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Showing 41 - 50 of 129 results for "SAA"

NAB, Jarden to launch NZ wealth business

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
National Australia Bank (NAB) and Jarden Wealth (Jarden) will combine their New Zealand wealth advice and asset management businesses into a newly formed entity, FirstCape. The new advice and asset management firm, based in New Zealand, will be formed ...

Vanguard Super institutes advice fee function, tweaks options

ANDREW MCKEAN  |  WEDNESDAY, 8 NOV 2023
... its ethically conscious growth investment option. This addition has led to an adjustment in the strategic asset allocation (SAA) range of global fixed interest (hedged), reducing it to accommodate the new asset class, which has a SAA range of six-12% ...

Global insurers eye private markets, clean energy: BlackRock

ANDREW MCKEAN  |  FRIDAY, 29 SEP 2023
Global insurers are rethinking their investment strategies, with 60% revising strategic asset allocations (SAA) to prioritise flexibility and new opportunities, according to a BlackRock study. In its annual Global insurance report, BlackRock indicated ...

Ignition poaches from Bravura Solutions

CHLOE WALKER  |  WEDNESDAY, 9 AUG 2023
Former Bravura Solutions head of portfolio solutions Darren Speirs is set to become Ignition Advice's new business development director for Asia Pacific. Speirs brings over 25 years' experience in the Australian wealth management industry, the last ...

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 ...

Advice regtech acquires TIQK assets

KARREN VERGARA  |  WEDNESDAY, 7 JUN 2023
Regtech provider for financial advisers Fourth Line has acquired the intellectual property of defunct startup TIQK. The assets include artificial intelligence and natural language processing technology. Fourth Line chief executive Joel Ronchi said that ...

GBST acquires WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 3 MAY 2023
GBST has bolstered its fintech portfolio by acquiring WealthConnect, the flagship product of the now-defunct financial software provider Creativemass, for an undisclosed amount. WealthConnect is a digital practice management, customer relationship management ...

GBST revamps wealth platform, unveils corporate rebrand

ANDREW MCKEAN  |  WEDNESDAY, 15 MAR 2023
Tomorrow, GBST will launch its enhanced SaaS Composer wealth management administration platform and refreshed brand to support a new strategic direction. GBST's upgraded SaaS Composer platform offers organisations a consolidated view of their customers' ...

BlackRock, NAB Private Wealth unveil iShares ETF suite

CASSANDRA BALDINI  |  WEDNESDAY, 17 AUG 2022
... The BlackRock multi-asset strategy and solutions (MASS) team will set and review the long-term strategic asset allocation (SAA) of these funds. It further added that ITEK will be the first of its kind in the Australian ETF market. "By drawing on the ...

QIC braces against recession risks

ELIZABETH FRY  |  FRIDAY, 12 AUG 2022
... possible, to use a total portfolio approach (TPA). With TPA, funds do not operate with a fixed strategic asset allocation (SAA). Rather than dividing up assets into pre-set buckets, the focus is on achieving the fund's investment goal. While QIC ...