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Showing 1201 - 1210 of 3999 results for "Personal"

The case for an overhaul of advice: Rice Warner, FSC

ANNABELLE DICKSON  |  TUESDAY, 20 OCT 2020
... research suggests that education, information and general advice should fall under the term general information while personal advice should be separated into either simple or complex advice. Simple personal advice is advice that deals with superannuation ...

QSuper head of advice exits

KARREN VERGARA  |  TUESDAY, 20 OCT 2020
... the advice teams together would ensure a coordinated approach to the delivery of QSuper's general and over the phone personal advice services.

Super fund chief to retire

JAMIE WILLIAMSON  |  MONDAY, 19 OCT 2020
The long-serving chief executive of an industry superannuation fund has announced their intention to retire. Bill McRobert will depart as chief executive of the Meat Industry Employees' Superannuation Fund (MIESF) in March of next year. The decision ...

Man arrested over investment scam

ANNABELLE DICKSON  |  FRIDAY, 16 OCT 2020
... investment companies and created a number of websites and advertisements to lure in victims. It is also alleged the man opened personal and business bank accounts at several financial institutions using a number of international passports which were ...

Through good and bad: Advisers add value

JAMIE WILLIAMSON  |  THURSDAY, 15 OCT 2020
... close understanding of the client needs, but also knowledge of new innovative investment solutions that can help manage personal tax circumstances - such as managed account solutions." Other factors that contribute to the 10-year added value include ...

Westpac puts Australia on bad banking leaderboard

ELIZA BAVIN  |  WEDNESDAY, 14 OCT 2020
... Wall Street bank for its role in helping to raise hundreds of millions for a sovereign wealth fund that was used as a personal piggy bank. The bank was fined $2.5 billion and guaranteed the return of $1.4 billion in assets from the theft of billions ...

Sexual harassment rife in financial services: O'Neill

ELIZA BAVIN  |  WEDNESDAY, 14 OCT 2020
Labor Senator Deborah O'Neill has said the sexual harassment of women is rife within the financial services industry, not just at AMP. Speaking to the Financial Services Council at a virtual event, the Senator said she was disturbed after hearing ...

Evans Dixon to rebrand

KARREN VERGARA  |  MONDAY, 12 OCT 2020
... subsidiary Dixon Advisory & Superannuation Services engaged in 126 breaches of best interests obligations relating to personal financial product advice it provided retail investors to invest in URF.

Stanford Brown adds partner

KARREN VERGARA  |  MONDAY, 12 OCT 2020
... across highly relevant areas for my clients, including a top-level investment committee, tax and accounting services and personal insurances," Boustred said. Stanford Brown chief executive Vincent O'Neill said: "Her professional, boutique and technically ...

Aware Super announces $1bn property project

ELIZABETH MCARTHUR  |  MONDAY, 12 OCT 2020
... and entertainment, and most importantly the people who come to the city to make connections in their professional and personal lives, will endure beyond the current COVID-19 related challenges."