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Showing 851 - 860 of 4029 results for "Personal"

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 ...

How super should be using technology: KPMG

ANDREW MCKEAN  |  TUESDAY, 2 AUG 2022
... consent and implied consent from members. With regards to data, KPMG said funds should take reasonable steps to ensure that personal information that is collected is accurate, up to date and complete. According to the consultancy firm, reasonable steps ...

FSC analyses super, advice developments

ANDREW MCKEAN  |  MONDAY, 1 AUG 2022
... publicly released submissions, there is strong alignment between what submitters asked for and the FSC's proposed personal framework. Chiefly, advocating for the abolition of the safe harbour, clear definitions of advice and information, and simplified ...

US enters recession - or does it?

ANDREW MCKEAN  |  FRIDAY, 29 JUL 2022
... government spending, and non-residential fixed investment," the Bureau of Economic Analysis said. Meanwhile, real disposable personal income decreased 0.5% in the second quarter, compared with a decrease of 7.8% in the first quarter. While it's universally ...

Legalsuper hires from ART, Perpetual

JAMIE WILLIAMSON  |  TUESDAY, 26 JUL 2022
A chief operating officer and a head of product will join the legalsuper leadership team following its restructure earlier this year. Trevin Erichsen has been appointed chief operating officer, joining from Australian Retirement Trust where he is currently ...

Brighter Super simplifies investment menu

JAMIE WILLIAMSON  |  MONDAY, 25 JUL 2022
... said it has maintained its boutique approach. Since the merger with Energy Super, the fund has engaged in over 10,600 personal interactions with members, it said. "With our increased size and scale, we're able to deliver better services and lower costs ...

Certe acquires Genesis Financial Partners

CASSANDRA BALDINI  |  MONDAY, 25 JUL 2022
... experience necessary to properly structure and execute deals," he said. "We are focused on helping our partners achieve their personal and professional goals, and we're willing and able to be flexible to make things happen."

PSP Investments names new chief

JAMIE WILLIAMSON  |  FRIDAY, 22 JUL 2022
... market opportunities and generate solid returns for contributors and beneficiaries over the long-term horizon." On a personal note, Orida said she and her family will relocate to Montréal shortly. The appointment follows PSP Investments posting a 10.9% ...

FNZ acquires private banking tech firm

CASSANDRA BALDINI  |  THURSDAY, 21 JUL 2022
... experience,' he said. "Both our companies have a shared vision to open-up wealth, empowering all people to create wealth through personal investment, aligned with things they care about the most, on their own terms. We are delighted to welcome the talented ...