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Showing 801 - 810 of 3997 results for "Personal"

A sensible roadmap: Industry responds to QAR paper

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
... interests duty, removing the requirement to provide Statements of Advice, and allowing superannuation funds to provide personal financial advice. She has also suggested scrapping 'general advice' altogether. Welcoming the paper, Financial Services ...

Focus on providing 'good advice': QAR draft proposals

JAMIE WILLIAMSON, CASSANDRA BALDINI  |  MONDAY, 29 AUG 2022
... focus on providing 'good advice', the scrapping of general advice, and allowing superannuation funds to provide personal financial advice are just some of the proposed reforms contained in the Quality of Advice Review's consultation paper. ...

Hostplus expands Industry Fund Services mandate

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
... Hostplus has retained Industry Fund Services (IFS) as its financial advice provider ahead of expanding its intra-fund and personal advice services. Hostplus is planning to roll out an updated financial advice and literacy model, including expanded intra-fund ...

MobiSuper, licensee to pay $250k penalty

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
... will pay the combined penalty after the Federal Court found MobiSuper representatives had phoned customers and provided personal advice without acting in the customers' best interests and failed to warn those consumers that the advice was based on ...

FICAP raises over $120k for charity

CASSANDRA BALDINI  |  FRIDAY, 26 AUG 2022
... teenagers living with chronic illness or disabilities through opportunities for social connection, creative expression, and personal development," he said. "At Starlight, we know happiness in childhood really matters and it's a privilege to partner ...

Investment industry veteran joins Rest board

CASSANDRA BALDINI  |  THURSDAY, 25 AUG 2022
... investment leader who will brings a valuable perspective to the board as it remains focused on helping members achieve their personal best retirement outcomes. "Michael's strong investment credentials and deep knowledge of Rest's asset management approach ...

Insignia Financial profits jump 59% to $234.5m

CASSANDRA BALDINI  |  THURSDAY, 25 AUG 2022
... Mota added workplace super delivered growth with more than $500 million in flows and 15 new employer mandates. In the personal segment, there are $31 billion of superannuation savings across more than 475,000 members. In the advisory segment, it has ...

Mercer Super, Lutheran Super to merge

JAMIE WILLIAMSON  |  TUESDAY, 23 AUG 2022
After months of delay, Lutheran Super has announced it will merge with Mercer Super. Lutheran Super members were informed of the decision yesterday at the fund's annual members meeting. It's a logical move for the funds; in addition to being ...

NGS Super chief executive retires

JAMIE WILLIAMSON  |  MONDAY, 22 AUG 2022
Laura Wright has retired from NGS Super, with an acting chief executive now in charge. Wright's retirement follows 35 years in industry superannuation and 14 years with NGS Super, the last four as chief executive. In the early 1990s, she also served ...

Equity Trustees confirms AET acquisition

CASSANDRA BALDINI  |  MONDAY, 22 AUG 2022
... scale to our trustee and wealth services (TWS) private client offering, particularly in our Indigenous and health and personal injury businesses and supports our ongoing commitment to investment in products, services and technology." An overview of the ...