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Showing 1041 - 1050 of 3999 results for "Personal"

AWS swaps to boutique licensee

ANNABELLE DICKSON  |  TUESDAY, 22 JUN 2021
... sophisticated and mature client - many of whom reside interstate and overseas but still demand the highest standards of personal and accessible advisory services," he said. Under the ASVWFS licence, AWS will have access to financial and lifestyle services ...

AAT dismisses adviser ban appeal

KARREN VERGARA  |  THURSDAY, 17 JUN 2021
... banned from the industry in 2017 after an ASIC investigation found that he funneled clients' advice fees into his personal bank account and then deducted platform and financial product fees to repay RI Advice. The Administrative Appeals Tribunal ...

PRI chief executive resigns

ELIZABETH MCARTHUR  |  TUESDAY, 8 JUN 2021
... that being in London, away from her home country of Australia, during her time leading the PRI has been challenging on a personal level. "The COVID-19 pandemic has made this more difficult in many ways, particularly with the ongoing closure of borders ...

Aussies lose $328m to investment scams

KARREN VERGARA  |  MONDAY, 7 JUN 2021
... and identity theft were the main scam categories, often involving the impersonation of government agencies to obtain personal information or demand money.

Forex CT cops $20 million fine

ANNABELLE DICKSON  |  WEDNESDAY, 2 JUN 2021
... financial services were provided efficiently, honestly and fairly and acting in the best interests of clients when providing personal advice. ASIC said Yoshai created a trading floor culture akin to The Wolf of Wall Street where a bell was rung when ...

Russell wins mandates worth $285m

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
... these mandates underline the importance of transitioning towards a superannuation system that puts real member goals and personal funded status at the centre of the super experience." GoalTracker launched in October 2020, enabling members to select the ...

Platinum launches investment bond

KANIKA SOOD  |  TUESDAY, 1 JUN 2021
... holder of the obligation of including it on their annual tax return. Withdrawals after 10 years don't incur additional personal income tax subject to other conditions. They also don't incur capital gains tax when the ownership of the bond is changed ...

Rest hires from QSuper

KANIKA SOOD  |  MONDAY, 31 MAY 2021
... will be a valuable addition to Rest's executive leadership team as we continue to help our members achieve their personal best retirement outcome." Rest has made multiple hires this year, including on its investment and workplace superannuation teams. ...

Former adviser charged with $3.3m fraud

KARREN VERGARA  |  THURSDAY, 27 MAY 2021
... investigation that took a week, I sacked him. He had worked for us for 10 years." Hooper added that Fineff entered into personal loans with a number of people, some of whom were clients. "No client accounts were breached. The lenders transferred money ...

Link moves to streamline super fund advice

ELIZABETH MCARTHUR  |  THURSDAY, 27 MAY 2021
... partnership aimed at streamlining financial advice for superannuation fund members. Link will combine its services with personal financial management tool Moneysoft for a new offering will be available to all super funds that are Link Advice clients ...