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Showing 91 - 100 of 3990 results for "Personal"

More than 2000 advisers at risk as deadline looms

JAMIE WILLIAMSON  |  MONDAY, 1 DEC 2025
... pathway. However, the balance - 2326 advisers - have yet to meet the qualifications standard required to continue providing personal financial advice from 1 January 2026. Of these, 836 may be eligible for the experienced provider pathway but their licensee ...

Capital Haus acquires Adelaide advice firm, FUM to exceed $1bn

MATTHEW WAI  |  MONDAY, 1 DEC 2025
... asset manager, Capital Haus said. Both Baker Young and Capital Haus' existing clients will continue to work with the same personal advisers and service model. A new service for ultra-high-net-worth (UHNW) clients, Baker Young Private, will also be launched ...

Super funds lagging RIC obligations: Pulse Check

ELIZA BAVIN  |  WEDNESDAY, 26 NOV 2025
ASIC and APRA have released the findings of the 2025 Pulse Check on retirement income covenant (RIC) implementation, painting a fairly dire picture of how super funds are understanding and meeting member needs. While the regulators said some improvements ...

CalSTRS secures US$190m settlement against Meta

JAMIE WILLIAMSON  |  TUESDAY, 25 NOV 2025
... was filed following the Cambridge Analytica scandal. Cambridge Analytica accessed tens of millions of Facebook users' personal data to target messages on behalf of its clients throughout the 2016 US Presidential election. CalSTRS was the co-lead plaintiff ...

Entireti partners with Striver to shore up talent

ANGELIQUE MINAS  |  TUESDAY, 25 NOV 2025
... streamline high quality graduates and job seekers into the Entireti's network of member firms, including Akumin, Fortnum and Personal Financial Services (PFS). The collaboration also leverages Striver's technology platform which features a range of education ...

Mason Stevens secures mandate from UHNW advisory

ELIZA BAVIN  |  TUESDAY, 25 NOV 2025
Mason Stevens has partnered with independent advisory firm GloryHouse - headed by Morgan Stanley alum Garth Hu - which will leverage Mason Stevens' platform for its investment management and client services. The partnership represents a significant ...

AMP launches new digital financial advice tools

ANGELIQUE MINAS  |  FRIDAY, 21 NOV 2025
AMP has launched a series of new digital advice solutions to provide members with personalised retirement plans. The recent enhancements include streamlined access to three new retirement sub-journeys and a retirement planner. Through the new digital ...

IFM head of global real estate resigns

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025
Chris Chapple, head of global real estate at IFM Investors, is leaving the asset manager to pursue other opportunities. The industry fund-owned investment manager said Chapple had decided to resign after finalising the integration of the ISPT and IFM ...

Magellan global equities lead exits amid investigation

JAMIE WILLIAMSON  |  THURSDAY, 20 NOV 2025
... to qualm negative publicity on Magellan's underperformance, relatively high fee rates, and [Hamish] Douglass' personal issues have been less robust than we hoped," Morningstar said. "Should this persist, the negative hit to net flows, fee margins ...

Prevention of Shield, First Guardian-like events the focus from here on: Mulino

MATTHEW WAI  |  THURSDAY, 20 NOV 2025
... excluding Shield and First Guardian. In total, the initial estimate for FY27 is $137.5 million. A revised estimate of the personal financial advice sector's levy will be provided in June 2026 as it exceeds the $20 million sector cap, which may well ...