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Showing 561 - 570 of 3996 results for "Personal"

RW Capital launches Pets Fund

CHLOE WALKER  |  FRIDAY, 3 NOV 2023
... the fund will pay out a dividend of 6% to 8% in its first year. RW Capital managing director Dan White, who has been a personal investor with Pet Resorts for close to 15 years, said he is excited to be partnering with an "experienced operator with a ...

NGS Super launches retirement savings strategy

CASSANDRA BALDINI  |  WEDNESDAY, 1 NOV 2023
... advice market. So, the government has committed to expanding the role that superannuation funds will play in providing personal financial advice." He added that going forward the industry will have a unique challenge because the accumulation phase was ...

Will HNW firms re-enter retail advice?

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
Two major high-net-worth financial advice firms laud the Quality of Advice Review's promises of drastically reduced scrutiny and red tape but have stopped short of saying that they will re-enter the retail client space. JBWere Australia began exiting ...

Clime IM doubles down on strategy, taps into AI

ANDREW MCKEAN  |  MONDAY, 30 OCT 2023
Clime Investment Management is recalibrating to become a full-service private wealth business, anticipating a rise in advisory fee revenues as it contends with a decline in funds under management (FUM). Last week, the ASX-listed wealth company reported ...

Power50: Most influential advisers named

STAFF WRITER  |  MONDAY, 30 OCT 2023
... guide and educate those who have been priced out of traditional advice. But there's also plenty doing just that on a more personal level - selflessly giving their time to provide advice pro bono, supporting causes close to their hearts, and changing ...

Federal Court freezes assets of pension platform

CASSANDRA BALDINI  |  MONDAY, 30 OCT 2023
... countries, including Australia, US, UK, and Hong Kong. Its investment offering, Brite Platform, caters to self-invested personal pension providers, qualifying recognised overseas pension schemes, and self-managed superannuation funds. According to court ...

Super member loyalty on the rise: Data

JAMIE WILLIAMSON  |  FRIDAY, 27 OCT 2023
Loyalty among superannuation fund members is at a three-year high, with just 18% now intending to take their retirement savings elsewhere. That's according to the latest CSBA FEAL Superannuation CX Benchmarking report, which surveyed more than 7200 ...

Betashares launches investment platform, targets retail investors

ANDREW MCKEAN  |  WEDNESDAY, 25 OCT 2023
Betashares has unveiled a new investment platform for self-directed investors, offering access to any ETF traded on the ASX at zero brokerage, with features for financial advisers on the horizon. The fund manager's new platform - Betashares Direct ...

Magellan chief executive quits

CASSANDRA BALDINI  |  WEDNESDAY, 25 OCT 2023
After 17 months in the top job, David George has relinquished his positions as Magellan Financial Group chief executive and managing director, effective immediately. Magellan's board said it is the right moment to redirect their leadership and thanked ...

ASIC loses case against Diversa

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2023
... obtaining hardship payments. At the time he was only licensed to provide general advice but was later found to have provided personal advice. In addition to rolling people into YourChoice, advice provided by Bhandari included telling consumers to tell ...