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Showing 601 - 610 of 3996 results for "Personal"

Lumiant chief steps down

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2023
... the fintech, taking to total amounts raised to $12 million as at March. Last year, US financial adviser, investor, and personal finance commentator Ric Edelman injected an undisclosed amount in Lumiant, while Savant pledged a $3 million investment. "Twenty ...

Spire Capital, Oaktree launch wholesale fund

CHLOE WALKER  |  FRIDAY, 1 SEP 2023
The Spire Oaktree Special Opportunities Fund offers wholesale investors exclusive access to opportunistic credit and special situations. The fund builds on a three-year partnership between Spire Capital (Spire) and Californian-based Oaktree Capital ...

Government must do more after product failures: FSC, SCA

JAMIE WILLIAMSON, RACHEL ALEMBAKIS  |  FRIDAY, 1 SEP 2023
... Crescent Wealth, which saw three of its four investment options fail, also criticised the test as it "does not account for personal investment decisions aligned to values and beliefs." "We encourage our members to speak to a financial adviser before ...

Ninety-seven super products fail performance test

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2023
... performance of the investment options that have failed the test." As for AMP, the products that failed sit within the Wealth Personal Superannuation and Pension Fund and include five of the Experts' Choice products, eight of the Generations products ...

MA Financial strengthens lending business

CHLOE WALKER  |  MONDAY, 28 AUG 2023
... it's here to stay." Of the $3.3 billion of credit MA manages, it has $20 million in consumer unsecured credit, or personal lending. Wyke said MA doesn't take mezzanine financing positions in either real estate construction or real estate, rather ...

Perpetual restructures asset management leadership, regional chiefs exit

ANDREW MCKEAN  |  THURSDAY, 24 AUG 2023
... Standard, David Lane, the chief of Perpetual's US asset management division, will step down at the end of the month, citing personal and family reasons for his departure. Perpetual's FY23 results showed it assets under management increased to $212.1 ...

Women less confident to retire: Vanguard

CHLOE WALKER  |  THURSDAY, 24 AUG 2023
... women who do not make regular contributions are "not at all" or only "slightly confident". Nutter said there are several personal actions that women can take; however, the onus is also on other parties such as spouses, the government, and the superannuation ...

Financial Standard kicks off Power50 voting

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2023
... the voting round have been vetted against ASIC's Financial Advisers Register and confirmed as licensed to provide personal financial advice. The 50 individuals who collect the highest votes and pass Financial Standard 's editorial vetting screen ...

Westpac reports $1.8bn net profit, rise in stressed assets

ANDREW MCKEAN  |  MONDAY, 21 AUG 2023
... $150,000 to consumers who have an unpaid determination from the Australian Financial Complaints Authority relating to personal financial advice, credit intermediation, securities dealing or credit provisions. It will be funded by levies imposed on parts ...

ASIC proposes five-year extension to DDO

ANDREW MCKEAN  |  WEDNESDAY, 16 AUG 2023
... seek approval for owning or controlling an RSE licensee, especially when their shareholding doesn't entitle them to personal financial gains. The decision follows APRA's April 2023 consultation on the draft instrument.