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Showing 281 - 290 of 3994 results for "Personal"

Advisers must improve public awareness to win Australians' trust: Report

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
... We now have the tools to give us a summary - or cheat sheet - before we go into the next client meeting. It makes it personal, without you having to remember - which is impossible to do if you have 2000 clients," Martin said.

Industry fund insurance bungle adds fuel to mounting outrage

ANDREW MCKEAN  |  THURSDAY, 13 FEB 2025
... service suppliers on interacting with all members more generally. "Our people are trained to recognise and remove their own personal biases from each interaction and approach them with an open mindset. We also have processes in place to proactively sample ...

Lifespan Financial Planning names head of research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... Holliday most recently served as head of research services at Entireti - formed through the merger of Australian Unity Personal Financial Services and Fortum Private Wealth - a role he has held for over seven years. Prior to Entireti, he also held research ...

Finance workers worry about job displacement from AI, government urged to take action

KARREN VERGARA  |  WEDNESDAY, 12 FEB 2025
... AI models and tools." Mitchell added that workers deserve greater transparency over AI adoption and the collection of personal data by their bosses and that there "should be no decision about us without us."

Government to scrap advisers' approved qualifications list

KARREN VERGARA  |  MONDAY, 10 FEB 2025
... annually with ASIC from 1 July 2026. The first stage required all relevant providers to be registered before providing personal advice to retail clients about relevant financial products by 16 February 2024. Financial Advice Association Australia's ...

Almost half of HESTA members retire involuntarily

ELIZA BAVIN  |  MONDAY, 10 FEB 2025
... funds to shape their advice services to the needs of their members," Blakey said. "If super funds can consider a member's personal and household circumstances, such as any partner's income and super as well as any entitlements to Centrelink benefits ...

AMP launching 'market first' digital advice solution for super members

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
AMP is rolling out a new digital advice solution, in partnership with Bravura, providing its super fund members with retirement guidance. AMP Super's digital Retirement Health Check will allow its 700,000 members to find out when they can access ...

Insignia exec appointed local chief of MUFG Retirement Solutions

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... constant change to deliver meaningful outcomes and impact," she said. "After considered and careful reflection of both my personal and professional priorities, I feel now is the right time to focus on my family and embrace the next chapter ahead." Vivek ...

Jones instigates CSLR review, levy hits $70m

KARREN VERGARA  |  FRIDAY, 31 JAN 2025
... estimate for FY26. As previously foreshadowed in October 2024, the estimate exceeds the $20 million sub-sector cap for personal advice." "The key contributors driving the expected number of claims are attributed to Dixon Advisory & Superannuation Services ...

Transfer balance cap to rise on July 1

JAMIE WILLIAMSON  |  THURSDAY, 30 JAN 2025
... and market growth," he noted. Where clients have already stared a retirement phase pension but never full used their personal TBC, advisers should consider the impact of adding more funds into retirement phase before July 1 and the effect on the client's ...