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Showing 31 - 40 of 5023 results for "Model"

J.P. Morgan AM awarded fresh portfolio structuring mandate

MATTHEW WAI  |  TUESDAY, 2 JUN 2026
... already successfully implemented TAA changes at a significantly reduced cost for clients which reinforces the value of this model," Canavan said. "We're proud to be partnering with JPMAM on a solution that we believe aims to set a new benchmark for ...

Former Insignia boss joins InvestStream

MATTHEW WAI  |  MONDAY, 1 JUN 2026
A former Insignia Financial chief executive has joined the advisory board of InvestStream, spearheading its financial advice and engagement infrastructure as the firm's approach to close the advice gap. Renato Mota has joined the AI-powered infrastructure ...

Product Showcase: Calm in the chaos

THE FINANCIAL STANDARD TEAM  |  MONDAY, 1 JUN 2026
Sharemarket crashes and their inevitable recovery are well-charted, but no one really talks about what happens in between. Who are the investors caught in the crash, and who are the ones that capture the most gains on the way up? In that space between ...

Marex Group expands structured products to HNWIs

MATTHEW WAI  |  FRIDAY, 29 MAY 2026
... existing local Australian infrastructure rather than starting from scratch," Fayard said. "We operate with a service-led model globally, with a larger team of experts handling fewer accounts each as a deliberate point of differentiation from bank competitors ...

'No basis' to ban independent trustee model: Equity Trustees

ELIZA BAVIN  |  THURSDAY, 28 MAY 2026
... Protections in the Superannuation System saying there is "no sound basis" for banning the professional independent trustee model. Equity Trustees said independent trustees look after the interests of 990,000 members and has grown from approximately $10 ...

More advisers go self-licensed to avoid associative risks

MATTHEW WAI  |  THURSDAY, 28 MAY 2026
An industry expert said financial advisers are increasingly moving towards a self-licensed model to gain better control of their business, while avoiding the risks of operating under large dealer groups. My Dealer Services (MDS) managing director Alex ...

Russell Investments wins $8.6bn mandate

ELIZA BAVIN  |  WEDNESDAY, 27 MAY 2026
... for its portfolio hedging and implementation expertise. "The proposed solution aligns with Income Insurance's investment model towards operating efficiencies and execution capabilities," Chua said. Russell Investments head of Asia-Pacific Jason Edgar ...

Royal London AM extends SS&C mandate for new Aussie funds

RIDDHIMA TALWANI  |  WEDNESDAY, 27 MAY 2026
... to further our long-term relationship with Royal London Asset Management as they continue developing their distribution model in the growing Australian market," SS&C Global Investor & Distribution Solutions global head Nick Wright said. "SS&C has invested ...

ASX tech spend drives capex to $200m

KARREN VERGARA  |  WEDNESDAY, 27 MAY 2026
The ASX's capital expenditure (capex) is set to blow out to between $180 million and $200 million, primarily driven by technology costs and new product development. The new estimates have increased from the previously anticipated $160 million to $180 ...

Heightened cyber threats require greater accountability on governance

MATTHEW WAI  |  WEDNESDAY, 27 MAY 2026
Cyber threats have increased significantly over the past year, and experts are advising financial services businesses to enhance their security framework, not only to shield their digital infrastructure but to also to ensure their governance policies ...