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Showing 1201 - 1210 of 4034 results for "Personal"

Retail default fund tops performance table

KARREN VERGARA  |  THURSDAY, 3 DEC 2020
... balanced accumulation fund (6.7% p.a.) was the best performer out of a list of 40 products, followed by UniSuper's personal balanced fund (6.4% p.a.). The rest of the top 10 performers, in the three years to October, included AustralianSuper (6% ...

AAT refuses Allegra AFSL

ANNABELLE DICKSON  |  THURSDAY, 3 DEC 2020
... Allegra Financial Services after it was initially rejected by ASIC. Allegra applied to ASIC for an AFSL in 2018 to provide personal financial product advice to retail and wholesale clients, with Lachlan Schonfelder as its sole director and majority shareholder. ...

US wealth manager acquires three Aussie firms

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
NASDAQ listed Focus Financial Partners has created a new network of boutique financial advice firms and acquired three Australian businesses. Focus launched Connectus on December 1 in the US, and now the first Australian advice firms to join the boutique ...

NAB names RBS alumnus as chief operating officer

ANNABELLE DICKSON  |  WEDNESDAY, 2 DEC 2020
... colleague as chief operating officer. Les Matheson will return to Australia after spending six years as chief executive, personal and business banking (UK and Ireland) at Royal Bank of Scotland (RBS). NAB chief executive Ross McEwan worked closely with ...

HSBC wealth lead lands chief executive role

KARREN VERGARA  |  TUESDAY, 1 DEC 2020
HSBC's global chief executive of wealth and personal banking has scored the top job at a major financial services group. Charlie Nunn will become the group chief executive and executive director of Lloyds Banking Group, overseeing brands such as ...

BlackRock to buy equity index firm

KARREN VERGARA  |  MONDAY, 30 NOV 2020
The investment giant is making a bigger play for wealthy investors, offering them a more personalised strategy with the acquisition of an equity index business for US$1.05 billion. BlackRock is set to acquire investment manager Aperio, which provides ...

LGBTI+ leaders list 2020 revealed

ELIZABETH MCARTHUR  |  FRIDAY, 27 NOV 2020
... face to ensure our rainbow communities were engaged, supported and cared for." Meanwhile, Suncorp executive manager, personal injury assurance Shay Johnston was highlighted for her involvement with the firm's employee resource group for LGBTI+ staff ...

Advice for all could add $630bn to economy

JAMIE WILLIAMSON  |  WEDNESDAY, 25 NOV 2020
... economic uplift could be $630.3 billion each year and spending on the Age Pension would reduce by 21.6%. For individuals, personal annual incomes would rise by 30.6% or $24,716 on average. At present, less than 40% of Australians receive professional ...

Zurich to pay super on parental leave

JAMIE WILLIAMSON  |  TUESDAY, 24 NOV 2020
... weeks' paid leave plus additional unpaid leave. Employees do not need to meet any tenure requirements to be eligible and personal and long service leave will continue to accrue during unpaid leave for primary parents. The plan was developed in consultation ...

End of the road for advice qualifications

JAMIE WILLIAMSON  |  TUESDAY, 24 NOV 2020
... the FNS50615 Diploma of Financial Planning, FNS60415 Advanced Diploma of Financial Planning and a further three Tier 1 personal advice units of competency in financial planning, margin lending and superannuation. According to Rainmaker analysis of the ...