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Showing 1 - 10 of 4374 results for %22UK model%22

Poor investment governance costly for asset owners, members: KPMG, Frontier

ANDREW MCKEAN  |  WEDNESDAY, 1 MAY 2024
Most asset owners estimate that poor investment governance could increase portfolio costs by 1% or more annually, according to a joint report by KPMG and Frontier Advisors. The report, which surveyed 22 asset owners in the local investment industry ...

Franklin Templeton to build advanced financial AI platform

ELIZA BAVIN  |  WEDNESDAY, 1 MAY 2024
... transformation at scale. This new AI platform will be built using Microsoft Azure AI services including Azure OpenAI Service (GPT-4 model), Azure AI Search, and Azure AI Document Intelligence. Franklin Templeton said the first potential benefit would ...

AMP Advice partners with BlackRock and Lonsec

ELIZA BAVIN  |  TUESDAY, 30 APR 2024
... of multi-asset investment strategy Katie Petering said BlackRock was excited to work with AMP and Lonsec to build a new model portfolio solution to enhance how AMP and North serves advisers. "By drawing on the breadth of our global platform, Australia ...

How to win in today's wealth management industry: EY

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
To outperform in the wealth management industry, leaders must conquer several "underlying challenges" by 2030, according to an Ernst & Young (EY) report. "Overcoming these challenges is vital if wealth managers are to create value for clients, stakeholders ...

FSC expands financial advice membership

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... Fortnum Private Wealth, Infocus, Otivo, Rhombus Advisory, and WT Financial Group have joined FSC's new initiative. This new model of engagement will see the licensees contribute to the FSC's policy development processes. FSC chief executive Blake Briggs ...

T. Rowe Price appoints local operations chief

ELIZABETH FRY  |  FRIDAY, 19 APR 2024
... us drive operational excellence in a complex data environment while keeping the region connected in our global operating model." T. Rowe Price's head of APAC distribution Elsie Chan also welcomed Chamberlain to the role and said his appointment reflected ...

intelliflo adds SMSF cashflow modelling capabilities

JAMIE WILLIAMSON  |  THURSDAY, 18 APR 2024
... modelling for clients SMSFs, or who are considering establishing one. Advisers can now create and test scenarios to create a model of an SMSF and illustrate what outcomes can be achieved with an SMSF, intelliflo said. It said this is the first in a planned ...

Two new ETFs for Franklin Templeton

KARREN VERGARA  |  MONDAY, 15 APR 2024
Franklin Templeton has launched actively managed global equity and fixed income exchange-traded funds (ETFs) on the ASX today. The Franklin Global Growth Fund (FRGG) invests in companies operating in developed and emerging markets from around the world ...

Superhero introduces $2 brokerage

KARREN VERGARA  |  MONDAY, 15 APR 2024
... and scale efficiencies the platform has achieved since it launched in 2020. "Superhero leverages a sophisticated omnibus model for its online trading platform, typically reserved for major institutions, which streamlines operations and reduces costs ...

'Licensee for hire' fined $1.25m by court

JAMIE WILLIAMSON  |  THURSDAY, 11 APR 2024
... provided under the licence were done so efficiently, honestly and fairly. ASIC said Lanterne operated a 'licensee for hire' model. At the time, Lanterne authorised over 60 corporate authorised representatives (CAR) and, under them, 205 authorised representatives. ...
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