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Showing 11 - 20 of 3860 results for "Read"

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 ...

MaxCap hires from Vanguard, AustralianSuper

MATTHEW WAI  |  FRIDAY, 10 JUL 2026
MaxCap has welcomed two senior directors, including a portfolio manager from Australia's largest super fund, reporting to the recently named chief executive Kylie Robb. Based in Melbourne, Greg Wilkinson has joined as head of investment management while ...

Advice veteran's exit creates $1bn Tassie wealth group

KARREN VERGARA  |  WEDNESDAY, 8 JUL 2026
Mancell Financial Group (MFG) founder Peter Mancell has retired as a financial adviser after 46 years, selling the business he built to pave the way for a $1 billion wealth management firm in Tasmania. Mancell officially stepped away as an adviser and ...

AUSIEX launches cash account for advisers

RIDDHIMA TALWANI  |  TUESDAY, 7 JUL 2026
AUSIEX has launched a cash account to help financial advisers manage client cash seamlessly alongside trading accounts. The account is designed to simplify and streamline cash management, accelerate funding and settlement, improve visibility and control ...

ICS secures mandate for UK specialist fund manager

MATTHEW WAI  |  TUESDAY, 7 JUL 2026
... and operations teams to query their live, governed data in plain language, with every interaction logged, traceable, and read-only, it explained. Commenting, Impax Asset Management global chief operating officer Darren Johnson said the platform will ...

Retirement confidence slides in Australia

VINNY VUCAGO  |  MONDAY, 6 JUL 2026
Australians are feeling less confident about retirement, with retiree confidence and pre-retirement preparedness falling sharply over the past six months. New research from Brighter Super found cost-of-living pressures, market volatility and global ...

ETF adoption hits 'meaningful threshold' among SWFs

KARREN VERGARA  |  TUESDAY, 30 JUN 2026
... reflecting the way most funds use ETFs: to manage exposures efficiently around the edges of a more complex portfolio," the report read. Passive equity and fixed income ETFs are "by some distance" the most popular strategies. One participant from APAC ...

Sovereign wealth funds ramp up direct private investments

RIDDHIMA TALWANI  |  THURSDAY, 25 JUN 2026
... reliance on general partners (GPs) as they develop their own portfolio management and value-creation capabilities," the report read. The report noted at the start of the transition, SWFs leveraged limited partnerships to invest in funds managed by others. ...

FEATURE | Member engagement | On the ball

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
... University classified the engaged versus non-engaged as "insiders" and "outsiders" respectively. Outsiders typically do not read statements or understand investment options and fees. They do not make efforts to calculate their retirement needs, like ...

Federal Court calls out ASIC for re-running case on appeal

RIDDHIMA TALWANI  |  MONDAY, 22 JUN 2026
... [HCF Life] legitimate interest in mitigating the risk of anti-selection behaviour by prospective insureds," the judgement read. "While there were equally practicable alternatives to the pre-existing condition terms, those alternatives would not result ...