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Showing 681 - 690 of 4071 results for "Personal"

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.

FSCP issues slap on the wrist to adviser

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
... written reprimand in breaching sections 961B(1), 961G, 961J(1) and 921E(3) of the Corporations Act 2001 in relation to personal advice provided to retail clients between January 2022 and March 2022. Looking closely at the FSCP's fourth determination ...

Wall Street firms slugged $442m for recordkeeping breach

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2023
... massive fines that totalled US$289 million ($442m) after the Securities and Exchange Commission (SEC) found that they used personal apps to conduct business. From at least 2019, the 11 firms admitted they used "off-channel communications" in the form ...

Should wealthy Aussies use super to fund aged care?

ANDREW MCKEAN  |  THURSDAY, 3 AUG 2023
... responded to a new issues paper that suggests requiring wealthy Australians to use part of their superannuation for their personal aged care costs. The paper is expected to be submitted to the government's aged care task force today, with a key recommendation ...

New CFS platform at the cutting Edge: Quirk

CHLOE WALKER  |  TUESDAY, 1 AUG 2023
After several months' delay, Colonial First State's much-anticipated Edge platform has launched, with CFS distribution lead Bryce Quirk saying it's expected the new offering will fare as well as FirstChoice. Developed in collaboration with FNZ, CFS ...

Russell Investments reports super returns up to 13.5%

ANDREW MCKEAN  |  FRIDAY, 28 JUL 2023
Russell Investments GoalTracker, the MySuper default option for iQ Super, Nationwide Super and Resource Super members, has posted returns up to 13.5%. The GoalTracker investment option delivered a 13.5% return for members aged 50 and under, attributed ...