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Showing 241 - 250 of 3995 results for "Personal"

Global X recruits key executives

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
... Controls APAC. He previously held senior roles at Vanguard, where he was responsible for the operational oversight of the personal investor platform and fund accounting. The ETF provider has appointed Brianna Fallins head of finance, promoting from within. ...

FAAA calls for stronger consumer protections in advice reforms

ANDREW MCKEAN  |  WEDNESDAY, 7 MAY 2025
... include a statement that the prompt doesn't consider the member's individual circumstances, and that they should seek personal financial advice from a professional adviser before acting. Further clarity is also required on what recourse members will ...

New ACCC chief named

ELIZA BAVIN  |  TUESDAY, 6 MAY 2025
... February 2025. "During her career Sarah has consistently demonstrated her ability as an outstanding strategic leader with personal drive, credibility and integrity, and a strong commitment to public service," ACCC chair Gina-Cass Gottlieb said. "I am ...

Finchley & Kent adopts Padua Solutions tech suite

JAMIE WILLIAMSON  |  MONDAY, 5 MAY 2025
Advisers tied to Finchley & Kent will be able to use the full suite of Padua Solutions' services under a new partnership. Striking a strategic partnership, Finchley & Kent's network of advisers will have access to Padua's new Paraplanning as a Service ...

CFS allots Martin Currie two mandates

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... made the replacements with "the aim of improving investor outcomes". The FirstChoice Wholesale Investments, Wholesale Personal Super and Pension, Employer Super and Investments products offer the options. "There are no changes to the objective, strategy ...

Federal Court hammers defunct advice firm with $11m penalty

ANDREW MCKEAN  |  MONDAY, 28 APR 2025
... financial outcomes for the consumers involved," Court said. "Financial services licensees who employ advisers to provide personal financial advice need to ensure that they place their clients at the forefront. "The size of today's penalty demonstrates ...

Centrepoint Alliance to acquire Brighter Super's advice book

ANDREW MCKEAN  |  WEDNESDAY, 16 APR 2025
Centrepoint Alliance has entered into an agreement to acquire the comprehensive advice book from ESI Financial Services, a wholly owned entity of Brighter Super. The transaction will see up to 400 clients, generating $1 million in annual revenue, transition ...

Aussies prefer advisers, analyst notes over social media

KARREN VERGARA  |  TUESDAY, 15 APR 2025
... friends and family (36%). "Most scams begin through interactions over platforms like Reddit, TikTok, and X. Young people's personal trust in social media advice, combined with an increased likelihood to seek advice over social media, makes them particularly ...

NGS Super to launch lifetime income product

MATTHEW WAI  |  TUESDAY, 15 APR 2025
NGS Super has partnered with Challenger to provide guaranteed lifetime income for members. The agreement will give the super fund's 32,000 members aged over 55 "greater certainty" through blending an account-based pension with a guaranteed, regular ...

Collectables market reaches $17bn: Report

KARREN VERGARA  |  MONDAY, 14 APR 2025
... Australian Taxation Office (ATO) data for December 2024 shows that SMSFs had $683 million invested in collectables and personal use assets, accounting for only 0.07% of the total $981 billion sector. Specialist SMSF adviser at Sonas Wealth Liam Shorte ...