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Showing 51 - 60 of 2047 results for "Insight"

CFS strengthens managed accounts menu

RIDDHIMA TALWANI  |  TUESDAY, 28 JUL 2026
... 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 ...

Special Feature: Beyond safekeeping

BRENDAN SWIFT  |  MONDAY, 27 JUL 2026
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 ...

La Caisse backs GO.FARM in $330m farmland push

VINNY VUCAGO  |  FRIDAY, 24 JUL 2026
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 ...

Acclaim Wealth makes C-suite appointment in newly created role

MATTHEW WAI  |  THURSDAY, 23 JUL 2026
... 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 ...

NGS Super names head of strategy

MATTHEW WAI  |  FRIDAY, 17 JUL 2026
... 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 ...

Former T. Rowe Price distribution head finds new role

MATTHEW WAI  |  FRIDAY, 17 JUL 2026
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 ...

AusFood Super looks to revitalise member engagement

MATTHEW WAI  |  WEDNESDAY, 15 JUL 2026
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 names former Perpetual chief as chair

RIDDHIMA TALWANI  |  TUESDAY, 14 JUL 2026
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 launches AI integration

VINNY VUCAGO  |  FRIDAY, 10 JUL 2026
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 ...

Zenith snags mandate from Granite Bay

MATTHEW WAI  |  FRIDAY, 10 JUL 2026
... 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 ...