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Showing 321 - 330 of 4020 results for "Personal"

Chief executive misbehaviour stifles investment returns

ANDREW MCKEAN  |  THURSDAY, 23 JAN 2025
... series of high-profile management indiscretions impacted Australian listed companies, from misuse of company resources for personal gain - a case in point being MinRes founder Chris Ellison - to accusations of bullying and harassment, failed whistleblowing ...

Ethical investment holdings double: CoreData

ANDREW MCKEAN  |  TUESDAY, 21 JAN 2025
... different wealth levels, ranging from mass affluent - investors with a household income of at least $150,000 to $300,000 or personal income of $100,000 to $150,000 - to HNW investors with portfolios over $1 million, excluding superannuation and the home ...

Grattan Institute renews calls for best-in-show super funds, partial annuitisation

KARREN VERGARA  |  MONDAY, 20 JAN 2025
... balance above $250,000 to the annuity. This reform alone could boost retirees' incomes by up to 25%. "Relying on personal financial advice to deliver better retirement incomes than solely account-based pensions drawn at the minimum is unnecessary ...

Legalsuper hunts for CIO

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025
... months into the job. Chief executive Luke Symons confirmed that Murray resigned from the fund on 20 December 2024 for personal reasons. "Paul played a valued role in our investments team, making a positive impact on our investment performance and overall ...

Local private wealth manager appoints new chief

ANDREW MCKEAN  |  THURSDAY, 16 JAN 2025
... North. "Today, stepping into his new role as chief executive in January 2025, Jim brings a vast set of international and personal perspectives to the leadership arena," the firm said. "Possessing an infectious flair for leading others, driving organic ...

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 ...