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Showing 461 - 470 of 3996 results for "Personal"

How to win in today's wealth management industry: EY

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
To outperform in the wealth management industry, leaders must conquer several "underlying challenges" by 2030, according to an Ernst & Young (EY) report. "Overcoming these challenges is vital if wealth managers are to create value for clients, stakeholders ...

intelliflo adds SMSF cashflow modelling capabilities

JAMIE WILLIAMSON  |  THURSDAY, 18 APR 2024
Advisers using intelliflo now have access to cashflow modelling tools for SMSF clients. A new update to its intelliflo office software includes detailed cashflow inputs, projections, and outputs within its cashflow modelling for clients SMSFs, or who ...

ATO targets crypto investors, sharing economy

KARREN VERGARA  |  WEDNESDAY, 17 APR 2024
... work through Uber, Airtasker or any of the many sharing economy platforms which allow you to rent out assets or your personal services, take heed. The ATO is now receiving reports from many platforms (including Uber), which it can use to highlight data ...

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
The annual list of the world's most innovative wealthtech companies was recently released, with several Australian firms making the cut. Iress, GBST, Practifi, Lumiant, and Ignition Advice were all on the list, which was selected by a panel of industry ...

Vale Wayne McGauley

ELIZA BAVIN  |  TUESDAY, 16 APR 2024
The financial services industry has paid tribute to Wayne McGauley who passed away over the weekend. Most recently the head of distribution at Wheelhouse Partners, McGauley had a long and successful career in the financial services industry spanning ...

Why aged care advice needs tougher regulation

KARREN VERGARA  |  WEDNESDAY, 10 APR 2024
... understandable for consumers. "When considering the delivery of aged care advice, enforcing and strengthening the oversight of personal advice that falls under the Corporations Act requirements is crucial to improving the outcome for older Australians ...

Zenith welcomes back original partner

ELIZA BAVIN  |  TUESDAY, 9 APR 2024
... growing adviser demand for Zenith's managed account solutions. "After taking 12 months away from the industry to explore personal interests, Ben's passion for investing has been rekindled," Huddy said. "For nearly 20 years Ben was a respected leader ...

James Mawhinney applies to have ASIC's case struck out

ELIZA BAVIN  |  MONDAY, 8 APR 2024
Lawyers acting on behalf of the embattled Mayfair 101 private equity investment group have applied to the Federal Court to strike out the Australian Securities and Investments Commission's (ASIC) case against the group's managing director James Mawhinney. ...

Super advice fee deductions compound red tape: JAWG

KARREN VERGARA  |  MONDAY, 8 APR 2024
... March 27, proposes to legislate trustees' ability to pay a fee from a member's super account to an adviser for personal financial advice provided as per Recommendation 7 of the Quality of Advice Review. This aims to provide trustees with more ...

NZ Super Fund chief investment officer departs

ELIZA BAVIN  |  WEDNESDAY, 3 APR 2024
... during his tenure. Meng was found to have invested CalPERS funds into several private equity vehicles in which he had personal holdings. Gilmore's appointment followed an "exhaustive, worldwide search" by CalPERS for a new investment chief, seeking ...