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FEATURE | Retirement | A layer of confidence

MATTHEW WAI  |  THURSDAY, 16 JUL 2026
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 ...

First Mutual unregistered MIS wound up

KARREN VERGARA  |  WEDNESDAY, 15 JUL 2026
... 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 ...

Special Feature: Rewarding patient capital

PENNY PRYOR  |  TUESDAY, 14 JUL 2026
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 ...

Super funds fail customer service test: SCA

KARREN VERGARA  |  TUESDAY, 14 JUL 2026
... 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.

Traditional investing principles unsuitable in decumulation: Research

KARREN VERGARA  |  MONDAY, 13 JUL 2026
... 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 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 ...