Search Results | Showing 51 - 60 of 2047 results for "Insight" |
| | | ... client outcomes. "This includes enhancements to its digital reporting hub, with new features providing deeper portfolio insight, including a market-leading portfolio comparison tool, enhanced search and filtering capabilities, and flexible new ways for ... |
| | | | Bigger funds demand bigger capabilities. As Australia's super sector moves towards the trillion-dollar era, custodians are stepping out of the shadows and into a more strategic role, with data stewardship, private markets expertise and AI capability ... |
| | | | Canadian institutional investor La Caisse has partnered with Australian agricultural investment manager GO. FARM to launch a $330 million investment platform targeting permanent horticulture assets, underscoring growing institutional demand for Australian ... |
| | | | ... opportunity to work closely with advisers across the country and understand what they need from a platform partner. That insight will continue to guide how we evolve our operations, enhance service delivery and support advisers to grow their business ... |
| | | | ... with the fund's focus on future strategies. "Nick brings a rare combination of deep retirement expertise, strategic insight and a strong understanding of the regulatory and industry environment in which super funds operate," Minney said. "The appointment ... |
| | | | After a four-month hiatus, the sales director is now calling Evidentia Private, the private wealth arm of Evidentia Group, home. Former T. Rowe Price head of intermediary sales for Australia Jonathon Ross has joined Evidentia Private as principal, private ... |
| | | | The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members. Australian Food Super will be the first fund to implement InvestStream's ... |
| | | | Entireti has named a former chief executive of Perpetual as chair of its board. Geoff Lloyd will replace Ray Miles who has served as chair since 2009 and will remain on the board as a non-executive director. Lloyd previously served as chief executive ... |
| | | | HeirWealth has launched a Model Context Protocol (MCP) server allowing financial advisers, accountants and family offices to query consolidated client wealth data through artificial intelligence assistants such as ChatGPT and Claude. The Australian ... |
| | | | ... multi-generational families," Granite Bay said. "Known for his disciplined, client-first approach, Axel combines strong market insight with tailored, practical advice to support clients across long-term wealth creation, preservation and intergenerational ... |
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