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Showing 1031 - 1040 of 4032 results for "Personal"

Douugh rolls out robo-advice

ANNABELLE DICKSON  |  WEDNESDAY, 25 AUG 2021
The Australian fintech launched an integrated robo-advice service for its US customers, while its current Australian robo-adviser will shortly fold into this offering. Douugh Wealth Portfolio Jars combine technology and human expertise to allow its ...

BNZ chief executive moves back to NAB

ANNABELLE DICKSON  |  WEDNESDAY, 25 AUG 2021
The big four bank appointed the Bank of New Zealand (BNZ) chief executive to group chief digital, data & analytics officer and named her replacement. Angela Mentis will report to NAB Group chief executive Ross McEwan and will deliver digital products ...

Westpac cops $10.5m fine

ANNABELLE DICKSON  |  TUESDAY, 24 AUG 2021
... pay a $10.5 million fine after the High Court's decision that found two Westpac subsidiaries provided unlicensed personal financial advice. Westpac Securities and BT Funds Management were found to have breached their best interests duty when providing ...

North educational hub registers 5000 users

KARREN VERGARA  |  MONDAY, 23 AUG 2021
... has held seven education series and over 70 webinars covering more than 25 topics. The topics cover professional and personal development, including practice management, personal wellbeing and resilience, investment, client engagement, technical strategies ...

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 ...