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Showing 711 - 720 of 3996 results for "Personal"

Spirit Super negotiates premium drop

CASSANDRA BALDINI  |  MONDAY, 6 MAR 2023
The industry super fund has negotiated a new three-year rate guarantee with its group insurer MetLife, resulting in an almost 25% decrease to some premiums. Members will save about $51 million over the life of the agreement, Spirit Super said. Fees ...

Vanguard to close UK financial advice arm

CASSANDRA BALDINI  |  FRIDAY, 3 MAR 2023
Vanguard's UK financial advice offering will close at the end of May, just two years since its launch. Vanguard Personal Financial Planning was established in 2021 as a low-cost, retirement saving advice solution. The service was bolted on to Vanguard's ...

Advice firm launches Sharia-compliant platform

CASSANDRA BALDINI  |  THURSDAY, 2 MAR 2023
... opportunities to all Australian Muslims whether they have small or large amounts to invest and who believe they do not require personal financial advice." He further highlighted that Islamic Australians have faced challenges in growing wealth for decades. ...

UHNWs wealth in decline: Report

CHLOE WALKER  |  THURSDAY, 2 MAR 2023
... economic uncertainty, four in 10 HNWIs are planning to increase travel overseas, and a similar proportion plan to increase personal expenditure on leisure activities. "Whether due to an ongoing reassessment of lifestyles or continuing pent-up demand ...

Super fund advice needs more guardrails: Conference

KARREN VERGARA  |  MONDAY, 27 FEB 2023
... said. Levy added that it would be "nonsensical and stupid" that their super fund should not be able to provide them with personal advice during their life to assist them. In the final proposals released in February, Levy recommended amending the Corporations ...

Dataset to ease policy planning for ageing population

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2023
... 'knowledge intensive' jobs in Australia, he explained. Delayed retirement can have significant implications for both personal finances and government spending, KPMG said. "An increasing age of retirement indicates that businesses will be able to access ...

Advice group convicted of hawking

JAMIE WILLIAMSON  |  WEDNESDAY, 22 FEB 2023
... advice' strategy whereby the licensee separated the advice into pre-determined topics, regardless of the client's personal circumstances, goals or advice needs. This was found to "actively impede financial advisers from complying with the financial ...

California to mandate personal finance studies

KARREN VERGARA  |  TUESDAY, 21 FEB 2023
The US state is spending big on financial education and is close to mandating personal finance courses for high school students in a bid to combat financial illiteracy. Assembly Bill 984, introduced by assembly member Kevin McCarty on February 15, would ...

Financial Circle director convicted, fined

CHLOE WALKER  |  TUESDAY, 21 FEB 2023
... cancelled by in November 2018 after it was fined $9 million. The fine followed the firm being found to be only offering personal loans to consumers who agreed to also receive and act on financial advice provided by the same company. Typically the advice ...

Industry fund joins the million-member club

ANDREW MCKEAN  |  THURSDAY, 16 FEB 2023
HESTA has welcomed its one-millionth member and reaffirmed its commitment to growth through its three-year strategic plan. AustralianSuper was the first fund to have one million members, reaching milestone in 2012. Since then, Rest, Hostplus, and Aware ...