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Showing 181 - 190 of 4069 results for "Personal"

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 ...

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. ...