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Showing 811 - 820 of 3997 results for "Personal"

Iress records 29% jump in profit

CASSANDRA BALDINI  |  THURSDAY, 18 AUG 2022
... segment profit guidance for the full year of 2022 is $177 million - $183 million, an increase of 7% - 10% versus the personal conduct purchase (PCP). It added that results are now expected to be at the lower end of the range due to investment in fund ...

Most retirees want pension support through super: Report

CASSANDRA BALDINI  |  TUESDAY, 16 AUG 2022
... advisers due to extensive regulatory changes, not only have fewer new advisers joined the industry since, but the price of personal financial advice has risen substantially over the past two years. As noted in ASIC Report 627,1 it is no surprise that ...

WA financial services director banned for six years

CHLOE WALKER  |  MONDAY, 15 AUG 2022
... Development Class to the Australian Opportunities Class (AOC). During the course of this misconduct, Hutchinson misused personal information about investors by contacting them when she was not in a role that allowed her to do so, as well as using logos ...

AZ Sestante launches digital investing solution

CASSANDRA BALDINI  |  MONDAY, 15 AUG 2022
... dealing with issues that are consistent across the Australian financial advice landscape. As the cost of delivering ongoing personal financial advice has shot up and large numbers of advisers have left the industry in recent years, it means that increasing ...

A solution to active fund underperformance

ANDREW MCKEAN  |  FRIDAY, 12 AUG 2022
... invested, Neiron claimed. "Smart beta investing avoids common management mistakes as there is no human element involved. Personal biases which can result in incorrect assumptions about alpha generation aren't involved in stock selection," Neiron said. ...

Cash was king in FY22: Vanguard

CASSANDRA BALDINI  |  WEDNESDAY, 10 AUG 2022
... financial year total returns across the board are in negative territory. However, cash returned 0.1%. Vanguard head of personal investor Australia Balaji Gopal said the past months have been particularly volatile. "When we say cash is the best-performing ...

Mining vital to low carbon solutions: Fidelity

ANDREW MCKEAN  |  WEDNESDAY, 10 AUG 2022
... industries. "These are highly complex and systemic challenges that will require political will and profound transformation in personal and corporate behaviour, as well as large outlays of capital expenditure in order to develop and scale up low-carbon ...

Aussie investment habits improving: Superhero

CHLOE WALKER  |  WEDNESDAY, 10 AUG 2022
... to be adjusted and built on by the time 2023 gets here too, and it's refreshing to see a generational attitude where personal finances and financial wellness are prioritised from a young age." The research also delved into the investment practices of ...

What the QAR should focus on: MLC Life

CASSANDRA BALDINI  |  TUESDAY, 9 AUG 2022
... regulation and guidance makes this difficult in practice, with often the only options provided being costly full, holistic personal advice or no advice/support at all," MLC Life said. As many have lobbied for some time, advice should be tax deductible ...

Insignia Financial, Personetics partnership

CASSANDRA BALDINI  |  THURSDAY, 4 AUG 2022
Insignia Financial has partnered with technology software firm Personetics to boost its financial advice offering. Using data personalisation experts, the collaboration will trial technology, tailor information and create new user experiences to reach ...