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Showing 101 - 110 of 6855 results for "CRED"

Briefcase names head of growth

MATTHEW WAI  |  MONDAY, 17 AUG 2026
Briefcase has appointed a new head of growth as it looks to expand its tax-aware direct indexing and ETF model portfolio capabilities for its financial intermediary partners. In this new role, Michael Hasten will work with advisers, family offices ...

A tough year for high-duration bond investors: Morningstar

MATTHEW WAI  |  WEDNESDAY, 12 AUG 2026
New analysis depicted duration as the biggest headwind for bond investors, with both Australian and global bonds labelled as the "laggards" against their peers over the 12 months to June end. Morningstar's Fixed Income Sector Wrap 2026 highlighted ...

L1 Group hires private client lead

KARREN VERGARA  |  TUESDAY, 11 AUG 2026
L1 Group continues its senior executive recruitment drive, appointing a new local head of private clients. Based in Melbourne, Joel Rosen recently joined L1 Group. Private credit fund manager Wingate confirmed Rosen's departure after spending more ...

Former director jailed for misuse of $1.75m

VINNY VUCAGO  |  TUESDAY, 11 AUG 2026
Former Equitable Financial Solutions director Usman Siddiqui has been sentenced to six years and six months' imprisonment for dishonestly using his position as a director and misappropriating company funds. Siddiqui, the former sole director of Equitable ...

Advisers bolster client book amid compliance burden: CoreData

KARREN VERGARA  |  MONDAY, 10 AUG 2026
Financial advice practices are serving more clients, charging higher fees and reporting record levels of satisfaction with their licensees, despite the weight of compliance, according to CoreData. The average number of clients per practice has increased ...

MaxCap taps offshore insto appetite with USD-hedged note

RIDDHIMA TALWANI  |  MONDAY, 10 AUG 2026
MaxCap has launched a USD-hedged currency note that will invest in its flagship real estate credit vehicle, MaxCap Investment Trust (MIT), providing an accessible pathway for global institutional investors. MaxCap said the note reflects growing internationalisation ...

ASIC ramps up enforcement action

VINNY VUCAGO  |  MONDAY, 10 AUG 2026
ASIC has delivered 150 administrative enforcement outcomes in 2025-26, including the removal or restriction of 87 individuals and businesses from providing financial services as the regulator intensifies action against misconduct across the financial ...

Retirement portfolios need a new playbook: Real Asset Management

VINNY VUCAGO  |  MONDAY, 10 AUG 2026
The traditional 60/40 portfolio may no longer provide the protection retirees need, with advisers urged to rethink portfolio construction as market volatility, inflation and longevity risks reshape retirement planning. Speaking at the Advisers Big Day ...

Guardians farewells head of asset allocation

MATTHEW WAI  |  FRIDAY, 7 AUG 2026
The Guardians of NZ Super has named a new head of asset allocation to replace Charles Hyde, who is leaving to take up a role abroad. The manager of the $94 billion NZ super fund has promoted the current head of strategic tilting Alex Bacchus, who will ...

S&P reaffirms Australia's AAA credit rating

VINNY VUCAGO  |  FRIDAY, 7 AUG 2026
Australia has retained its AAA sovereign credit rating form S&P Global, with the ratings agency citing the nations sound fiscal position, modest public debt and strong institutional settings despite heightened global uncertainty. S&P reaffirmed the ...