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Showing 801 - 810 of 4028 results for "Personal"

Another ban for Sirius Financial

CHLOE WALKER  |  THURSDAY, 3 NOV 2022
... contracts-for-difference and margin foreign exchange contracts. It also found that Toyga engaged in pressure selling tactics and provided personal advice on behalf of Sirius Financial when it was unlicensed to do so. ASIC said that Bringans "is not adequately ...

FPA welcomes new board members

CASSANDRA BALDINI  |  WEDNESDAY, 2 NOV 2022
... the Financial Standard Power50 for 2022 this week. Meanwhile, Martyn is director, principal and financial adviser at Personal Financial Services. Prior to that she spent time at KPMG as its director and held a senior adviser role at National Australia ...

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 ...