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Showing 841 - 850 of 3999 results for "Personal"

Umlaut acquires Specialist PMC

CHLOE WALKER  |  MONDAY, 4 JUL 2022
The two businesses are set to provide a new level of Xplan knowledge and support to the financial services sector. While each business will continue operating as normal, financial services firm Umlaut said the acquisition of the Xplan consultant will ...

FS Power50 nominations open for 2022

CASSANDRA BALDINI  |  MONDAY, 4 JUL 2022
... be screened, with only financial advisers registered on ASIC's Financial Adviser Register as licensed to provide personal financial advice qualified to proceed to the voting round. The 50 individuals who attract the highest votes and pass the final ...

Social impact fund to target essential workers

JAMIE WILLIAMSON  |  MONDAY, 4 JUL 2022
... income or purchase price like the government's does and is available to all essential workers - no matter their age or personal situation; the NSW government scheme is only available to essential workers where they are buying for the first time. ...

ASIC bans Melbourne adviser

CHLOE WALKER  |  FRIDAY, 1 JUL 2022
... clients invest in the Investport Income Opportunity Fund, a high-risk fund of which he himself had specific interests via personal borrowings. In doing so, ASIC found that Ruthenberg failed to prioritise his clients' interests above his own when recommending ...

July 1 super changes: Are you ready?

CASSANDRA BALDINI  |  THURSDAY, 30 JUN 2022
... for individuals aged 67 to 74. Individuals will still need to meet the work test to be eligible for a tax deduction for personal contributions and have a total superannuation balance (TSB) of less than $1.7 million. The abolishment presents "significant ...

Retirement Income Covenant a win for advisers - but for how long?

JAMIE WILLIAMSON  |  THURSDAY, 30 JUN 2022
... long-awaited Retirement Income Covenant comes into effect tomorrow and, with super funds unable to consider members' personal circumstances, there's a view that its introduction could significantly impact the financial advice sector - but maybe ...

Wealth industry on the cusp of evolution: Report

CASSANDRA BALDINI  |  TUESDAY, 28 JUN 2022
The wealth industry is on the cusp of evolution, with predictions APAC and North America will drive around 80% of worldwide new wealth creation until 2026. According to a report published by Oliver Wyman and Morgan Stanley, leading firms that are accelerating ...

ASIC obtains orders to freeze assets

ANDREW MCKEAN  |  TUESDAY, 28 JUN 2022
... procured the orders because of allegations that Arandez and/or these companies misused investor funds, at least in part, for personal benefit and to pay returns to other investors. "ASIC sought the orders to preserve funds available for people that might ...

Younger generations lead the SMSF surge: Vanguard

ANDREW MCKEAN  |  THURSDAY, 16 JUN 2022
... Correspondingly, this cohort was more confident in its abilities to manage its own financial affairs. Vanguard Australia head of personal investors Balaji Gopal said: "Research tells us that a record number of new investors made their first trade during ...

Colonial reveals Australia's huge untapped workforce

ANDREW MCKEAN  |  THURSDAY, 16 JUN 2022
... retirement for up to 10 years if they were able to switch careers. Upon investigation, Colonial found a strong desire for personal fulfillment in both work and retirement. Accordingly, for more than one in three people this means changing careers in ...