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Showing 131 - 140 of 4015 results for "Personal"

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 ...

Wealthy families double down on private markets: JP Morgan

RIDDHIMA TALWANI  |  MONDAY, 10 NOV 2025
Wealthy families are doubling down on private investments rather than dialing back, according to the latest Principal Discussions released by JP Morgan. JP Morgan interviewed 111 billionaire principals, working with the world's wealthiest families globally ...

Majority reject crypto investments in super fund: Swyftx

MATTHEW WAI  |  THURSDAY, 6 NOV 2025
... alternative investments in 401(k) funds. Titman noted that there is "no lack of conviction" in the asset class from the personal interactions he has had with several super funds. "The US pension market is waiting on rules next year that will open the ...

Colonial First State, AIA agree $140m class action settlement

JAMIE WILLIAMSON  |  WEDNESDAY, 5 NOV 2025
... available through other providers. This allegedly occurred between 2014 and 2022, impacting some members of FirstChoice Personal Super and Pension, FirstChoice Wholesale Personal Super and Pension, FirstChoice Employer Super and Commonwealth Essential ...

Vanguard proposes tax-free way to save extra cash

RIDDHIMA TALWANI  |  WEDNESDAY, 5 NOV 2025
... saving large amounts of cash over time can come at the cost of long-term wealth accumulation," Vanguard Australia chief of Personal Investor Renae Smith said. Vanguard noted a clear appetite from Australians for more accessible tax-efficient options. ...

Brighter Super launches new brand campaign

JAMIE WILLIAMSON  |  THURSDAY, 30 OCT 2025
... we've built, one that works hard to deliver strong long-term performance, keep fees as low as possible and offer genuine, personal support. "With over 40 super specialists across Queensland, we're always nearby to provide tailored guidance and ...

Crown Wealth director banned for two years

KARREN VERGARA  |  THURSDAY, 30 OCT 2025
... "The cynic in me would say ASIC had to meet some political KPI's. This disproportionate response has had devastating personal and professional consequences for me and others involved," Rodwell said. "Every adviser who worked under the Crown AFSL ...

Rest launches new retirement tools to increase advice appetite

MATTHEW WAI  |  THURSDAY, 30 OCT 2025
... advice model, which encompasses education, information, and online calculators; digital intra-fund advice tools; and personal advice provided by phone-based advisers, Rest said. Rest's digital tools are used on average about 30,000 times per year ...

Super fees continue to fall: Rainmaker

ANGELIQUE MINAS  |  WEDNESDAY, 29 OCT 2025
... percentage terms." Fee benchmarks have continued to fall across MySuper and workplace products, however they increased for personal and retirement products. MySuper maintains its position as the most fee-competitive segment. On average, MySuper fees ...