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Showing 1 - 10 of 2121 results for "MAX"

Swyftx confirms executive line up

MATTHEW WAI  |  THURSDAY, 3 SEP 2026
Swyftx has confirmed its leaders, including its chief executive who served as the managing director at Lazard for nearly a decade previously. Andrea Yuen has stepped into the role of chief executive, while Cathryn Lyall has become the chair after acting ...

APG tops up MaxCap mandate

KARREN VERGARA  |  TUESDAY, 1 SEP 2026
APG Asset Management has topped up its mandates with MaxCap, deploying another $557 million ($US400m) to invest across Australian real estate. The discretionary mandate will continue to invest in first-mortgage loans across all real estate sectors with ...

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
Consider a situation where a financial adviser believes an investment is no longer suitable for their clients. Perhaps a fund manager is underperforming or a stock held directly by clients needs to be sold. In the past, advisers would often have to ...

Mulino brings New Class of Advisers to life, guarantees fairer CSLR funding

KARREN VERGARA  |  WEDNESDAY, 19 AUG 2026
Assistant treasurer Daniel Mulino will forge ahead with the New Class of Advisers (NCAs) as part of highly anticipated Delivering Better Financial Outcomes (DBFO) reforms and laid out a blueprint of how the Compensation Scheme of Last Resort (CSLR) ...

Perennial expands resources investment universe

RIDDHIMA TALWANI  |  MONDAY, 17 AUG 2026
Perennial Partners has launched the Perennial Global Resources Trust, expanding its resources investment capability from just Australia into global markets following the closure of its Perennial Strategic Natural Resources Trust to new investors. The ...

FEATURE: Cryptocurrency, control and confidence

VINNY VUCAGO  |  SATURDAY, 15 AUG 2026
For much of Australia's compulsory superannuation era, investing for retirement has been built on a quiet understanding: contribute consistently, trust professional fund managers and allow time to do the work. For a growing number of younger Australians ...

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 ...

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 ...
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