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Showing 591 - 600 of 3996 results for "Personal"

CalPERS investment chief tenders resignation

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2023
... during his tenure. Meng was found to have invested CalPERS funds into several private equity vehicles which he also had personal holdings in.

Priority Advisory Group, Wise Planners merge

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... combined entity will have 12 advisers. Based in Sydney's north shore, the newly merged firm will have four divisions: personal and family wealth, aged care, life risk insurance, and workplace financial advice. The two practices are authorised representatives ...

AI to revolutionise investment industry: Research

CASSANDRA BALDINI  |  WEDNESDAY, 13 SEP 2023
The investment industry's digital transformation will be accelerated using artificial intelligence (AI) and big data, both of which stand out as some of the most influential factors in coming years. The CFA Institute's Research and Policy Centre's ...

NGS Super to debut retirement income product

KARREN VERGARA  |  MONDAY, 11 SEP 2023
NGS Super is set to launch a new retirement product this November in a bid to help decumulation phase members retire with confidence. NGS Super chief executive Natalie Previtera told Financial Standard that the $14.2 billion superannuation fund will ...

Experience pathway enshrined in legislation

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... relevant provider and will face civil penalty sanctions for breaching the Corporations Act if they continue to provide personal financial advice. Previously, new entrants must complete an approved qualification as determined by the minister in the Approved ...

hmh Advisory launches online platform

CASSANDRA BALDINI  |  FRIDAY, 8 SEP 2023
... audiences. Firstly, accounting clients of the firm who want professional portfolio assistance, while not requiring full personal financial advice, as well as the children and/or grandchildren of the firm's accounting and financial services clients who ...

Spark adopts two fintechs

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... sustainability data, making it available to advisers who can better inform clients on investment solutions appropriate to their personal sustainability preferences. Spark currently has 80 financial advisers within its network, managing more than $1.5 ...

Some explanations have missed the mark: Lowe

CASSANDRA BALDINI  |  FRIDAY, 8 SEP 2023
... will get better outcomes if the public square is filled with facts and nuanced and informed debate, rather than vitriol, personal attacks and clickbait," he said. "As a society, we have got work to do here." Explaining his decision-making process, Lowe ...

Life Sherpa rolls out investment solution

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2023
... to help them make good decisions." Also commenting, OpenInvest head of distribution Ravi Verma said: "The rules around personal advice and the loss of advisers across the industry mean that advice firms that want to reach and help the broadest possible ...

Spaceship launches US investing service

JAMIE WILLIAMSON  |  WEDNESDAY, 6 SEP 2023
... diverse array of options enables investors to craft a portfolio that aligns with their financial goals, risk tolerance and personal preferences." Spaceship chief executive Andrew Moore said the aim is to democratise access to the US market. "Our mission ...