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Showing 1041 - 1050 of 4032 results for "Personal"

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 ...

Vale Murray Wyatt

JAMIE WILLIAMSON  |  TUESDAY, 27 JUL 2021
The long serving chair of wealth management firm Morrows is being remembered for his larger-than-life personality and generous spirit following his sudden passing last week. Tributes are flowing for Morrows chair and director Murray Wyatt, who passed ...

ASIC industry levy to increase

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... 27% more than the prior corresponding figure of $56.189 million. The new costs are applicable to licensees that provide personal advice to retail clients on relevant financial products. ASIC calculates a different levy for advisers who provide retail ...

ASIC prepares licensees for reference checks

KARREN VERGARA  |  WEDNESDAY, 21 JUL 2021
... unresolved inquiries or investigations a candidate is involved in, and the results of compliance audits that relates to personal advice provided by the candidate. Commissioner Kenneth Hayne found that AFLSs did not do enough to communicate among themselves ...

BlackRock hits US$9.5tn milestone

KARREN VERGARA  |  FRIDAY, 16 JUL 2021
BlackRock's assets under management reached a record US$9.5 trillion ($12.8tn), cementing it further as the world's largest fund manager. The June quarterly update showed exchange-traded funds continue to be a driving force for the fund manager ...

ROA relief guidance released

KARREN VERGARA  |  FRIDAY, 16 JUL 2021
... COVID-19, in place of the Statement of Advice. The ROA must have a brief explanation of changes in the client's relevant personal circumstances as a result of the pandemic. It must also have a brief recommendation and the reasons for such recommendations. ...

Vanguard lowers platform fees

ANNABELLE DICKSON  |  MONDAY, 12 JUL 2021
Vanguard has made changes to the fees on its Personal Investor platform and introduced a brokerage fee for all listed investments. From August 18 the investment manager will remove the account fee for Vanguard ETFs, managed funds as well as the cash ...