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Showing 771 - 780 of 3996 results for "Personal"

Scientiam, DASH launch easy fund exit service

CASSANDRA BALDINI  |  WEDNESDAY, 2 NOV 2022
... founder Nigel Baker, too many clients are languishing in poor products charging up to 2% in fees because they can't afford personal advice that would almost certainly recommend they get out. "Many advice businesses have a long tail of disengaged, inactive ...

Challenger appoints chief financial officer

CASSANDRA BALDINI  |  MONDAY, 31 OCT 2022
Challenger has named Alex Bell its new chief financial officer following Rachel Grimes' decision to step away from executive positions. Bell will commence the role in December and brings over 22 years of financial services experience across Australia ...

Vanguard appoints chief financial officer, dumps brokerage fees

CASSANDRA BALDINI  |  THURSDAY, 27 OCT 2022
... eliminate its brokerage fee for ETF purchases. The group said it will remove the $9 brokerage fee from today on the Vanguard Personal Investor platform. It also confirmed plans to introduce a range of new features to the platform. Vanguard's head of ...

Andrew Hagger leaves Tattarang

JAMIE WILLIAMSON  |  TUESDAY, 25 OCT 2022
After three years in the role, Andrew Hagger has stepped down as chief executive of Twiggy Forrest's Tattarang and the Minderoo Foundation. In an announcement late yesterday, the private investment group said Hagger has decided to transition out ...

Quantifying the value of a financial adviser

ANDREW MCKEAN  |  MONDAY, 24 OCT 2022
... Disengaged investors who are defaulted into a one-size-fits-all asset allocation, with very limited or no reference to their personal circumstances or needs. Or engaged investors, who build their own portfolios - which comes with its own risks." Of the ...

Colonial First State introduces new platform

CHLOE WALKER  |  THURSDAY, 20 OCT 2022
... Professional Year online community hub with XY Adviser. Other resources include a comprehensive suite of education and personal development materials, and various webinars and downloadable learning content. "At CFS, we believe that quality financial ...

Fidante revamps brand, online offering

CASSANDRA BALDINI  |  THURSDAY, 20 OCT 2022
Fidante has a fresh look, unveiling a new brand, online offering and registry service. The new look includes a revamped logo in the colour green to reflect growth and prosperity. Meanwhile, the new website is cleaner, with a more personalised and user-friendly ...

Austbrokers Life, Australian Unity partner

CASSANDRA BALDINI  |  THURSDAY, 20 OCT 2022
Austbrokers Life and Australian Unity Personal Financial Services (AUPFS) are partnering to offer clients access to a broader set of capabilities focused on enhancing financial wellbeing. AUPFS will deliver strategic and other support to Austbrokers ...

Vanguard unveils positive impact fund

RACHEL ALEMBAKIS  |  TUESDAY, 18 OCT 2022
... will look to bring more of those to the Australian market." The new fund will be available to investors on the Vanguard Personal Investor platform for a management fee of 0.79%, low when compared to similar funds in its category. Vanguard will list the ...

Piecemeal super taxes won't fix budget deficit: FSC

ANDREW MCKEAN  |  FRIDAY, 14 OCT 2022
... tax rate linked to income. Employer super contributions would be treated as individual income that's taxed at marginal personal income tax rates less a flat-rate refundable 20% tax offset. This modelled outcome is expected to cost approximately $2.25 ...