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Showing 441 - 450 of 3995 results for "Personal"

Financial services workers eye earlier retirement

KARREN VERGARA  |  THURSDAY, 23 MAY 2024
... two-year difference around 10 years before that." The study also found that the Age Pension is still the main source of personal income at retirement for 43% of retirees, followed by superannuation, an annuity, or private pension at 27%. "Over the past ...

SMSFs' use of advisers plummets: Research

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
... financial advisers have in delivering advice that is suited to the needs of SMSF trustees," said Vanguard Australia chief of personal investor Renae Smith. "It's been a longstanding view of Vanguard's that advice can help investors achieve better outcomes. ...

ASIC issues experienced pathway guidance

KARREN VERGARA  |  WEDNESDAY, 22 MAY 2024
... standards. The new law passed last year states that an experienced provider is a person who was a relevant provider of personal advice for at least 10 years between 1 January 2007 to 31 December 2021, and had a clean disciplinary record as at 31 December ...

NovaPort Capital team calls it a day

JAMIE WILLIAMSON  |  TUESDAY, 21 MAY 2024
... close its funds management operations. The review determined that the growth potential of the business along with the personal ambitions of the NovaPort principals meant now was the time to close the business." "Acting in the best interest of investors ...

Aware Super hires head of corporate development

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
... coming across from Vanguard Australia where he was head of strategic growth and performance. While there, he worked on its Personal Investor division, including Vanguard Super. Stevens brings extensive experience in the superannuation space, and with ...

Sequoia seeks Takeovers Panel intervention

KARREN VERGARA  |  FRIDAY, 17 MAY 2024
... the lesser industry publication number and SEQ's adviser number was the 39 advisers who are not licensed to provide personal advice but may provide general and wholesale advice," Crole and Pattison wrote in response. Sequoia had 376 advisers in total ...

CalSTRS appoints chief investment officer

ANDREW MCKEAN  |  THURSDAY, 16 MAY 2024
The California State Teachers' Retirement System (CalSTRS) has named a chief investment officer to succeed Christopher Ailman, who announced his retirement in January after a long tenure. Scott Chan, who's served as deputy chief investment officer since ...

Members' attitude, behaviour key to better engagement

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
New research suggests superannuation funds need to focus more on attitudinal and behavioural insights if they're to improve engagement. The latest CSBA FEAL Superannuation Experience & Engagement Benchmark expanded its coverage to survey super fund ...

Advisers should leverage US tech blueprint: SIAA panel

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... notable areas where technology is driving change in the US market. The first is that portfolios are getting much more personal. From a product perspective, technology has unlocked tax-efficient personalisation for managed accounts at scale, including ...

Stockspot plots entry into superannuation space

JAMIE WILLIAMSON  |  TUESDAY, 7 MAY 2024
Stockspot is preparing to launch a superannuation offering that would see members' retirement savings invested exclusively in ETFs. The trading platform is planning to launch Stockspot Super later this year, first bringing an accumulation product to ...