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Showing 641 - 650 of 3996 results for "Personal"

Large AFSLs lead advice complaints: AFCA

KARREN VERGARA  |  THURSDAY, 22 JUN 2023
... complaints, as did Synchronised Business Services (6) and Consultum Financial Advisers (6). Among the non-aligned AFSLs, Personal Asset Services received 63 complaints for the period. A little-known firm called Best Leader Markets which operates derivatives ...

Cyber breach claims CalPERS member data

JAMIE WILLIAMSON  |  THURSDAY, 22 JUN 2023
More than 750,000 retired members of one of the world's largest pension funds have had their personal information accessed in a cybersecurity breach. The California Public Employees' Retirement System (CalPERS) is alerting its retired members and their ...

High value investors playing it safe: Report

CHLOE WALKER  |  TUESDAY, 20 JUN 2023
... making investment decisions. However, they are less focused on the fees or costs associated with investing and their personal circumstances, and instead are more likely to consider the need for diversification in their portfolios as well as the past ...

Soros hands the reins to son

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
... Endowment Fund) in the 1970's, and is well-regarded as one of the most successful hedge fund managers in history. His personal net worth is approximately $9.9 billion.

Banned adviser told to stay put

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
... his clients at significantly different prices. He then used the price margin for his own purposes, including paying off personal debts. ASIC said Ridgway also disguised that a related party was the true owner and seller of the shares he had arranged ...

Greg Combet steps down as IFM Investors, ISA chair

ANDREW MCKEAN  |  WEDNESDAY, 14 JUN 2023
IFM Investors and Industry Super Australia (ISA) chair Greg Combet has relinquished his role to head the government's new Net Zero Agency. Recognised for his expertise in government, investment, climate policy, and industrial relations, as well ...

Pascoe Partners, OpenInvest launch online investing solution

CASSANDRA BALDINI  |  WEDNESDAY, 14 JUN 2023
... broader client base, filling a gap for those who want professional portfolio assistance, whilst not requiring the full personal advice service. "As a well-established firm with offices in Perth and the Wheatbelt region of Western Australia, we have helped ...

Industry bodies respond to QAR recommendations

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
... Association of Superannuation Funds of Australia survey of trustees found that only the majority provide intra-fund and personal advice. "Superannuation funds are well placed to deliver the financial advice that consumers want and need. This can range ...

Treasury to scrap advice admin burdens, boosts intra-fund advice

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
... to their members, as accepted in principle as part of Recommendation 6. Levy said trustees should be able to provide personal advice to their members about their interests in the fund, including when they are transitioning to retirement. "In doing so ...

Perth-based Ponzi scheme shut down by court

JAMIE WILLIAMSON  |  FRIDAY, 9 JUN 2023
... while much was lost. Kaur - which ASIC described as "an unlicensed financial adviser" - also used some of the money for personal expenses, while also collected more than $1 million in fees for the "advice". This occurred between March 2017 and December ...