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Showing 1091 - 1100 of 3999 results for "Personal"

ASIC extends advice relief measure

KARREN VERGARA  |  THURSDAY, 15 APR 2021
... measure helpful. The temporary measure was introduced in April 2020. ROAs can replace SOAs for existing clients whose personal situations have changed due to COVID-19, and if the client sees advisers from the same licensee or practice, but not their ...

Tech, behavioural science to engage clients

ANNABELLE DICKSON  |  WEDNESDAY, 14 APR 2021
Wealth managers and financial advisers are encouraged to use technology and behavioural tools to assist clients in making better financial decisions, according to behavioural finance experts. Oxford Risk said blending technology and behavioural science ...

Honan launches reinsurance offering

ELIZABETH MCARTHUR  |  WEDNESDAY, 14 APR 2021
... industry leader," Honan Insurance Group executive chair Damien Honan said. "The establishment of Honan Re has also been a personal goal of mine, to build a reinsurance team to support the wider Honan group since we commenced operations in Singapore in ...

Fidelity Investments to hire 1000 advisers

KARREN VERGARA  |  TUESDAY, 13 APR 2021
... centers to ensure continued success in meeting growing customer demand," Fidelity said. Fidelity Investments president of personal investing Kathleen Murphy said many of the roles offer flexibility to work remotely. "We continue to have very strong growth ...

Implemented Portfolios adds to team

ANNABELLE DICKSON  |  THURSDAY, 8 APR 2021
The managed discretionary account operator has made a key appointment to its portfolio management team and two hires for a newly created role in its distribution team. Anton Hermanto has been appointed as custody and administration manager and joins ...

Link Group announces new partnership

ELIZABETH MCARTHUR  |  WEDNESDAY, 7 APR 2021
... super clients on ways to make sure their members are retirement ready. The partnership provides access to affordable personal financial advice so that super fund members can seek advice specifically on retirement issues. The Retirement Essentials service ...

Aussies to lose $100m to fraudsters

KARREN VERGARA  |  THURSDAY, 1 APR 2021
... the ad link, they are taken to a fake investment comparison website with a name like "Investment Compare". Investors' personal information including identification and bank details, followed by in-person contact and provision of a fake Vanguard prospectus ...

Chief economist update: Chinese manufacturing ramps up

BENJAMIN ONG  |  THURSDAY, 1 APR 2021
... trade account also benefitted even when covid-19 was eating through the economies of other countries, exporting masks and personal protective equipment (PPE) to them. These recent data confirm expectations for strong growth in the Chinese economy this ...

Vanguard targeted in bond fund scam

KANIKA SOOD  |  WEDNESDAY, 31 MAR 2021
... they are taken to a fake investment comparison website with a name like "Investment Compare". "[The scammers] collect personal information including identification and bank details, followed by in-person contact and provision of a fake Vanguard prospectus ...

DDO to simplify general, personal advice

ANNABELLE DICKSON  |  TUESDAY, 30 MAR 2021
... implications for product providers and financial advisers when distributed under a general advice model compared to a personal advice model. "For example, one of the requirements under DDO is to take reasonable steps to distribute a product to its target ...