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Showing 661 - 670 of 3997 results for "Personal"

Experience pathway could create two adviser tiers

KARREN VERGARA  |  TUESDAY, 23 MAY 2023
... banned or disqualified or given an undertaking. A relevant provider on the other hand is someone authorised to provide personal advice to retail clients about financial products in accordance with the Corporations Act. The explanatory memorandum uses ...

David Lane to leave Perpetual

CASSANDRA BALDINI  |  TUESDAY, 23 MAY 2023
David Lane has revoked his decision to lead the firm's US asset management business due to personal and family reasons. In November, Perpetual revealed notional changes to its executive committee ahead of its Pendal Group acquisition, which has ...

Regulation, funding inhibits digital advice: Report

KARREN VERGARA  |  MONDAY, 22 MAY 2023
... 16 providers and found that robo-advisers want more clarity and guidance from the regulator so that they can provide personal advice with confidence. Robo-advisers are well aware of the risks of "treading into personal advice territory, particularly ...

Vanguard restructures retail unit, creates executive roles

KARREN VERGARA  |  FRIDAY, 19 MAY 2023
Vanguard Australia has overhauled its superannuation and Personal Investor businesses, appointing two executives to newly created roles to help lead the merged retail units. The fund manager will merge the two retail divisions comprising superannuation ...

Finfluencers bridge financial advice gap

KARREN VERGARA  |  THURSDAY, 18 MAY 2023
... accessible and affordable. With a shrinking adviser population, Aracas says they are hard pressed to meet the demand for personal advice, let alone education. "As the demand for advice and education increases, we believe it will be unlikely that practices ...

Super funds must prioritise member experience: Consultant

ANDREW MCKEAN  |  WEDNESDAY, 17 MAY 2023
A global technology and HR consultancy is urging superannuation funds to shift to experience-led organisations, amid changing member expectations. Bharat Bathi, the lead of Wipro HR Services' retirement services division, says "it's not an option ...

Lumiant, Invest Blue build digital advice platform

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
... components of the advice process will help ensure that Invest Blue can deliver advice at scale. " He added with banks out of personal advice, Invest Blue wants to help "fill the void." "Not only in terms of making advice affordable and accessible to ...

Sales-oriented fear stunts expansion goals: Survey

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
New research reveals that the fear of being pushy or appearing to be "salesy" is deterring financial advisers from proactively expanding their client base and increasing their assets under advice. About 43% of the 158 financial advisers based in the ...

Next generation stands by family adviser: Survey

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... new one. The survey also found that the next generation has multiple, competing priorities for their wealth in terms of personal, family and community-oriented goals. Nearly nine of 10 prioritise having enough to support their retirement lifestyle and ...

Mercer scoops up third BT business unit

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... bank wanted to get rid of. Since its formation, nine business units have been divested, including the merger of BT's personal and corporate superannuation funds and the sale of Advance Asset Management to Mercer. Platforms, Westpac Pacific, margin ...