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| | | Pounded by the continued rise in the cost of living and extended life expectancy, many Australians are growing more concerned about how they will retire when they reach that age. And this concern will likely persist as the proportion of the population ... |
| | | | ... that were much higher than those rates offered by commercial deposit taking financial institutions," Deloitte's report read. It was also advertised as an "active investor and shareholder" with funds being used by FMPE to make its own investments ... |
| | | | Co-investments and the secondaries market are driving a fresh wave of private equity deals, with super funds emerging as major players, but in a tougher, slower season for the asset class, endurance is key. Investors looking at private equity for the ... |
| | | | ... as in superannuation, each interaction can become a moment that matters in competitive differentiation," SCA's report read. Team Super declined to comment for this article. |
| | | | ... mode. Standard deviation, for example, treats upside and downside volatility as equally bad, which they are not," the paper read. "A portfolio that occasionally surges and a portfolio that occasionally crashes may have identical standard deviations ... |
| | | | 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 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 ... |
| | | | 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 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 ... |
| | | | ... 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 ... |
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