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Showing 1001 - 1010 of 3998 results for "Personal"

ASIC takes property development group to court

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
... managed investment scheme. Some $11.3 million was raised from the investors, some of which ASIC alleges was used for personal use by the defendants. The Australian Federal Police and ASIC executed search warrants on a residential premise and business ...

How wealthy families protect assets no matter what

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 AUG 2021
... Lesperance & Associates managing director David Lesperance, and Walkers Private Capital partner Rupert Morris. Sharing his personal experience, McLeod said that over years of working with wealthy families globally he has observed that asset protection ...

Abrdn acquires robo-adviser

ANNABELLE DICKSON  |  WEDNESDAY, 11 AUG 2021
... investment styles, themes and pre-defined strategies such as emerging markets. Exo Investing will complement Abrdn's Personal vector capabilities, including open banking insights, simple risk-rated savings, financial advice and now digitally driven wealth ...

ROAR launches interactive SOA tool

KARREN VERGARA  |  TUESDAY, 10 AUG 2021
Financial planning technology firm ROAR Software has launched a Statement of Advice solution that comes with a human avatar. DynamicDocs, launched in partnership with customer engagement video software platform HumanableCX, converts Word-based SOAs ...

Clime ousts Schafer

KARREN VERGARA  |  MONDAY, 9 AUG 2021
... Clime. It appears that the extraordinary general meeting was called not in the best interest of shareholders but for very personal reasons. It was embarrassing that the chair at the meeting, John Abernethy, refused to answer almost every question put ...

Schroders APAC co-head departs

ANNABELLE DICKSON  |  THURSDAY, 5 AUG 2021
... portfolios towards real assets such as private equity, infrastructure, and private debt which in turn has influenced his personal investments. "Having had worked with clients on the complexities involved in their portfolios I can see that these assets ...

Evalesco acquires boutique firm

ANNABELLE DICKSON  |  THURSDAY, 5 AUG 2021
... at TAL and Asteron Life. De Minaur was previously a financial adviser at NAB Private and Eluvia Financial Services. "Personal insurance has always been an important focus for our business. As we've grown, and now with the inclusion of the Noall & ...

New AIA advice unit names chief executive

KARREN VERGARA  |  FRIDAY, 30 JUL 2021
... and terminated Financial Wisdom. AIA Financial Wellbeing will operate under a separate AFSL to AIA Australia, offering personal advice to customers of CBA with life insurance and wealth needs. Advice will be provided by salaried advisers and AIA will ...

Broken advice industry shuns everyday Aussies: AFA

KARREN VERGARA, ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
... clients are losing their financial adviser. Financial advice is a people business helping the clients to understand the personal and financial goals... The increase in compliance burden means that they are spending less time now with their clients," ...

Commonwealth FP under review, partially offloaded

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
... arrangement for life insurance to AIA. AIA's new advice business will be called AIA Financial Wellbeing and offer personal advice to customers of the bank with life insurance and simple advice needs, the insurer said. The advice will be provided ...