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Showing 1141 - 1150 of 4036 results for "Personal"

Investment manager creates new executive role

ELIZA BAVIN  |  WEDNESDAY, 24 MAR 2021
A private Australian investment manager specialising in real estate and private debt has announced the appointment of a head of capital and business development. Fortius has named Marc Giuffrida to the role of head of capital and business development ...

Rainmaker reveals 2021 AAA super products

JAMIE WILLIAMSON  |  TUESDAY, 23 MAR 2021
... ratings from last year. The balance is the 11 offerings added to the list this year. These are AMG Super's Emplus Personal Super; Australian Catholic Superannuation and Retirement Fund's RetireSmart; Colonial First State Rollover and Superannuation ...

COVID-19 spurs robo-advice demand

KARREN VERGARA  |  TUESDAY, 23 MAR 2021
... fall short of their expectations. The majority of consumers (67%) trust robots more than humans to help manage their personal finances, the global survey of 9000 respondents found (about 500 participants were Australian). Three quarters of consumers ...

Raiz expands to SMSF market

ANNABELLE DICKSON  |  FRIDAY, 19 MAR 2021
The micro-investing platform is targeting SMSFs with its custom portfolio option, giving members more control over their portfolio allocations. The recently launched custom portfolio option is now available to SMSFs and allows users to build their own ...

Foreign exchange brokers banned

ANNABELLE DICKSON  |  THURSDAY, 18 MAR 2021
... and told clients they would not benefit from clients depositing funds. Furthermore, Hoang was found to have provided personal financial advice on CFDs and FX Contracts while not understanding the nature of the products.

Low pass rate for latest FASEA exam

ELIZABETH MCARTHUR  |  THURSDAY, 18 MAR 2021
... and legal obligations questions - particularly in relation to documentation, the Corporations Act and differentiating personal and general advice. Another area of difficulty was applied ethical and professional reasoning and communication. This included ...

ASI restructures distribution team

KARREN VERGARA  |  MONDAY, 15 MAR 2021
... from regional hubs. In early 2020, Dominic Byrne was promoted to head of global equities after Stephen Docherty left for personal reasons. Later in the year, former fixed income executives Nicholas Bishop and Stephen Fang set up their own investment ...

ASIC bans adviser over dodgy super consolidation

ELIZABETH MCARTHUR  |  MONDAY, 15 MAR 2021
... to their super fund trustees to gain early access to their super balances. He also was found to have given consumers personal advice despite only being authorised to give general advice. In doing this, Bhandari failed to act in clients' best interests ...

Chief economist update: Confidence contagion

BENJAMIN ONG  |  THURSDAY, 11 MAR 2021
... improvements. Conditions remain very strong in retail, wholesale, mining and professional services, while construction, personal services and transport conditions continue to lag". Confident businesses beget confident consumers (through the labour market) ...

Citi moves to double wealth business revenues

ELIZA BAVIN  |  WEDNESDAY, 10 MAR 2021
... to face interactions," he said. "As a result, we've built a tailor-made space where we can deliver a strong level of personal engagement for these clients as we work together to provide investment guidance and manage their wealth." The Sydney hub is ...