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Showing 71 - 80 of 1037 results for "Tailor"

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 ...

Soul Patts gives $200m to Pengana offering

CHLOE WALKER  |  WEDNESDAY, 19 APR 2023
Pengana Capital Group (Pengana) and major shareholder Washington H. Soul Pattinson (WHSP) have joined forces to launch a new global credit offering to Australian investors. Already, WHSP has poured $200 million of seed funding into the portfolio, which ...

BlackRock eyes new ETF products

ANDREW MCKEAN  |  TUESDAY, 4 APR 2023
BlackRock is seeking to expand its ETF offerings with its first-ever buffer ETFs. BlackRock submitted a filing to the SEC on March 31 to launch the BlackRock Large Cap Moderate Buffer and BlackRock Large Cap Deep Buffer ETF. The BlackRock Large Cap ...