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Showing 811 - 820 of 4029 results for "Personal"

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 ...

Choice performance test pause in members' best interests: Chant West

CASSANDRA BALDINI  |  FRIDAY, 14 OCT 2022
... recommendation to deregulate general advice may have an adverse effect," he said. Wright explained while the firm does not provide personal advice it still feels the replacement of best interest obligations with obligations to provide 'good advice' may ...

Aware Super appoints new chair

JAMIE WILLIAMSON  |  WEDNESDAY, 5 OCT 2022
... incredibly fortunate to have benefited from his leadership since his appointment in 2014," she said. "I am very grateful, on a personal level, for the wisdom and guidance Neil brought to the role as chair of our board, to the benefit of all our membe ...

FEAL appoints chief executive

CASSANDRA BALDINI  |  WEDNESDAY, 5 OCT 2022
... actuary. She joins from KPMG where she worked in its Superannuation Advisory practice as a director since 2001. Bacon has a personal commitment to the superannuation industry and a long history of assisting and advising funds, providers, and employers ...

Industry funding model discussion commences

JAMIE WILLIAMSON  |  FRIDAY, 30 SEP 2022
... activity, like having two sub-sectors within financial advice - in place of four. One would be for licensees providing personal advice to retail clients on relevant financial products and the other would be those who do not. Other sub-sectors would be ...

Lumiant partners with Envestnet | Yodlee

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
... previously reported by Financial Standard, Lumiant received backing from high-profile US financial adviser, investor and personal finance commentator Ric Edelman. It was said that the funding from Edelman will support the company's mission to empower ...

Tech providers support QAR SOA proposals

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
... said the four main categories of advice models she landed on are digital product advice, hybrid product advice, digital personal advice, and hybrid personal advice. Midwinter also welcomed the review's proposal to remove the requirement to provide ...

ASIC FAR drops as deadline looms

JAMIE WILLIAMSON  |  THURSDAY, 29 SEP 2022
... the results, it was estimated about 500 advisers would not have met the deadline and would be forced to cease providing personal advice from October 1. Under the legislation, these advisers have until tomorrow to get off the ASIC FAR to be able to sit ...