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Showing 451 - 460 of 4020 results for "Personal"

QIC splashes $32m on PEP acquisition

KARREN VERGARA  |  WEDNESDAY, 12 JUN 2024
... year that it signed an agreement to acquire ATOM, which has 13 branches across Australia. ATOM's products range from personal protective equipment and safety signage to traffic control and office supplies. QIC head of multi-sector private debt Phil ...

Pengana launches new term account

ELIZA BAVIN  |  WEDNESDAY, 12 JUN 2024
... credit to deliver highly attractive target rates. "TermPlus caters to an extensive list of investor types, including personal accounts, joint accounts, child accounts, SMSFs, companies, and unregulated trusts," Weinbren said. "Historically, term accounts ...

Advice reforms draft laws consultation opens

KARREN VERGARA  |  WEDNESDAY, 12 JUN 2024
... seller which could reasonably influence financial product advice," the explanatory statement shows. In instances where personal advice is provided on general insurance products, the new law proposes that informed consent requirements apply. Lastly, the ...

Most in-demand skills for financial services workers

ELIZA BAVIN  |  WEDNESDAY, 12 JUN 2024
Recruitment at all levels across most categories in the financial services industry has been lacklustre over the 2023/24 year, but there are some skills highly in demand, according to new data from Perceptor. The one exception has been insurance, which ...

CSLR makes inaugural payments

KARREN VERGARA  |  TUESDAY, 11 JUN 2024
... than $360,000, three of which related to bad financial advice. One payout of about $145,000 related to inappropriate personal financial advice provided to a victim from Sydney. AFCA found the fraudulent adviser provided deceitful advice and convinced ...

Super tax concessions cost $54.5bn in lost revenue: Research

ELIZA BAVIN  |  TUESDAY, 11 JUN 2024
... found. The share of Australian workers with a super fund above $1 million is just 2.5%, but those people made 20.1% of all personal super contributions in 2020-21. Removing the tax concession for both super contributions and earnings from the top 10% ...

Equip Super to introduce retirement specialists

ELIZA BAVIN  |  TUESDAY, 11 JUN 2024
... once taking them up they never heard from those funds again. Thee research determined that Australians wanted direct, personal contact from their funds to better understand retirement options and pension products both during the transition to retirement ...

HNWIs wealth reaches unprecedented levels

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
The Capgemini Research Institute's World Wealth Report 2024, released today, shows high-net-worth individuals (HNWIs) and their wealth hit unprecedented levels in 2023, driven by a rebound in the global economic outlook. According to the report, global ...

AMP North launches new tool

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
... The new digital reporting suite is compatible with Microsoft 365, enabling advisers to incorporate their branding and personal commentary into client reports, which can be presented online or exported as standalone documents. "Together with North's newly ...

Four advice firms merge, launch Esencia

KARREN VERGARA  |  MONDAY, 3 JUN 2024
... integration. "Our purpose is a continuation of the values that each of our businesses held dear, centred on marrying deeply personal relationships with integrity. As we plan to expand further, we will be looking to partner with and acquire other firms ...