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Showing 1 - 10 of 1229 results for "Tailor"

Super system to hit $12.4tn by 2045

VINNY VUCAGO  |  TUESDAY, 30 JUN 2026
... are approaching or are in retirement, as it will not be easy for most members to navigate the complexity on their own to tailor their own portfolio of products and settings to meet their individual needs," he said. The report also identifies digital ...

FSC links active super choices to stronger retirement outcomes

VINNY VUCAGO  |  FRIDAY, 26 JUN 2026
Australians who actively engage with their superannuation and seek financial advice could significantly improve their retirement outcomes, according to new research commissioned by the Financial Services Council (FSC). The research, conducted by NMG ...

Product showcase: Reframing financial advice

THE FINANCIAL STANDARD TEAM  |  MONDAY, 15 JUN 2026
... simultaneously. "If they preference one profile, they disadvantage another," Laver says. Generation Life, by contrast, can tailor decisions to improve individual after-tax outcomes. "We know the tax consequences for most of our investors of every trade ...

T. Rowe Price names head of intermediary for Australia

MATTHEW WAI  |  WEDNESDAY, 10 JUN 2026
T. Rowe Price has appointed a head of intermediary for Australia, following a three-month absence in the role after Jonathan Ross' departure in March. Heath Branigan has assumed the role at the beginning of the month, now reporting to head of Asia ...

HESTA extends decades-long partnership with J.P. Morgan

MATTHEW WAI  |  TUESDAY, 9 JUN 2026
J.P. Morgan will continue to deliver custodial and fund services for the $102 billion super fund for a further five years, extending their partnership to more than 30 years. The reappointment followed an independent review and will see J.P. Morgan continuing ...

J.P. Morgan AM awarded fresh portfolio structuring mandate

MATTHEW WAI  |  TUESDAY, 2 JUN 2026
J.P. Morgan Asset Management (JPMAM) has secured a mandate to implement portfolio structural capabilities for improved operational and cost efficiency for Findex Group. Findex currently manages approximately $8.5 billion under its managed discretionary ...

LGT bolsters investment bench

VINNY VUCAGO  |  MONDAY, 25 MAY 2026
LGT Wealth Management has expanded its investment leadership team with two senior appointments aimed at strengthening its capabilities across private markets and sustainable investing, as high-net-worth clients increasingly seek more sophisticated and ...

Bell Financial launches Tandem Capital

VINNY VUCAGO  |  WEDNESDAY, 20 MAY 2026
Bell Financial Group has announced the launch of Tandem Capital expanding its platforms division with a new margin lending and at-call investment offering aimed at advisers and their clients. The new business will provide advisers with access to margin ...

Super funds can drive member engagement through insurance: TAL

VINNY VUCAGO  |  MONDAY, 11 MAY 2026
New research from TAL suggests Australians who better understand and engage with their insurance through superannuation are significantly more confident about their financial security if they become unable to work. The study of 2000 super fund members ...

BNP Paribas expands APAC presence with new appointment

ELIZA BAVIN  |  THURSDAY, 7 MAY 2026
BNP Paribas has appointed Gary O'Brien as head of financial intermediaries and corporates (FI&C) client line for securities services in Asia Pacific, effective immediately. Based in Australia, O'Brien will report to Franck Dubois, head of Asia Pacific ...
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