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Showing 441 - 450 of 4020 results for "Personal"

IFS launches two courses with Kaplan

KARREN VERGARA  |  FRIDAY, 5 JUL 2024
... aims to define a clear career progression pathway from service staff providing general advice to practitioners providing personal advice. Gervasoni added that "we believe the proposed education solution can be incorporated into our broader range of consultancy ...

AAT mitigates adviser's permanent ban

KARREN VERGARA  |  WEDNESDAY, 3 JUL 2024
... North Sydney. Prior to that he had stints with Strategic Capital Management, Perpetual and ipac. ASIC found he provided personal advice to 11 retail clients after failing the mandatory adviser exam. Justice Kyrou said: "In order to uphold the integrity ...

Brighter Super launches Retire Easy Pension

JAMIE WILLIAMSON  |  WEDNESDAY, 3 JUL 2024
... David Koch, also known as Kochie, as retirement ambassador. The partnership sees the former television personality and personal finance guru provide insights and guidance to the fund's members via an online resource center and webinars and in-person ...

Iress hack investigation finds 20 OneVue files breached

JAMIE WILLIAMSON  |  TUESDAY, 2 JUL 2024
... platform's production environment was accessed. Following investigation, Iress has now confirmed a limited amount of personal information relating to 20 OneVue employees and clients was accessed. This is because the part of the OneVue production ...

ASIC freezes assets of Melbourne based licensee

ELIZA BAVIN  |  THURSDAY, 27 JUN 2024
... August 2017. The company described itself as an investment and financial advisory firm specialising in the provision of personal financial and investment advice to private investors. Global Capital Property Fund has been an authorised representative ...

Unprecedented vulnerabilities in financial services: KPMG

ANDREW MCKEAN  |  THURSDAY, 27 JUN 2024
KPMG specialists say disruptive technologies, particularly generative AI, and the imperative to automate, are exposing financial services executives to unprecedented vulnerabilities. In Australia, KPMG partner Matt O'Keefe noted that heightened customer ...

Former AMP advice lead sues The Australian

ELIZA BAVIN  |  MONDAY, 24 JUN 2024
Former AMP head of advice Jack Regan has launched defamation proceedings against The Australian claiming an article published by the news outlet inferred he misled the Australian Investments and Securities Commission (ASIC). Regan claimed the article ...

Inflation weighing on next generation of retirees

ELIZA BAVIN  |  THURSDAY, 20 JUN 2024
Generation X - the next in line to retire - is worried about running out of money, or not having enough to retire at all, according to new research by Natixis Investment Managers. The research, conducted in collaboration with CoreData Research, found ...

Australia's competitiveness climbs world rankings

ELIZA BAVIN  |  TUESDAY, 18 JUN 2024
... broad-based tax reform, and this report makes the need even more clear, given our consistently high levels of company and personal income taxes (ranked 57th and 55th respectively)," Wilson said. "All parts of the tax system must be on the table - particularly ...

Super Members Council renews calls for anti-hawking extension

JAMIE WILLIAMSON  |  THURSDAY, 13 JUN 2024
... where the caller is authorised by the Financial Conduct Authority, or is the trustee or manager of an occupational or personal pension scheme, or where the recipient has consented to the calls.