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Showing 641 - 650 of 4071 results for "Personal"

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 ...

AMP names super, investments lead

KARREN VERGARA  |  TUESDAY, 24 OCT 2023
... that she spent more than seven years as the managing director of superannuation at BT Financial Group before leaving for personal reasons. Between 1993 and 2004, she was BTFG's director of superannuation and retirement products. In the intervening ...

Pepper Money launches SMSF loan offering

CASSANDRA BALDINI  |  MONDAY, 23 OCT 2023
... directors of companies with credit impairment across both residential and commercial SMSF loans. "With options across personal loans, home loans, commercial and SMSF, Pepper Money now has options that help meet the generational needs of your clients ...

Mass-affluent population key to insurer sustainability: Report

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2023
The world's 40 largest life insurers face huge sustainability challenges, as a new report shows they will see close to $13 trillion in outflows between now and 2040. Capgemini's World Life Insurance Report 2023 shows policyholders aged 65 and ...

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
... legal and administrative issues, financial pressures, family dynamics, ensuring fairness for the family, and fulfilling personal wishes. Further, respondents making estate plans often cited complications arising from life scenarios, such as financial ...

Startup success hinges on founder personality: Research

KARREN VERGARA  |  WEDNESDAY, 18 OCT 2023
While the vast majority of fintechs fail, a new study from the University of New South Wales finds that their success rate is closely linked to the founder's personality. After using artificial intelligence to analyse the Twitter profiles of 21,000 ...