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Showing 131 - 140 of 3990 results for "Personal"

APRA warns of super fund sustainability challenges

JAMIE WILLIAMSON  |  THURSDAY, 2 OCT 2025
... more money when people leave the fund than they're gaining from the new members they do have coming in. CCSL Limited's Personal Choice Private Fund has the worst net rollover ratio at -45.4% over one year and -28.3% over three years. Just last week ...

Aware Super launches digital advice tool for retirees

ELIZA BAVIN  |  THURSDAY, 2 OCT 2025
Aware Super has launched a new digital advice solution to help members with retirement planning. The tool, named Retirement Manager, was designed in conjunction with Bravura Solutions. Aware Super said members can use the tool to determine how much ...

Entireti launches SMA, portfolio management service

ANGELIQUE MINAS  |  WEDNESDAY, 1 OCT 2025
... is designed to support all licensed and self-licensed practises within its network, which comprises Akumin, Fortnum, Personal Financial Services, and Entireti Alliances. Salita functions to streamline solutions for the implementation of investment advice ...

3500 advisers at risk as deadline looms

JAMIE WILLIAMSON  |  TUESDAY, 30 SEP 2025
... Advisers who are existing providers have until 1 January 2026 to meet qualifications standards to continue providing personal advice to retail clients. As of September 16, 7081 relevant providers hold an approved degree or qualification, 3966 are relying ...

CSLR publishes paid claims details

JAMIE WILLIAMSON  |  FRIDAY, 26 SEP 2025
... operating, some 291 of which were made in relation to Dixon Advisory. The overwhelming majority of payments relate to personal financial advice, with close to $37 million so far paid to Dixon Advisory and Superannuation Services clients. This is followed ...

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
... banking, believing that somehow, the wealth management industry can replicate this trajectory. "The question is, can we get personal advice available to people on a laptop? Yes, we can. And we can do it at a personal level, where it's so intimate ...

RBNZ appoints Swedish central banker as governor

RIDDHIMA TALWANI  |  THURSDAY, 25 SEP 2025
... which candidates were assessed were enterprise leadership, technical credentials, stakeholder engagement experience, personal resilience and cultural capability," Willis said. Hawkesby will serve as the governor until November 30 and then support the ...

Australian Retirement Trust chief executive steps down

JAMIE WILLIAMSON  |  TUESDAY, 23 SEP 2025
... the 2.4 million Australians who are counting on ART to secure their retirement savings." Anderson said he had made a personal decision to leave the fund, saying he wishes ART and its members all the best. "It's been an honour and a privilege to lead ...

Colonial First State partners with MST Financial

ANGELIQUE MINAS  |  TUESDAY, 23 SEP 2025
Colonial First State (CFS) has partnered with MST Financial to create a platform that empowers advisers to deliver better insights to clients. With MST Financial, CFS will debut Sandstone Insights, a premium research platform. This program will equip ...

Diversa winds up struggling super fund

JAMIE WILLIAMSON  |  MONDAY, 22 SEP 2025
... closing one of its superannuation funds following a rapid decline in member accounts and funds under management. The Personal Choice Private Fund is being terminated and is expected to be wound up by 30 June 2026. All member accounts must closed by December. ...