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Showing 121 - 130 of 4013 results for "Personal"

IFM head of global real estate resigns

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025
Chris Chapple, head of global real estate at IFM Investors, is leaving the asset manager to pursue other opportunities. The industry fund-owned investment manager said Chapple had decided to resign after finalising the integration of the ISPT and IFM ...

Magellan global equities lead exits amid investigation

JAMIE WILLIAMSON  |  THURSDAY, 20 NOV 2025
... to qualm negative publicity on Magellan's underperformance, relatively high fee rates, and [Hamish] Douglass' personal issues have been less robust than we hoped," Morningstar said. "Should this persist, the negative hit to net flows, fee margins ...

Prevention of Shield, First Guardian-like events the focus from here on: Mulino

MATTHEW WAI  |  THURSDAY, 20 NOV 2025
... excluding Shield and First Guardian. In total, the initial estimate for FY27 is $137.5 million. A revised estimate of the personal financial advice sector's levy will be provided in June 2026 as it exceeds the $20 million sector cap, which may well ...

HNW investors prioritise trust and human connection: Praemium

ANGELIQUE MINAS  |  WEDNESDAY, 19 NOV 2025
... performance (22%) and strategic advice (13%). Investors look to advisers for holistic insights developed through building a personal relationship based on trust, the report said. Underscoring the significance of regular personal engagement, an overwhelming ...

Estimated CSLR levy comes in at $127m for FY27

JAMIE WILLIAMSON  |  MONDAY, 17 NOV 2025
... $6.5 million. It marks an 82% increase on the revised estimate for the current financial year. A revised estimate of the personal financial advice sector's levy will be provided in June 2026 as it exceeds the $20 million sector cap, the CSLR said. ...

The Big Short's Michael Burry shutters fund

KARREN VERGARA  |  FRIDAY, 14 NOV 2025
Michael Burry, who reaped millions from the subprime mortgage crisis of 2007, has shuttered Scion Asset Management. Burry told investors in a note that "with a heavy heart, I will liquidate the funds and return capital but for a small audit/tax holdback ...

Agentic AI adoption 'crucial' for future success: Capgemini

MATTHEW WAI  |  FRIDAY, 14 NOV 2025
Although agentic artificial intelligence (AI) is still nascent across financial services globally, its adoption will be crucial in achieving growth, a new report indicates. According to Capgemini's World Cloud Report - Financial Services 2026 report ...

AustralianSuper's 'ambitious' advice goal

ELIZA BAVIN  |  FRIDAY, 14 NOV 2025
... holistic wellbeing ecosystems going forward. "Funds will be expected to deliver independence, dignity, support, that feels personal, rather than complex statistics," she said. "There's still so much to be done, but I think we've come a long w ...

Brighter Super expands senior team

ANGELIQUE MINAS  |  THURSDAY, 13 NOV 2025
... fund's engagement with members and key stakeholders by strengthening advice offering and reinforcing its commitment to personal service, it said. Powell will lead a team responsible for advice proposition, working to expand access to financial advice ...

Interprac sued over Shield, First Guardian failures

JAMIE WILLIAMSON  |  THURSDAY, 13 NOV 2025
... First Guardian" but that they couldn't "make it so that First Guardian is the underlying reason for the call and that personal advice is secondary to that process". Later, Imperial told Interprac it was changing its business model to specifically ...