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Showing 271 - 280 of 3994 results for "Personal"

Westpac's Yetton chooses to move on

ANDREW MCKEAN  |  FRIDAY, 7 MAR 2025
... led to the divestment of 10 businesses. Some of the biggest carve-outs from the review included BT's corporate and personal superannuation business, which merged with Mercer, and Westpac's asset management business, Advance, which was also sold ...

Vanguard launches two new diversified ETFs

ANDREW MCKEAN  |  THURSDAY, 6 MAR 2025
... asset classes, sectors, and regions in a single trade. Vanguard's new diversified ETFs are available on the Vanguard Personal Investor platform and will be gradually rolled out to third party platforms.

Former AMP licensees rebranded as Akumin

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAR 2025
... experienced people across our network." It will sit alongside Entireti's other businesses, Fortnum Private Wealth and Personal Financial Services. It follows the appointment of an external creative agency and consultation with The Advisers Association ...

Younger women embrace geared strategies: Data

MATTHEW WAI  |  TUESDAY, 4 MAR 2025
Australians - particularly young women - are increasingly gearing their investments, with the growth of those using such strategies outpacing the overall online investor population, according to new research. The Investment Trends 2024 Borrowing to ...

UniSuper launches fresh brand campaign

MATTHEW WAI  |  TUESDAY, 4 MAR 2025
The $149 billion super fund is going to market with a new advertising initiative that asks Australians to imagine their dream retirement and how they'll get there. The campaign is being rolled out across television, online, outdoor, radio, print, owned ...

Advisers grapple with AI, require support: Survey

KARREN VERGARA  |  THURSDAY, 27 FEB 2025
Nearly one third of financial advisers are currently using artificial intelligence (AI) in their practice at a basic level, but many more say they need education and guidance, a new Investment Trends study finds. Some 27% of advisers that are embracing ...

UniSuper targets 'missing middle' with new digital advice offering

ANDREW MCKEAN  |  FRIDAY, 21 FEB 2025
UniSuper has formed a strategic partnership with Ignition Advice to provide its members with personal advice on superannuation, insurance, investments, and retirement options. The $149 billion industry fund said the partnership expands its financial ...

BUSSQ handed stricter licence conditions by APRA amid appeal

ANDREW MCKEAN  |  THURSDAY, 20 FEB 2025
... investigate these matters further should they still have concerns, without the need to engage an outside party to provide their personal opinion on such matters," he said. BUSSQ chief executive Damian Wills, meanwhile, said the fund respects APRA's ...

Convicted adviser fails to appeal prison sentence

MATTHEW WAI  |  THURSDAY, 20 FEB 2025
... by his client's SMSF into a company without adequately advising his client that he was the sole director, and he had a personal interest in that company, ASIC noted. Grimm also failed to advise his client that ASIC had sought the winding up of entities ...

Platforms placate fee consent ordeal: SuitabilityHub

KARREN VERGARA  |  MONDAY, 17 FEB 2025
Platforms have vastly improved their bulk processing capabilities, particularly as financial advisers come to dread the new fee consent renewal process, SuitabilityHub managing director Recep Peker says. This is one of the main findings in SuitabilityHub's ...