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Showing 781 - 790 of 4071 results for "Personal"

Aware Super executive to start boutique

ELIZABETH FRY  |  FRIDAY, 10 MAR 2023
... possible." Commenting on his five-year stint at Aware Super, Riordan thanked his colleagues for a "truly rewarding time" of "personal and professional growth."

Dodgy advice bill nears $5bn: ASIC

CASSANDRA BALDINI  |  FRIDAY, 10 MAR 2023
... effectively the institutions supervised their financial advisers to identify and deal with non-compliant advice. For example, personal advice provided to a retail client by an adviser who did not comply with the relevant conduct obligations in the Corporations ...

Senate inquiry to scrutinise proposed franking credit rules

ANDREW MCKEAN  |  THURSDAY, 9 MAR 2023
... franked dividends as an income stream," Wilson said. "When a political party attempts to attack franking credits it's a personal and inequitable attack on retail investors, companies, and the retirement security of many Australians."

Government introduces FAR, CSLR Bills

ANDREW MCKEAN  |  WEDNESDAY, 8 MAR 2023
... corporate culture in Australia. Senior executives from the banking, insurance and superannuation industries will have greater personal accountability for misconduct that occurs under their watch." Of note, CHOICE also wants to introduce civil penalties ...

In need of repair: Gender stereotypes and advice

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
If a male and female customer, each experiencing the same car troubles, take their vehicles for repairs to the same mechanic, who is more likely to get ripped off? That a woman will end up paying more is a tired cliché that continues to play out in ...

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 ...