TAL expands Microsoft partnership to accelerate digital transformation and uplift AI skills

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TAL has announced an ambitious expansion of its strategic partnership with Microsoft, marking the Australian life insurer’s largest ever technology deal. The new five-year agreement will accelerate TAL’s advanced cloud... Read more continue reading

intelliflo streamlines client engagement with new direct messaging features

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intelliflo, the global cloud-based technology solution for financial advisers, has introduced a suite of new communication enhancements designed to help advisers engage clients more effectively, streamline interactions, and capture responses quickly and... Read more continue reading

Citi extends partnership with Hostplus to provide custodial and fund services

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Citi Services has announced it has won a mandate to provide custodial and fund services to superannuation fund Hostplus in a five-year contract extension. Citi was the incumbent party in... Read more continue reading

Zenith Investment Partners assigns LGT Capital Partners’ multi-alternatives and semi-liquid private equity funds the highest possible rating

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Zenith Investment Partners (Zenith) has conducted its annual review of the Australian fund management industry and assigned the LGT Multi-Alternatives Australia Fund (LMAAF) a “Highly Recommended” rating for the fourth... Read more continue reading

Axight acquires stake in La Trobe Financial from Brookfield

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Axight, an Asia-focused private equity investment manager, has agreed to acquire a significant minority stake in La Trobe Financial, an Australia-based alternative asset manager, from Brookfield’s private equity business. The... Read more continue reading

Esencia Wealth expands into Queensland with a multi-merger

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Leading Australian advice firm Esencia Wealth has announced its expansion into Queensland, merging with two financial advice firms and adding approximately 300 clients to its growing portfolio. The company recently... Read more continue reading

HESTA announces CEO appointment

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The HESTA Board has announced the appointment of Robbie Campo as CEO of the $100 billion profit-to-members industry fund, effective August 2026[1]. HESTA Chair Nicola Roxon congratulated Ms Campo on... Read more continue reading

National vacancy rate falls to 1% – rental pressures persist as national asking rents rise 5.9% annually

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SQM Research has released its latest data on residential property vacancy rates. Australia’s national residential vacancy rate fell to 1.0% in March 2026, down from 1.1% in February. The total... Read more continue reading

AZ NGA bolsters Tasmanian footprint with Foundation Wealth Advisers acquisition

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Advice platform, AZ NGA, has accelerated its expansion into Tasmania, completing the full acquisition of Hobart-based financial advisory firm Foundation Wealth Advisers (FWA). Founded in 1992, FWA specialises in strategic... Read more continue reading

Spheria Asset Management launches its Australian Smaller Companies Fund on the ASX as an Active ETF

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Spheria Asset Management is pleased to announce the Spheria Australian Smaller Companies Fund will soon be accessible as an Active ETF, quoted on the Australian Securities Exchange. The Spheria Australian... Read more continue reading