will provide Lumiant with $2 million in seed capital to develop a digital platform to boost client engagement. Under the strategic partnership, Invest Blue managing director David Stephen will be added to the Lumiant board as the advice ...

Tishman Speyer, Raffles Family Office launch APAC fund

CHLOE WALKER  |  FRIDAY, 12 MAY 2023
Global property developer Tishman Speyer and Singaporean-based Raffles Family Office (RFO) have established a new partnership to launch the Tishman Speyer/Raffles Family Office APAC Opportunity Fund I. The fund will target value-add and opportunistic ...

Sales-oriented fear stunts expansion goals: Survey

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
New research reveals that the fear of being pushy or appearing to be "salesy" is deterring financial advisers from proactively expanding their client base and increasing their assets under advice. About 43% of the 158 financial advisers based in the ...

Digitisation, personalisation key for advice firms: BlackRock

CHLOE WALKER  |  WEDNESDAY, 3 MAY 2023
... intimate interactions with their clients. In other words, getting to know them better than anyone else, so that they can tailor their service model, to personalise it for them," he said. "Beyond that, what we're seeing is the idea of values and convictions ...

FCA simplifies listing rules to attract global companies

ANDREW MCKEAN  |  WEDNESDAY, 3 MAY 2023
... transparency in equity markets and are part of the Wholesale Markets Review the FCA is conducting alongside government to tailor the UK's rules post-Brexit, so they better suit UK markets and promote competition and growth," the regulator said.

JPMorgan among banks to bid in First Republic sale

CASSANDRA BALDINI  |  MONDAY, 1 MAY 2023
JPMorgan Chase, PNC Financial Services Group, and Citizens Financial Group are said to be among those to toss their name in the ring to take over the embattled First Republic Bank. US regulators are rushing to sell First Republic and prevent yet another ...

Link to offer Allianz Retire+ solution to super funds

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
... retirement and decumulation, with strong demand for development of innovative solutions like AGILE," McGrath said. "To truly tailor unique retirement paths for members, we believe super funds also need choice." McGrath said this means identifying and ...