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Showing 21 - 30 of 4065 results for "Personal"

End of an era as Bowater leaves Frontier

MICHELLE BALTAZAR  |  THURSDAY, 10 SEP 2026
... Trafford-Walker, whose role she took after Trafford-Walker vacated it in 2019. "My time at Frontier has been very rewarding on a personal level, and I'm intensely proud of what the very capable Frontier team and I have achieved at Frontier together. ...

Netwealth recruits AI expert to boost in-house advice tech

RIDDHIMA TALWANI  |  THURSDAY, 10 SEP 2026
... tools, are critical to addressing this need," Giorgio added. "For advisers, we know that capacity needs to move beyond personal productivity to scale. We also know that AI and data can be applied to create better personalisation for clients. I'm ...

ASIC zeroes in on recurring compliance breaches

VINNY VUCAGO  |  THURSDAY, 10 SEP 2026
... and that annual financial statements are lodged accurately and on time. The update also flags ongoing concerns around personal advice involving superannuation contributions and rollovers. ASIC said poor advice in this area had resulted in clients exceeding ...

Court orders ASIC to preserve assets from doomed trust

MATTHEW WAI  |  THURSDAY, 10 SEP 2026
The New South Wales Supreme Court has ordered ASIC to protect assets in the Deckchair Trust after an associated member sought to take sole control of the trust following winding-up orders. NSW accountant and former solicitor Christopher Edwards purportedly ...

Aperio joins Akumin

VINNY VUCAGO  |  WEDNESDAY, 9 SEP 2026
... we couldn't be happier," he said. Akumin is a subsidiary of Entireti, which also includes Fortnum Private Wealth, Personal Financial Services and Entireti Alliances.

MSC Group awarded mandates for natural resources strategy

MATTHEW WAI  |  MONDAY, 7 SEP 2026
... with proven management teams that are both highly experienced and deeply aligned with shareholders through significant personal investment," the fund said. "Our focus is on producing and development companies, with a preference for assets located in ...

Iress sharpens tech integration to reduce adviser admin burden

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... register that sits between a client's legal will and their financial plan, capturing the financial, practical and personal detail a family needs when a client loses capacity or dies. BillWill founder, Colin Jowell, said: "Advisers are increasingly ...

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... super fund (SMSF), or I want to go to an advice practice that can really tailor a plan which is purpose-built for my personal situation and circumstances'." Hackett adds tailored portfolios have now become more democratised, with the scale needed ...

APRA hits 12 super options with failed grade

KARREN VERGARA  |  FRIDAY, 28 AUG 2026
... across all product types - but platform TDPs remain materially more expensive, even before considering the costs of any personal financial advice. The CPPP also shows platform TDPs have higher rates of underperformance over 10 years when compared against ...

FEATURE | Group insurance | Dusk to dawn

KARREN VERGARA  |  FRIDAY, 28 AUG 2026
... "Western, Educated, Industrialised, Rich and Democratic" or "WEIRD" countries, grappling with the perfect storm of a medical, personal and social phenomenon. Several studies and datasets reveal an unavoidable paradox: As a rich and 'lucky' country ...