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Showing 51 - 60 of 3994 results for "Personal"

FSC questions SMC's claim on younger members' super switches

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... over their retirement savings and are often used by people with more complex financial circumstances who have received personal advice on tailored investment solutions." SMC data also found a similar pattern among Australians with limited amounts of ...

Entireti taps AI to centralise advice data

RIDDHIMA TALWANI  |  THURSDAY, 19 MAR 2026
... insights from the gathered data will be either through text, video and other digital formats to help create and deliver personal advice and enhance client engagement. Entireti group chief executive Neil Younger said plans to deliver an advice platform ...

'We've let our members down': Watson

ELIZA BAVIN  |  TUESDAY, 17 MAR 2026
... said. "We've got to remember why funds were set up in the first instance... when funds were set up, there was so much personal service. There were people out on the road all the time. It was a really high touch model. "But as the sector's matured, the ...

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... financial products become peace of mind and where investments become aspirations for a better future. "It is a deeply personal profession built on trust and responsibility, and in my view the business of advice should ultimately be in the hands of those ...

Australians like AI, reluctant to trust it on financial decisions: Survey

RIDDHIMA TALWANI  |  WEDNESDAY, 11 MAR 2026
... said. "That confidence comes from working with someone they have developed a relationship with and who understands their personal circumstances, applies judgement, and is accountable for the advice they give." While trust in AI is higher among younger ...

Brisbane financial adviser appears in court on dishonesty charges

RIDDHIMA TALWANI  |  TUESDAY, 10 MAR 2026
... unauthorised share trades on client accounts, falsified a fixed-term deposit certificate and misappropriated funds from both personal and self-managed superannuation fund bank accounts belonging to his clients for his benefit or the benefit of third ...

ASX rebalance sees DigiCo exit top 200

ELIZA BAVIN  |  MONDAY, 9 MAR 2026
... 200 in the December rebalance. Meanwhile, DigiCo chief executive Michael Juniper announced he would be taking extended personal leave. DigiCo said Juniper was taking the leave to spend time with family and work through a personal matter. "I appreciate ...

Vanguard launches three new funds

ELIZA BAVIN  |  WEDNESDAY, 4 MAR 2026
... The ETFs are now available for purchase on the ASX, while the unlisted managed fund can be accessed via Vanguard's Personal Investor platform. "These new Australian-based S&P 500 funds offer investors a straightforward, low-cost entry point to the ...

MIS review ignores key issues: FAAA

KARREN VERGARA  |  TUESDAY, 3 MAR 2026
... approval processes for higher-risk MISs. In its submission to the consultation, the association wants to see tougher personal liability provisions for those operating MISs, and the development of a comprehensive data informed early warning system, which ...

Research reveals 'alarming spike' in super switching

ELIZA BAVIN  |  FRIDAY, 27 FEB 2026
... media ads and cold calls by expanding anti-hawking laws to prevent contact aimed at generating or transferring leads for personal financial advice or super. "Australians urgently need a comprehensive set of consumer protections, or we risk further Shield ...