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Showing 31 - 40 of 4062 results for "Personal"

Advised clients more satisfied despite heightened costs: Report

MATTHEW WAI  |  TUESDAY, 25 AUG 2026
... customise your query in ChatGPT or Claude to be about your own circumstance, depending on your level of openness, providing personal information. But it's not going to be as personalised as you could get from an adviser, where that trust element ...

Industry reacts to Mulino's sweeping reforms

RIDDHIMA TALWANI  |  THURSDAY, 20 AUG 2026
... must ensure a clear distinction between full professional advice, which tells a consumer what they should do in their personal circumstances, from information and guidance, which outlines what an individual can do. "We look forward to working with the ...

Mulino brings New Class of Advisers to life, guarantees fairer CSLR funding

KARREN VERGARA  |  WEDNESDAY, 19 AUG 2026
... Furthermore, Mulino said the CSLR was not designed to absorb the costs associated with large scale investment losses linked to personal advice failures and that "the quantum of those losses is simply too large." "We are ensuring that compensation is ...

Mulino unveils sweeping reforms to cold calling, MISs

KARREN VERGARA  |  WEDNESDAY, 19 AUG 2026
... unsolicited offer of a financial product to a consumer. Several exceptions apply, including offers made while providing personal advice to the consumer by a person who is required to act in the consumer's best interests. Treasury previously stated ...

HESTA follows Cbus on death benefit nomination changes

RIDDHIMA TALWANI  |  TUESDAY, 18 AUG 2026
... year encouraging them to make a binding death benefit nomination. "You can only nominate your dependants, your legal personal representative (usually the executor or administrator of your estate), or both. As long as your nomination remains valid, we ...

New platform provides guidance for retirees

MATTHEW WAI  |  THURSDAY, 13 AUG 2026
A new artificial intelligence (AI) platform has launched to fill a gap that is persisting for retiring members seeking purpose in the retirement phase. Purpose Again founder Colin Pudsey told Financial Standard he's launched the platform on a mission ...

LGT Wealth Management appoints chief tech officer

RIDDHIMA TALWANI  |  THURSDAY, 13 AUG 2026
... investing in a secure and scalable platform that brings together LGT's global capabilities with the local service and personal relationships our clients value."

ASIC warns investors over Yepbit platform

VINNY VUCAGO  |  THURSDAY, 13 AUG 2026
... suspect they have been scammed to contact their bank immediately, particularly if they have transferred money or disclosed personal or financial information. ASIC also cautioned investors to be alert to recovery scams, where criminals offer to retrieve ...

HNW investors turn to AI but remain loyal to advisers

VINNY VUCAGO  |  WEDNESDAY, 12 AUG 2026
High-net-worth Australians are increasingly turning to artificial intelligence (AI) to manage their finances, but most remain reluctant to replace their financial adviser with the technology, new research from Praemium and CoreData has found. Around ...

Super funds should not be asked to fund the CSLR: ASFA

MATTHEW WAI  |  TUESDAY, 11 AUG 2026
... compensation, which is not the case in Australia. Despite accounting for almost all (96%) compensation the CSLR has paid, the personal financial advice sector has only contributed 84% of its funding. ASFA acknowledged it would be "impossible" for financial ...