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Showing 11 - 20 of 364 results for "Friends"

Aged care misinformation poses opportunity for advisers

KARREN VERGARA  |  FRIDAY, 20 FEB 2026
... right now is the absolute proliferation of rubbish information in the market," she told the conference. Starting with friends and families, too many are misinformed about aged care and tend to spread this. "We find a lot of other offenders that are just ...

ASIC bans adviser who stole from super accounts

JAMIE WILLIAMSON  |  FRIDAY, 6 FEB 2026
... time he was dipping into clients' super. Valvo said he lost $50,000 through a fake trading platform. His family and friends also lost money from the scam. He told the program that he had been "in the [financial planning] game for 35 years" and if ...

Post-holiday blues drives retirement tool engagement

ANGELIQUE MINAS  |  THURSDAY, 29 JAN 2026
... see a jump in planning activity around this time of year after many members have enjoyed quality time with family and friends over the festive season - be it barbeques by the beach or relaxing by the pool," she said. In a survey that HESTA conducted ...

Super funds most relied upon for advice: Survey

MATTHEW WAI  |  WEDNESDAY, 3 DEC 2025
... 2024. Further, Australians are also turning to financial media, online investment services, as well as family members and friends, peers and coworkers to better prepare themselves ahead of retirement, MFS said. In particular, MFS Investment Management ...

Super moves: ART, TCorp, Future Fund, QIC

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
TCorp has recruited Lucas Hartmann as senior portfolio manager. Most recently, Hartmann served as head of equities, fixed income and alternatives at NGS Super for over eight years, where his responsibilities included implementing derivative overlays. ...

Feature: Retirement | The right mix

LACHLAN COLQUHOUN  |  WEDNESDAY, 5 NOV 2025
... engaged in financial advice, it appears around 40% of retirees will continue to rely on recommendations from family and friends, their own internet searches or information through their super fund to guide their retirement decisions. There is a consensus ...

Feature: Retirement | Rewarding risk

LACHLAN COLQUHOUN  |  WEDNESDAY, 22 OCT 2025
... and second guess the market. There are also bad choices made by other people, which can manifest in financial abuse by friends and family and criminal activities by scammers. It means retirement can be an emotional rollercoaster. "Some people are checking ...

ASIC permanently bans jailed adviser

MATTHEW WAI  |  FRIDAY, 26 SEP 2025
ASIC has permanently banned a former financial adviser after he was convicted for defrauding family and friends out of $4.5 million. Anthony Joseph Del Vecchio served as a financial adviser for Freedom Finance Australia from November 2016 to October ...

Vale Rupert Smoker

MATTHEW WAI  |  TUESDAY, 23 SEP 2025
... commitment to clients and genuine care for his team," Evolution Trustees said. "Our thoughts are with Rupert's family, friends, and all who had the privilege of knowing him. We are deeply grateful for the outpouring of support from clients and partners ...

Vale Raymond Mason

KARREN VERGARA  |  TUESDAY, 26 AUG 2025
Raymond "Chipp" Mason, the founder of Legg Mason, has passed away at the age of 88. He founded Mason & Co. in 1962 at the age of 25 after working in his family's brokerage business. In 1970, Legg & Co. acquired Mason & Co. to become Legg Mason. ...