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Showing 741 - 750 of 3996 results for "Personal"

What you read in 2022

CASSANDRA BALDINI  |  FRIDAY, 16 DEC 2022
... transfer with Mercer which saw all of its superannuation funds transferred to Mercer Super Trust. BT is due to merge its personal and corporate superannuation funds into Mercer in the first half of next year; the agreement does not include superannuation ...

Vanguard veteran announces retirement

CASSANDRA BALDINI  |  THURSDAY, 15 DEC 2022
... bringing Vanguard's ETFs to Australian investors in 2009 and significantly contributed to the launch of Vanguard Personal Investor in 2020 and Vanguard Super last month. Before starting at the investment giant, Bowerman was a personal finance journalist ...

FPA, AFA merger talks continue

CASSANDRA BALDINI  |  WEDNESDAY, 14 DEC 2022
... organisation are gathering valuable insights from members through the consultation process. "All members have now received personal emails surveying their views on a new name for the proposed merged association and we have appointed a branding agency ...

Expand access to financial services: AUSTRAC

CASSANDRA BALDINI  |  FRIDAY, 9 DEC 2022
... prove identity isn't always accessible to all members of the community. It said whether that's due to emergencies personal circumstances, location, or structural barriers, processes should be in place to help. "This can include Aboriginal and ...

TV personality to lead Stafford Capital distribution

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
Stafford Capital Partners will expand its capabilities in Australia with the appointment of a lead distribution executive, who is set to leave behind a high-profile journalism career. ABC TV business journalist Elysse Morgan is joining the Stafford ...

Financial advice adds $150k in retirement: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 29 NOV 2022
Research from Aware Super suggests members who access financial advice end up $150,000 better off in retirement compared to those that don't. From a sample of over 100,000 members, some of which received comprehensive advice, Aware Super found those ...

First Sentier names global responsible investment head

RACHEL ALEMBAKIS  |  FRIDAY, 25 NOV 2022
First Sentier Investors (FSI) has named Kate Turner its new global head of responsible investment while bolstering its responsible investment team in several markets. Based in Sydney, Turner replaces Will Oulton, who is retiring from the business at ...

Retirement no longer back of mind: Equip

ANDREW MCKEAN  |  FRIDAY, 25 NOV 2022
Australians are beginning to invest more in their super and well ahead of their retirement, according to an Equipsuper survey. Equipsuper surveyed more than 2000 Australians and found 46% of have made voluntary contributions to top up their super over ...

Financial planning avatars are the future

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
Alongside a panel of experts at the FPA 2022 Congress held in Sydney, FPA chief executive Sarah Abood was asked what she expects the advice sector to look like in 2023, and her answer involved the metaverse. "I'm an optimist when it comes to technology ...

No big surprises, Levy promises

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
... seminars and newsletters, that kind of thing will be general advice." What will remain she said is her proposal around personal interactions treated as personal advice. She said what worries her a lot has nothing to do with advisers but relates to everyday ...