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Showing 381 - 390 of 1229 results for "Tailor"

JANA awarded mandate

ANNABELLE DICKSON  |  WEDNESDAY, 24 FEB 2021
The asset consultant has won a mandate to provide investment advisory services to a Queensland-based health insurer. TUH Health Fund selected JANA after a three-way tender process in January 2021 and follows growth in JANA's investment advisory offering ...

BOQ acquires ME Bank

ELIZABETH MCARTHUR  |  MONDAY, 22 FEB 2021
... truly excited to be able to welcome ME Bank customers and team members to the BOQ Group family. There is no doubt this is a tailor-made match because of our common objectives and customer-first cultures," BOQ managing director and chief executive George ...

Invest Blue offers managed account solution

ELIZA BAVIN  |  MONDAY, 15 FEB 2021
Cornerstone portfolios will be made available on BT Panorama for Invest Blue clients. Invest Blue has partnered with BT, in conjunction with Ironbark and Russell Investment Management, to develop a managed account solution for the advice firm's client ...

PADUA launches client fact find

ANNABELLE DICKSON  |  MONDAY, 15 FEB 2021
... found advisers save around 20 minutes during the fact find process and led to higher client engagement as the adviser can tailor the fact find according to client needs. PADUA co-founder Matthew Esler said CAPRI helps advisers make the right first impression ...

Challenger wins $200m mandate

KANIKA SOOD  |  MONDAY, 15 FEB 2021
Challenger has scored a $200 million mandate in indexed global equities from an industry fund. Local Government Super, which manages $12 billion in retirement savings for current and former New South Wales government employees, picked Challenger for ...

Frontier on hiring spree

KANIKA SOOD  |  THURSDAY, 11 FEB 2021
Frontier has flagged hiring appetite for senior consultant and research roles, as it announces eight new additions including a senior consultant from CitiBank. Jill Guan has joined Frontier as a senior consultant specialising in debt and currency. She ...

High Court dismisses Westpac appeal

JAMIE WILLIAMSON  |  WEDNESDAY, 3 FEB 2021
The High Court has affirmed the Federal Court's 2019 decision that two Westpac subsidiaries provided unlicensed personal financial advice. In a decision handed down today, the High Court of Australia dismissed Westpac's appeal, determining the ...

Milestone launches asset allocation tool

ANNABELLE DICKSON  |  TUESDAY, 2 FEB 2021
The global fintech firm is targeting Australian superannuation funds with the launch of its tailored institutional asset allocation solution in Asia Pacific (APAC). Milestone Group's pControl Asset Allocation offers a set of cost-effective and comprehensive ...

Rice Warner weighs in on Your Future, Your Super

KARREN VERGARA  |  THURSDAY, 14 JAN 2021
Rice Warner has made several recommendations to the Your Future, Your Super package of reforms that the government and superannuation industry should not overlook. Under the new stapling measure, Rice Warner has two areas of concern. The first is that ...

Super industry to branch out: Rice Warner

ELIZA BAVIN  |  WEDNESDAY, 23 DEC 2020
Over the next 15 years the Australian superannuation industry will evolve into a sophisticated and mature industry, according to Rice Warner's Superannuation Market Projections report. The new report takes a very positive view of the Australian super ...