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Showing 481 - 490 of 4020 results for "Personal"

Crescent Wealth to merge into Russell Investments

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
... investment products failing. A spokesperson from the fund later criticised the test, arguing that it doesn't consider personal investment decisions based on values and beliefs. "While we are disappointed by the outcome, we remain focused on making ...

ASIC hits back at parliament: 'Simply not realistic'

ELIZA BAVIN  |  TUESDAY, 30 APR 2024
... not appropriate for a regulator to deal with. They may be disputes within a company, or an issue regarding someone's personal experience. We do care about people's personal experiences and we do take into account the data and what we're hearing from ...

AMP Advice partners with BlackRock and Lonsec

ELIZA BAVIN  |  TUESDAY, 30 APR 2024
AMP Advice has engaged BlackRock Australia and Lonsec to introduce a new category of tailored managed portfolio solutions, making it accessible to more advice practices. Advisers will have access to portfolio performance tracking and dedicated content ...

Adviser fakes exam certificate, cops ASIC ban

KARREN VERGARA  |  FRIDAY, 26 APR 2024
... Wealth Management, has been banned from entering financial services. ASIC's investigation found that she rendered personal advice to 121 clients in circumstances where she knew that she did not meet the prescribed education and training standard. ...

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 ...