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Showing 1001 - 1010 of 4032 results for "Personal"

Aussies stick with DIY advice

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
... Gori said that Financial Planning Week is about inspiring Australians from all walks of life and ages to consider their personal finances and find out how having a financial plan will give you greater peace of mind and security. "Our research findings ...

Carolyn Colley joins Milford board

ELIZABETH MCARTHUR  |  THURSDAY, 30 SEP 2021
... director, bringing more than 30 years of Australian financial services sector knowledge. Colley was previously head of personal banking at Macquarie Group, chief operating officer of wealth management at St. George Bank, head of BT Wrap at BT Financial ...

Advice group appoints chief executive

JAMIE WILLIAMSON  |  TUESDAY, 28 SEP 2021
... years following the departure of Sarah Abood in October 2019. Abood led the firm for close to a decade before leaving for personal reasons.

Aussies confident about retirement spending: Study

KARREN VERGARA  |  TUESDAY, 28 SEP 2021
... Australia chief executive Sam Hallinan said: "For many, the pandemic has presented an opportunity to recalibrate their personal finances and focus on financial wellbeing and, due to decreased spending on non-essentials, investors around the world have ...

CFS adds to managed account offering

ANNABELLE DICKSON  |  MONDAY, 27 SEP 2021
... account range. The partnership with Lonsec, Morningstar and Zenith launched today with 23 managed accounts the FirstChoice Personal Super and Pension platform with no extra research or portfolio construction costs. The offering includes six risk profiles ...

ASIC clarifies adviser exam obligations

KARREN VERGARA  |  THURSDAY, 23 SEP 2021
... FAQ, ASIC clarifies the definition of an existing and a relevant provider. An existing provider is authorised to provide personal advice to retail clients on relevant financial products at any time between 1 January 2016 and 1 January 2019, and has not ...

Asendium partners with licensee support firm

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
... "managing an unwieldly book of clients" inherited as part of as large licensee structure. "It will be about delivering a more personal and valuable services to clients, and technology allows advisers and their paraplanning teams to create the time needed ...

Hume puts finfluencer followers on notice

KARREN VERGARA  |  TUESDAY, 21 SEP 2021
... awry. However, Hume will not resort to banning such bad advice and "perpetuating a nanny state culture". "I believe in personal responsibility and common sense. For that to work, we must make sure that consumers have access to the information that they ...

ASIC worried about finfluencers

ELIZABETH MCARTHUR  |  TUESDAY, 21 SEP 2021
... advice from a social media influencer, or a finfluencer," Longo said. He added that ASIC is looking into the conflation of personal and general advice in the online influencer space and is concerned about consumers turning to influencers for advice. ...

Former adviser banned after super theft

JAMIE WILLIAMSON  |  FRIDAY, 17 SEP 2021
... made 167 unauthorised transactions, impacting 13 SMSF clients, and to the tune of $2.93 million; used those funds for personal purposes; and made false representations to third parties about the transfers to hide what he'd done. ASIC said he took advantage ...