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Showing 461 - 470 of 4023 results for "Personal"

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 ...

Australians selling assets over seeking help: ASIC

ELIZA BAVIN  |  MONDAY, 3 JUN 2024
... path to seeking help feels daunting, confusing, and challenging. It is concerning that people would rather sell their personal belongings or get a second job rather than seek financial hardship assistance," ASIC commissioner Alan Kirkland said. "Customers ...

Former Queensland adviser struck off permanently

ANDREW MCKEAN  |  WEDNESDAY, 29 MAY 2024
... property development purposes. He diverted these funds without authorisation from his clients' SMSF accounts to cover personal debts, personal expenses, and business expenses of Refocus. Following an ASIC investigation, he appeared before the Maroochydore ...

Employees will quit on full return-to-office orders: Survey

KARREN VERGARA  |  TUESDAY, 28 MAY 2024
... is somewhat unrealistic," Peters said. "Employees need to understand there needs to be a balance between work life and personal life. In the past, society has put an emphasis on professional life, but it now seems some people have the mindset work is ...

Former director sentenced to seven years in prison

ELIZA BAVIN  |  TUESDAY, 28 MAY 2024
... between May 2016 and November 2017, Ali dishonestly used funds provided by investors to purchase a BMW motor vehicle for a personal associate and real estate for himself and his wife, pay personal expenses, and to pay returns to other investors. The ...

New platform launches for high-net-worth families

ELIZA BAVIN  |  FRIDAY, 24 MAY 2024
... inefficiencies and managing both traditional and non-traditional assets across fragmented tools. "HeirWealth was borne from a personal need after I was executor of my father's modest estate," HeirWealth chief executive Ray Tubman said. "That pivotal ...

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. ...