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Infinity AM wins SMID fund mandate

KARREN VERGARA  |  MONDAY, 20 JUL 2026
... sensitive nature of small capitalisation securities and the risk of adverse market impact from advance disclosure." The fund now has a new investment objective and benchmark - it aims to outperform the S&P/ASX Mid Small Cap Index over rolling three-year ...

Aussies ditch 'Great Australian Dream,' pursue 'Great Australian Lifestyle'

KARREN VERGARA  |  FRIDAY, 17 JUL 2026
... milestone into a more holistic view of financial freedom across a lifetime. The report found Australians' top life aspirations are now financial independence (54%) and having enough money to retire comfortably (54%), prompted by a "pragmatic response ...

Treasury expects regulators to do the heavy lifting

MATTHEW WAI  |  FRIDAY, 17 JUL 2026
... growing our economy while preserving financial stability and consumer protections are high priorities for the government and now, they'll be reflected more prominently in the work of the regulators too."

SS&C axes jobs, shifts roles offshore

RIDDHIMA TALWANI  |  FRIDAY, 17 JUL 2026
... puzzling to think that SS&C Technologies bought half off Insignia Financial last year to get a toehold on Australian finance and now, less than a year later, they are abandoning this country in favour of Asian countries known for their poor pay and conditions." ...

arcpoint OCIO adopts dual chief investment officer model

RIDDHIMA TALWANI  |  FRIDAY, 17 JUL 2026
... portfolio construction tools. It has been very well received." arcpoint noted both appointments reflect that market regimes now change faster than most portfolios were built to absorb, and dynamic asset allocation is increasingly the difference between ...

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 ...

Netwealth posts record FUA as managed accounts top $30bn

VINNY VUCAGO  |  THURSDAY, 16 JUL 2026
... 182,276. Netwealth also expanded its managed account offering, adding 25 new models during the period with managed accounts now representing 22.5% of total FUA. During the quarter, the company rolled out its wholesale Netwealth Private offering and launched ...

Igneo opens private infrastructure strategy to advised investors

VINNY VUCAGO  |  THURSDAY, 16 JUL 2026
... Australian advised retail and wholesale investors will be able to access Igneo's private infrastructure capability, which has until now been available exclusively to institutional clients. The strategy invests across sectors including renewable energy ...

Solaris wins mandate from Mercer Investments

KARREN VERGARA  |  THURSDAY, 16 JUL 2026
... becoming one of the managers of an Australian shares strategy. Mercer's Australian Shares Fund for Tax Exempt Investors now has Ausbil Investment Management, Plato Investment Management, Macquarie Investment Management and Solaris as investment managers. ...

ASIC seeks to wind up Capital Guard AU

KARREN VERGARA  |  WEDNESDAY, 15 JUL 2026
... 2017, however the previous financial services business was sold in 2024 to its current management. Capital Guard's website is now inactive. Victims on customer review platform Trustpilot wrote they cannot contact their Capital Guard account managers ...
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