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Showing 861 - 870 of 4029 results for "Personal"

Equity Trustees in new technology partnerships

CASSANDRA BALDINI, CHLOE WALKER  |  WEDNESDAY, 20 JUL 2022
... any device. Equity Trustees executive general manager Ian Westley said the partnership will allow all services in the personal fiduciary business to be centralised which will support growth. "We are also excited about implementing TrustQuay's front-to-back-office ...

ANZ, Suncorp deal cops industry backlash

CASSANDRA BALDINI  |  TUESDAY, 19 JUL 2022
... range of retail and business banking products and services including transaction accounts, term deposits, home loans, personal loans, and small-to-medium business banking," the competition regulator said. The ACCC said it recognises the important role ...

Investors, advisers need further ESG education

CASSANDRA BALDINI  |  MONDAY, 18 JUL 2022
... it comes to sustainable investing. In line with its Australian market launch, Capital Preferences released its ESG is Personal: 2022 Study of ESG Preferences and Advisory Practices in Australia. The study profiled more than 300 Australian investors and ...

ANZ to purchase Suncorp Bank for $4.9bn

CASSANDRA BALDINI  |  MONDAY, 18 JUL 2022
... customers are rapidly changing, with a preference for digital interactions and for product design to take into account personal circumstances and risk profiles. At the same time, the external environment has seen more frequent and severe natural hazard ...

OTC derivatives provider loses licence, executives banned

CASSANDRA BALDINI  |  THURSDAY, 14 JUL 2022
... representatives persuaded Sirius Financial clients to trade using pressure selling tactics and provided clients with personal advice when it was not licensed to do so. Sirius Financial was also found to have engaged in unconscionable conduct and conduct ...

Victorian AR charged with providing unlicensed advice

CASSANDRA BALDINI  |  WEDNESDAY, 13 JUL 2022
... authorised representative Nizi Bhandari has been charged with engaging in dishonest conduct and providing unlicensed personal financial product advice. Between November 2017 and December 2020, Bhandari was an AR of The Australian Dealer Group Pty Ltd ...

Equity Story plans to throw finfluencers a lifeline

CASSANDRA BALDINI  |  MONDAY, 11 JUL 2022
... acquisition marked the first step towards a wider mission, adding that Equity Story is in discussions with several popular personal finance commentators and "finfluencers" to onboard them as authorised representatives of its licence, following ASIC's ...

Don't forget: Adviser exam deadline looms

CHLOE WALKER  |  MONDAY, 11 JUL 2022
... on Tuesday, July 12. If those advisers do not pass the July sitting, October 1 they will no longer be able to provide personal advice and their licensee will be forced to revoke their authorisation. "Financial advisers who lose their status as an existing ...

Ministers told to divest shareholdings

JAMIE WILLIAMSON  |  FRIDAY, 8 JUL 2022
... do the great job of being a minister in the Australian government, that should be your focus. Not worrying about your personal finances into the future. And there inevitably will be conflicts raised, issues raised," he said. "We had the extraordinary ...

ASIC releases guidance on super, retirement calculators

ANDREW MCKEAN  |  TUESDAY, 5 JUL 2022
... tools to consumers within the terms of ASIC's relief are exempt from certain regulatory requirements related to providing personal financial advice." ASIC commissioner Danielle Press stated: "Superannuation calculators and retirement estimates are important ...