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Showing 161 - 170 of 3995 results for "Personal"

Trust key to client satisfaction in advice: Report

MATTHEW WAI  |  FRIDAY, 29 AUG 2025
... nearly half (46%) of Generation Z investors said they would seek advice if it helped align their investments with their personal values. The report stated that advisers who actively discuss clients' values and incorporate them into financial plans can ...

NGS Super readies for admin transformation

JAMIE WILLIAMSON  |  WEDNESDAY, 27 AUG 2025
After close to a year-long delay, NGS Super will begin transferring its administration services to GROW Inc. in October. In May 2024, NGS Super announced it was ending a long-standing administration services arrangement with Mercer, instead handing ...

ATO bares teeth at dentists pushing early super access

JAMIE WILLIAMSON  |  TUESDAY, 26 AUG 2025
... their hardship applications to the ATO without being a registered tax agent, while some are also collecting patients' personal information to submit the applications on their behalf, the ATO noted. In recent years, there have been several dentistry practices ...

Special feature: Hunting for value

LACHLAN COLQUHOUN  |  MONDAY, 18 AUG 2025
Markets have all but recovered from when 'Liberation Day' threatened a meltdown, and asset classes of all flavours are pushing to new highs. But with valuations ahead of fundamentals amid uncertainty, fixed income is in focus as investors look ...

Social isolation a top retirement fear: UniSuper

MATTHEW WAI  |  FRIDAY, 15 AUG 2025
... own terms. Whether it's part-time work, volunteering or creative pursuits, the path to purpose in retirement is deeply personal. This is a powerful reminder that one-size-fits-all solutions no longer serve today's retirees." He added that superannuation ...

NAB fined over $15m for delaying hardship applications

MATTHEW WAI  |  THURSDAY, 14 AUG 2025
The Federal Court has ordered National Australia Bank (NAB) and its subsidiary ASFH Nominees to pay a pecuniary penalty of $15.5 million for failing to respond to customers facing hardship. The court found that between 2018 and 2023, NAB and ASFH failed ...

HSBC awarded Allianz Australia mandate

ELIZA BAVIN  |  THURSDAY, 14 AUG 2025
... New Zealand Nick Wheeler said HSBC was also pleased to partner with Allianz. "Allianz is one of Australia's leading personal and commercial insurance providers, with approximately four million customers across the country," Wheeler said. "This mandate ...

Insignia offloads IOOF Alliances to Entireti

KARREN VERGARA  |  TUESDAY, 12 AUG 2025
... Alliances. He reports to Akumin chief executive Matt Lawler. The Entireti group includes Akumin, Fortnum Private Wealth and Personal Financial Services. AMP Financial Planning, Hillross and Charter Financial Planning officially rebranded to Akumin in ...

Superannuation fraudster sentenced to prison

ELIZA BAVIN  |  MONDAY, 11 AUG 2025
... seriousness of Mr Steele's misconduct," ASIC deputy chair Sarah Court said. "When individuals misappropriate funds for personal gain, they not only harm their investors but also undermine the integrity of the financial system, diminishing public trust ...

UniSuper's Chun honoured by FEAL

MATTHEW WAI  |  FRIDAY, 8 AUG 2025
UniSuper chief executive Peter Chun was named the 2025 Fund Executive Association Limited's (FEAL) Fund Executive of the Year at the FEAL National Conference overnight. Chun was recognised for his leadership in promoting UniSuper beyond the university ...