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Showing 41 - 50 of 2413 results for "Online"

AAT overturns ASIC ban on investment guru

CASSANDRA BALDINI  |  FRIDAY, 20 OCT 2023
... services for a higher fee of $25,000. Most of the courses were live streamed, although video recordings were also accessible online through a portal. As per a copy of the AAT's decision rationale: "It appeared to be clear from the nature of the courses ...

Former AMP Capital executive takes over at Selfwealth

CASSANDRA BALDINI  |  THURSDAY, 19 OCT 2023
... positions at Westpac, Commonwealth Bank, and HSBC Bank Australia. While at HSBC, Keary assisted the bank in developing its online trading platform. SelfWealth chair Christine Christian expressed her delight in finding someone of Keary's calibre and ...

New advice firm hits Melbourne

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
... Wealth and Verse Wealth. Sauer said in a world of "get rich quick" schemes and limitless, often contradicting information online, the name Source Wealth and its motto, "your trusted source" was conceived as an antithesis to unreliable financial information. ...

HNWs increase digital engagement: Research

CHLOE WALKER  |  THURSDAY, 12 OCT 2023
... appreciate. "The end-client has shared with us that having their tax reporting taken care of is really important, as well as online and on-demand access to their portfolios," Guiamatsia said. "These top three features really speak to the fact that there's ...

Former adviser lands in jail

KARREN VERGARA  |  TUESDAY, 26 SEP 2023
A former financial adviser who took more than $1 million from clients to feed his online gambling addiction has been sentenced to jail for five years. The District Court of Western Australia found Mark Raymond Sebo guilty of misappropriating $1,056,685.18 ...

TAL offers super funds financial literacy tools for employers

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2023
... and be better informed in making decisions to improve their financial health." TAL has created TAL Employer Assist, an online hub for exclusive use by TAL's superannuation partners, which includes tools and resources they can share with employers and ...

CFA Institute launches private markets, alternatives certificate

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
... managers looking to diversify their portfolios, and consultants working with general or limited partner firms. The self-paced online certificate consists of courses covering private equity, private credit, real estate, infrastructure, commodities, and ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... Investment Trends' latest research. The 2023 High Net Worth Investor Report, sponsored by Praemium, is based on a quantitative online survey conducted between June and July in which 1531 high-net-worth investors (HNWIs) participated. It shows Australia's ...

hmh Advisory launches online platform

CASSANDRA BALDINI  |  FRIDAY, 8 SEP 2023
Victorian firm hmh Advisory launched its online wealth management solution, catering to those who don't require full-scale financial advice. The new solution, hmh onlineinvest, offers access to four diversified portfolios which cover a range of risk ...

Financial hardship neglect lands Westpac in court

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... customers' hardship notices. Further, Westpac did not do enough to investigate and rectify the systems issues plaguing its online hardship notification process. If it wins, ASIC is seeking declarations, pecuniary penalties, and adverse publicity orders ...