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Showing 301 - 310 of 3995 results for "Personal"

Court finds CFD issuers engaged in 'unconscionable conduct'

ELIZA BAVIN  |  MONDAY, 23 DEC 2024
... issuers, including systemic unconscionable conduct, misleading and deceptive conduct, and the provision of unlicensed personal advice. ASIC said these companies directly profited from their customers' losses and incentivised their account managers ...

NESS Super partners for financial advice offering

JAMIE WILLIAMSON  |  FRIDAY, 20 DEC 2024
... employed in the electro-technology sectors, has partnered with digital advice platform Otivo to introduce a low-cost personal financial advice offering for its members. Members will receive advice designed to improve their finances, including personalised ...

Iress wealth technology lead exits

MATTHEW WAI  |  THURSDAY, 19 DEC 2024
Iress' wealth manager chief technology officer Anthony Gerrits has called time on his tenure at the financial service technology software firm after seven years. Iress has confirmed the search of his replacement is currently underway. In the role, which ...

AI can improve super fund value chain: CFA Institute

KARREN VERGARA  |  WEDNESDAY, 18 DEC 2024
Superannuation funds and the broader global pension system can benefit from artificial intelligence (AI) in every corner of the value chain to ultimately provide efficient, personalised services to members, new research from the CFA Institute found. ...

JBWere partners to launch fixed income funds

MATTHEW WAI  |  TUESDAY, 17 DEC 2024
JBWere is launching two active fixed income products, backed by UBS Asset Management (UBS AM), to provide wholesale clients access to domestic and global credit options amid growing demand for the asset class. The product suite, which includes the UBS ...

TPG co-founder David Bonderman dies

JAMIE WILLIAMSON  |  FRIDAY, 13 DEC 2024
... TPG said. "Rarely the loudest person in the room, but often the smartest, David remained humble, once saying that his personal strength was 'Not knowing a lot about something but knowing enough to make a decent decision'." Bonderman graduated from the ...

Colonial First State completes group insurance review

JAMIE WILLIAMSON  |  THURSDAY, 12 DEC 2024
... to provide insurance cover for the 200,000 CFS FirstChoice Employer Super, Essential Super, and FirstChoice Wholesale Personal members. AIA has served as group insurer since it took over CommInsure in 2019 and was reappointed in 2021. CFS Superannuation ...

NRL legend joins private wealth firm

ANDREW MCKEAN  |  THURSDAY, 12 DEC 2024
Ex-National Rugby League (NRL) player Cooper Cronk has joined Viola Private Wealth as an ambassador. Cronk, who's rugby league career included 372 games for the Melbourne Storm and Sydney Roosters, won six premierships, and was inducted into the Hall ...

AMP nabs Mercer wealth manager

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
... and later product manager for one of the country's largest dealer groups. Westpac completed the merger of BT's personal and corporate superannuation funds with Mercer Super Trust and the sale of its Advance to Mercer Australia in 2023. This is ...

JANA consultant heads to Qatar

ELIZABETH FRY  |  TUESDAY, 10 DEC 2024
JANA Investment Advisers has lost a senior consultant to one of Qatar's largest pension funds. After five years at JANA, Kishodaran Letchumanan has joined the General Retirement and Social Insurance Authority (GRSIA) - the pension fund for Qatari ...