Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 751 - 760 of 3999 results for "Personal"

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 ...

The challenge of articulating value of ongoing advice

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... heard of some of the challenges planners face in articulating the value of ongoing advice arrangements. On the panel was Personal Financial Services principal and founding director Angela Martin and Profile Financial managing director Phillip Win, sharing ...

Colonial First State debuts 'major wealth platform innovation'

ANDREW MCKEAN  |  WEDNESDAY, 23 NOV 2022
Colonial First State (CFS) has unveiled its new CFS Edge wrap platform, calling it the first major Australian wealth platform market innovation in the last decade. At a platform preview in Sydney last night, CFS chief executive, superannuation Kelly ...

Super assets decline despite contributions surge

JAMIE WILLIAMSON  |  WEDNESDAY, 23 NOV 2022
... The increase in contributions was largely driven by the increase to the Superannuation Guarantee, but also by increased personal contributions which were up 17.2% over the year to $36.6 billion. Employer contributions rose 10.4% to $111 billion. In terms ...

Industrial property ensures big wins for TelstraSuper

ELIZABETH FRY  |  MONDAY, 21 NOV 2022
TelstraSuper investment chief Graeme Miller says exposure to industrial property delivered bumper returns for the superannuation fund as the boom in online shopping drove up values. The unlisted property sector makes up about 11% of the super fund's ...

AFCA secures $900m in compensation

CASSANDRA BALDINI  |  MONDAY, 21 NOV 2022
... complaints. The one-stop-shop for disputes added the highest level of product complaints related to credit cards, home loans, personal transaction accounts, personal loans, and MV - comprehensive insurance. AFCA said the top five issues by product line ...

Colonial First State launches sustainable growth fund

CHLOE WALKER  |  MONDAY, 21 NOV 2022
... chief executive Kelly Power said. "By choosing to invest in this product, investors in the fund can look to use their personal investment for the benefit of the planet and the wider community." Power added that Australians also want to be confident that ...

Tomorrow's clients are going to be different: BlackRock

CHLOE WALKER  |  FRIDAY, 18 NOV 2022
Addressing the crowd at BlackRock's flagship iShares ETF event in Sydney yesterday, BlackRock director, US wealth advisory equity pillar Katie Fischer shared learnings from her adviser clients across the globe on how to add value in ways that drive ...