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Showing 541 - 550 of 3995 results for "Personal"

Former adviser convicted over false documents

CHLOE WALKER  |  THURSDAY, 30 NOV 2023
... superannuation and insurance advice. Specifically, he intentionally failed to disclose all relevant information relating to the personal circumstances of the clients, including details of their health and medical history. The incomplete disclosure put ...

ASIC confirms adviser registration deadline

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2023
... before the 1 February 2024 final deadline. From this date, advisers otherwise known as relevant providers who provide personal advice to retail clients on relevant financial products must be registered with ASIC. This excludes time-share advisers as ...

Vale Charlie Munger

CHLOE WALKER  |  WEDNESDAY, 29 NOV 2023
... earth. Just last week, Buffett revealed the details of his succession plan. A billionaire in his own right, Munger had a personal fortune of some US$2.6 billion.

Aussie fintech growth counteracted by local challenges: EY

CASSANDRA BALDINI  |  WEDNESDAY, 29 NOV 2023
... channels, fintechs said they increasingly rely on founder funding, with a notable 57% of founders tapping into their personal funds to meet their companies' objectives. This is up from 50% in 2021 and 2022. Angel investors and financial support from ...

Treasury mulls reforming use of genetic test results by life insurers

JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2023
Treasury is calling for feedback on the use of genetic testing in life insurance underwriting, citing concerns the existing moratorium is ineffective, negatively impacting medical research efforts, and a lack of compliance from insurers. The government's ...

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
... acquire Millennium3 Financial Services (M3) from Insignia Financial for $2 million. Under the deal, M3's 140 wealth and personal risk insurance advisers, operating in more than 75 privately owned practices across the country, will come under the ...

Robo-adviser reaches US$50bn milestone

KARREN VERGARA  |  MONDAY, 20 NOV 2023
... Wealthfront's dedication to empowering young professionals to achieve their financial goals and shaping the future of personal finance," Wealthfront chief executive David Fortunato said. UBS was set to acquire Wealthfront for US$1.4 billion in early ...

Bell Financial Group welcomes group head of sales

CASSANDRA BALDINI  |  MONDAY, 20 NOV 2023
... include equities execution and clearing, margin lending, structured loan products, portfolio administration services, personal superannuation solutions and third-party clearing services, Bell FG said. Saunders moves across from NAB Private Wealth after ...

Allianz Retire+ heavyweight jumps ship

ELIZABETH FRY  |  FRIDAY, 17 NOV 2023
... standard will always be financial advice from an independent financial adviser. To him, better and more seamless access to personal data is still one of the key hurdles. Thornton wants a world where advisers and super funds could access MyGov data with ...

CQS sold to Manulife Investment Management

CASSANDRA BALDINI  |  THURSDAY, 16 NOV 2023
... long-term returns to our client base," she said. "I would like to take this opportunity to thank Lord Hintze for the personal support and wise counsel he has given me as chief executive. Over the last decade we have transformed CQS into a global alternative ...