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Showing 1141 - 1150 of 3999 results for "Personal"

Super fund ousts ethical manager

JAMIE WILLIAMSON  |  FRIDAY, 22 JAN 2021
... important that our members understand how much insurance cover they have, and whether it is the right amount for their personal circumstances. "We are making it easier for our members to obtain more cover without the need for underwriting, which makes ...

Longstanding Mason Stevens MD exits

ELIZA BAVIN  |  FRIDAY, 22 JAN 2021
... Mason Stevens." Prior to Mason Stevens, Bignill held several roles at BT Financial, Merrill Lynch, Next Financial and Personal Choice Portfolios. Bignill had been with Mason Stevens since its launch back in February 2011.

TAL continues successful FASEA course

ELIZABETH MCARTHUR  |  THURSDAY, 21 JAN 2021
... FASEA exam is an essential component of the educational qualifications that advisers need to achieve before providing personal advice to clients. With only six more FASEA exam sittings left this year, we're encouraging those advisers who have yet to ...

Raiz launches custom portfolio option

ELIZA BAVIN  |  THURSDAY, 21 JAN 2021
... with the target weightings specified by the user. Additionally, Raiz said users can have a customised name for their personal portfolio. "Each custom portfolio is going to have a different allocation, a different account balance, and each Raiz user will ...

Hume advocates for affordable advice

KARREN VERGARA  |  WEDNESDAY, 20 JAN 2021
... some interpretations of current regulatory settings are creating barriers to consumers seeking good-quality, affordable personal advice. "The government supports a well-regulated and vibrant financial advice sector that supports advisers seeking to help ...

Fidelity enters UK advice market

ELIZA BAVIN  |  TUESDAY, 19 JAN 2021
... services which are most relevant to their needs, as well as how frequently they speak with an adviser. Head of UK wealth, personal investing Simon Gibbons said there is a continued and growing need for financial advice services which help consumers to ...

Crackdown on ERS scams continues

ELIZA BAVIN  |  MONDAY, 18 JAN 2021
... and remain alert to COVID-19-related scams. "Scammers are hoping that you have let your guard down. Do not provide your personal, banking or superannuation details to strangers who have approached you," Scamwatch said. "Scammers may pretend to have a ...

Citi unifies global wealth management business

ELIZABETH MCARTHUR  |  THURSDAY, 14 JAN 2021
... Zealand, including across custody, trading and banking. The new business will also incorporate Citi Private Bank and Citi Personal Wealth Management. O'Donnell will report to Anand Selva, chief executive of global consumer banking and Paco Ybarra, chief ...

AustralianSuper breached member's privacy: Regulator

KANIKA SOOD  |  TUESDAY, 12 JAN 2021
... handled by an administrator instead of the insurer (which the OAIC did not agree with), and that the fund disclosed their personal information to lawyers and law firms for whom WG had revoked authority by that time. "The complainant [WG] emailed notices ...

The barriers to limited advice: Licensees

ANNABELLE DICKSON  |  MONDAY, 11 JAN 2021
... Nicole Alexander, along with Dummett and Ardino, noted the most advised topics are retirement planning, superannuation and personal insurance. However, Alexander agrees with Ardino believing scaled or limited advice, particularly in these topics, is ...