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Showing 521 - 530 of 4070 results for "Personal"

Sequoia seeks Takeovers Panel intervention

KARREN VERGARA  |  FRIDAY, 17 MAY 2024
... the lesser industry publication number and SEQ's adviser number was the 39 advisers who are not licensed to provide personal advice but may provide general and wholesale advice," Crole and Pattison wrote in response. Sequoia had 376 advisers in total ...

CalSTRS appoints chief investment officer

ANDREW MCKEAN  |  THURSDAY, 16 MAY 2024
The California State Teachers' Retirement System (CalSTRS) has named a chief investment officer to succeed Christopher Ailman, who announced his retirement in January after a long tenure. Scott Chan, who's served as deputy chief investment officer since ...

Members' attitude, behaviour key to better engagement

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
New research suggests superannuation funds need to focus more on attitudinal and behavioural insights if they're to improve engagement. The latest CSBA FEAL Superannuation Experience & Engagement Benchmark expanded its coverage to survey super fund ...

Advisers should leverage US tech blueprint: SIAA panel

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... notable areas where technology is driving change in the US market. The first is that portfolios are getting much more personal. From a product perspective, technology has unlocked tax-efficient personalisation for managed accounts at scale, including ...

Stockspot plots entry into superannuation space

JAMIE WILLIAMSON  |  TUESDAY, 7 MAY 2024
Stockspot is preparing to launch a superannuation offering that would see members' retirement savings invested exclusively in ETFs. The trading platform is planning to launch Stockspot Super later this year, first bringing an accumulation product to ...

Men, women in same occupation drive pay gap

KARREN VERGARA  |  FRIDAY, 3 MAY 2024
... women have an hourly wage that is 15% less than the amount men make. "The factor that does seem to drive the gap wider is personal - being married and having dependent children imposes a penalty on how much women earn compared to men. This penalty exists ...

ASIC issues warning over scammers using fake AFSLs

ELIZA BAVIN  |  FRIDAY, 3 MAY 2024
... investment offers in well-known companies. The ads lead consumers to an online enquiry form which scammers use to collect personal information, such as their name, email address, and telephone number. Those targeted are often provided with fake investment ...

Advisers urged to capitalise on HNW interest in alternatives

ANDREW MCKEAN  |  THURSDAY, 2 MAY 2024
... they're exercising discernment in selecting "suitable candidates" for such strategies. One in four advisers cited clients' personal interest in this asset class as the reason for their recommendation. This aligned with the experiences of HNW investors ...

AustralianSuper announces insurance changes

ELIZA BAVIN  |  WEDNESDAY, 1 MAY 2024
... who have made certain changes to their insurance cover in AustralianSuper plan, GHD Superannuation Plan, Super Options, Personal Plan and Australian Super Select plans with age-based basic cover will be affected by the changes. The changes include, but ...

Franklin Templeton to build advanced financial AI platform

ELIZA BAVIN  |  WEDNESDAY, 1 MAY 2024
Franklin Templeton announced it is working with Microsoft to build an advanced financial AI platform. The global investment manager said the partnership marked a significant step toward transforming the financial services industry. The platform will ...