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Showing 1341 - 1350 of 4037 results for "Personal"

QSuper culls comprehensive advice

KANIKA SOOD  |  FRIDAY, 3 JUL 2020
... superannuation fund. It employs 61 advisers. The closure comes into effect on July 6. Instead, QSuper will expand its personal advice offering, where it says it has seen a 35% increase in demand since expanding over-the-phone personal advice. The fund ...

Alan Dixon steps down at Evans Dixon

KANIKA SOOD  |  FRIDAY, 3 JUL 2020
... executive roles last year, Alan Dixon this week also gave up board and associated investment committee positions for personal reasons. Dixon, who was the chief executive of the ASX-listed firm until June last year, initially stepped aside to focus on ...

Implemented Portfolios partners with Wealth Today

ELIZA BAVIN  |  THURSDAY, 2 JUL 2020
Implemented Portfolios (IPL) has entered into an agreement with Wealth Today to provide their financial advisers with an individually managed account (IMA) offering. The managed account provider was added to the Wealth Today approved product list and ...

ATO crashes amid tax return, ERS rush

ELIZA BAVIN  |  THURSDAY, 2 JUL 2020
... scams or schemes where people impersonate the ATO, or a trusted organisation like your super fund, to steal your money or personal identifying information and contact you and charge for services that are free, like gaining early access to your superannuation," ...

Foreign exchange broker banned

ALLY SELBY  |  TUESDAY, 30 JUN 2020
... failed to provide the general advice warning when giving general financial advice and, on several occasions, provided personal advice." Earlier in the year, ASIC cancelled the AFSL of Forex Capital Trading after it found that the brokerage's business ...

Pitcher Partners promotes six

KANIKA SOOD  |  TUESDAY, 30 JUN 2020
... trusted advisors. The journey to partner is a humbling one, characterised by drive and commitment to making business personal for the many business owners and leaders leading the middle-market - the engine room of Australia's economy." Separately, the ...

Trust in advisers wanes

JAMIE WILLIAMSON  |  TUESDAY, 30 JUN 2020
... This is higher than the global average, which sits at 73%. In part, this is down to a lack of trust in the security of personal information on online platforms, with more than one-third of investors saying they are less willing to hand over personal ...

Vanguard launches SMSF functionality

ELIZABETH MCARTHUR  |  MONDAY, 29 JUN 2020
Vanguard has launched a self-managed super fund capability within its Personal Investor offering. Through Vanguard Personal Investor, SMSFs will be able to trade the top ASX shares by market capitalisation at $19.95 or 0.15% per trade (whichever amount ...

Former BMO head joins big four executive line-up

ALLY SELBY  |  MONDAY, 29 JUN 2020
... increasing customer loyalty, growth and market share through engagement. Other roles at the bank include head of Canadian personal and business banking headquarters, head of Canadian business banking headquarters and BMO Partners, head of global treasury ...

Fintech acquires licensee

ELIZABETH MCARTHUR  |  FRIDAY, 26 JUN 2020
A fintech provider has acquired a financial services licensee, for an undisclosed sum. PictureWealth acquired NEO Financial Solutions, the licensee will now become a wholly owned subsidiary of PictureWealth. As at March 31, NEO was home to 83 financial ...