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Showing 301 - 310 of 4020 results for "Personal"

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 ...

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."