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Showing 1091 - 1100 of 4032 results for "Personal"

Victoria Devine launches investing platform

ELIZABETH MCARTHUR  |  MONDAY, 24 MAY 2021
Financial adviser and personal finance influencer Victoria Devine is launching a She's on the Money branded investment platform, powered by robo-adviser Six Park. With a minimum investment of $5000, fans of She's on the Money (which has a social media ...

Platform cuts fees

ELIZABETH MCARTHUR  |  MONDAY, 24 MAY 2021
A specialist managed accounts platform has cut the administration fee on its superannuation offering. Wealth02 lowered the admin fee on its Super Simplifier by 3.3 basis points, capping fees at $1760 per member or $3630 across six family members. The ...

Former van Eyk chief charged

JAMIE WILLIAMSON  |  FRIDAY, 21 MAY 2021
... executive of failed van Eyk Research has been charged with four counts of dishonestly using his position within the firm for personal advantage. Mark Thomas appeared in Downing Centre Local Court earlier this week, facing several allegations from ASIC. ...

Pinnacle affiliates reach $85bn AUM

KARREN VERGARA  |  THURSDAY, 20 MAY 2021
... corporate activity and industry fragmentation is hitting both advice and service providers, while switching from retail/personal advice to wholesale licensing is also a trend Pinnacle has highlighted. In terms of opportunities and in meeting investor ...

ERS applicants $3100 worse off

KARREN VERGARA  |  THURSDAY, 20 MAY 2021
... able to take out a loan in 2020 with an (astronomical) interest rate of 10%, this would have resulted in less foregone personal wealth than the early access to super scheme."

Super fund ventures into robo-advice

KARREN VERGARA  |  WEDNESDAY, 19 MAY 2021
... informed decisions on plans and a more positive attitude towards contribution." Link also announced that it partnered with personal financial management technology provider Moneysoft to streamline its advice offering for clients. The new service, Link ...

Draft advice reforms not enough: FPA

JAMIE WILLIAMSON  |  WEDNESDAY, 19 MAY 2021
... career and be a valued symbol of their professional status and commitment to uphold professional values. The creation of a personal obligation to register is an essential component of any professional framework," he said. De Gori described it as the ...

Boutique firm expands team

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
... team, which will allow us to continue serving our clients seamlessly and comprehensively across all matters of their personal and business financial affairs," MGD director Stephen Furness said. "Fellow MGD directors and the broader advisory team have ...

Boards should be "strap-on brains": Cosgrove

ELIZABETH MCARTHUR  |  TUESDAY, 18 MAY 2021
... said. Cosgrove said he found Zoom meetings frustrating during the pandemic, as he wished he could get into some more personal small talk rather than being purely work focused. "The proliferation of email and social media is a poor second best to being ...

BetaShares hires from Class

ANNABELLE DICKSON  |  FRIDAY, 14 MAY 2021
... wealth management strategy for banking and financial services and was a board director of both Macquarie UK Self Invested Personal Pension Trustee and Custodian Entities. "I am delighted to join such a high calibre team and be part of this exciting phase ...