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Showing 201 - 210 of 2042 results for "TAI"

Otivo launches AI-powered advice tool

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
Otivo has launched a new AI-powered advice tool that will give Australians "licensed financial advice" named Ask Otivo. The digital advice platform said the two-way, real-time advice tool is Australia's first AI-powered platform that will provide personalised ...

Active Super PM opens asset consultant

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
Active Super senior portfolio manager Ken Pholsena has launched an asset consultancy to help wholesale clients fine-tune their investment strategies across multiple asset classes. Pholsena spent 16 years at Active Super and its predecessor the Local ...

JANA hires Mercer principal

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
JANA Investment Advisors has welcomed a new senior investment consultant to bolster its wealth business. The consultant said David Wilson's appointment reflects the increasing demand for sophisticated investment solutions in the wealth sector. As ...

CFS Edge, North enhance platform capabilities

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
Colonial First State (CFS) and AMP have announced updates to their respective managed accounts (MAs) platforms - CFS Edge and North - bringing new international investment options and technological advancements. The CFS Edge platform has expanded its ...

HeirWealth expands with private office partnership

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
Australian wealthtech platform HeirWealth - launched in May last year - has announced a new partnership with HTL Private Office, expanding its offering to advisers and high-net-worth (HNW) clients. HeirWealth provides asset analysis spanning 40 different ...

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
New research from State Street Global Advisors and Investment Trends shows about 59% of Australian financial advisers are now using managed accounts (MAs), as performance remains the top criteria for advisers. According to the SPDR ETFs / Investment ...

Partners Group buys local data centre operator

MATTHEW WAI  |  MONDAY, 10 MAR 2025
Partners Group, housing over US$150 billion assets under management, is set to acquire an Australian data centre provider, investing up to $1.2 billion to spearhead "next generation" platforms across Australia. The firm has agreed to acquire GreenSquare ...

Beware creep of cancel culture into super fund governance: Lawyer

ANDREW MCKEAN  |  FRIDAY, 7 MAR 2025
The prudential regulator is calling for the consideration of perceived conflicts of interest and reputational risks when appointing directors, and while it's easy to think of cases where this would be appropriate, Gilbert + Tobin partner Luke Barrett ...

JBWere nabs duo from Perpetual

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
The private wealth firm has snapped up two staffers from Perpetual - a senior wealth adviser and director of philanthropic services. Before joining JBWere, David Hurley was an associate Partner at Perpetual for more than seven years, providing investment ...

Large financial firms falling behind on AI adoption

ELIZA BAVIN  |  THURSDAY, 6 MAR 2025
As artificial intelligence (AI) continues to rise, larger financial firms are lagging small and medium sized businesses when it comes to adoption, according to Evolved.AI chief executive Mike Kollo. Kollo - who is in Sydney preparing to present at the ...