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Showing 121 - 130 of 3574 results for "Personal"

Treasury mulls reforming use of genetic test results by life insurers

JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2023
Treasury is calling for feedback on the use of genetic testing in life insurance underwriting, citing concerns the existing moratorium is ineffective, negatively impacting medical research efforts, and a lack of compliance from insurers. The government's ...

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
... acquire Millennium3 Financial Services (M3) from Insignia Financial for $2 million. Under the deal, M3's 140 wealth and personal risk insurance advisers, operating in more than 75 privately owned practices across the country, will come under the ...

Robo-adviser reaches US$50bn milestone

KARREN VERGARA  |  MONDAY, 20 NOV 2023
... Wealthfront's dedication to empowering young professionals to achieve their financial goals and shaping the future of personal finance," Wealthfront chief executive David Fortunato said. UBS was set to acquire Wealthfront for US$1.4 billion in early ...

Bell Financial Group welcomes group head of sales

CASSANDRA BALDINI  |  MONDAY, 20 NOV 2023
... include equities execution and clearing, margin lending, structured loan products, portfolio administration services, personal superannuation solutions and third-party clearing services, Bell FG said. Saunders moves across from NAB Private Wealth after ...

Allianz Retire+ heavyweight jumps ship

ELIZABETH FRY  |  FRIDAY, 17 NOV 2023
... standard will always be financial advice from an independent financial adviser. To him, better and more seamless access to personal data is still one of the key hurdles. Thornton wants a world where advisers and super funds could access MyGov data with ...

CQS sold to Manulife Investment Management

CASSANDRA BALDINI  |  THURSDAY, 16 NOV 2023
... long-term returns to our client base," she said. "I would like to take this opportunity to thank Lord Hintze for the personal support and wise counsel he has given me as chief executive. Over the last decade we have transformed CQS into a global alternative ...

APAC looks to data-driven future: State Street

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
Over 80% of institutions globally expect sizeable opportunities to emerge from enhanced data management and usage, according to State Street's latest report. The State Street Data Opportunity Study, conducted in the third quarter of the year, analysed ...

Super fund fees now at record low: Data

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
... generally have lower administration fees, in contrast to retail funds which typically offer lower investment fees. Meanwhile, personal and retirement products have higher average fees at 1.16% and 1.07% per annum, respectively. The research house also ...

Australian Unity sells advice arm to Fortnum, Nestworth

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
... employed adviser and corporate superannuation services business. Concurrently, Fortnum is set to purchase Australian Unity Personal Financial Services (PFS), the entity holding the advice AFSL. The private wealth company will continue to provide licensing ...

Treasury unveils advice reforms draft legislation

KARREN VERGARA  |  TUESDAY, 14 NOV 2023
... 7). "Superannuation trustees should be able to pay a fee from a member's superannuation account to an adviser for personal advice provided to the member about the member's interest in the fund on the direction of the member," the Explanatory ...