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Showing 891 - 900 of 3997 results for "Personal"

Managed accounts FUM at $131bn

CHLOE WALKER  |  TUESDAY, 15 MAR 2022
... accounts, MDA and SMA, is a good thing not just for the value added in dollar terms, but because it is achieved through personal advice provided to clients," Potter said. "The value which the systematic approach of managed accounts embodies is even more ...

Legal expert to lead QAR

KARREN VERGARA  |  FRIDAY, 11 MAR 2022
... Opportunities to streamline regulation, simplify documentation, and rejig terms such as 'general advice' and 'personal advice' to eliminate confusion among consumers are up for review. Hume is floating the idea of replacing rules-based ...

Advisers can help female clients 'break the bias'

CHLOE WALKER  |  TUESDAY, 8 MAR 2022
... their circumstances. "When asked to define financial independence, the most common answer given by women is having a personal income so you don't have to rely on financial support from others," Fidelity business manager QLD Lauren Jackson said. "But ...

Alpha females

ELIZABETH MCARTHUR  |  TUESDAY, 8 MAR 2022
... board members were also more likely to appoint a female chief executive. The Danish study also highlighted a curious personal bias, finding that heterosexual male chief executives married to women with higher educations (bachelor's degree or higher) ...

TAA calls for prudent pace for reforms

KARREN VERGARA  |  TUESDAY, 8 MAR 2022
... December 2022. The QAR will also examine the concepts of 'financial product advice', 'general advice', 'personal advice', how they are used and interpreted by consumers, and whether they could be simplified or more clearly demarcated. ...

Direct indexing: The next evolution?

CHLOE WALKER  |  MONDAY, 7 MAR 2022
... everyone craves to have things that serve them by knowing them. An interaction with a device, person, or thing that is personal and customised leaves us feeling like our needs and interests are being considered, like we have a little more control. However ...

ASIC stands against suspicious SMSF auditing

CHLOE WALKER  |  MONDAY, 7 MAR 2022
... independence requirements. Each of the reciprocal audit arrangements involved two SMSF auditors who audited each other's personal SMSFs. ASIC accepted voluntary cancellation requests from nine of the SMSF auditors and imposed additional conditions on ...

New digital solution to close advice gap

CHLOE WALKER  |  FRIDAY, 4 MAR 2022
... team. The objective is to help the mass market of Australians currently priced out of receiving traditional face-to-face personal advice, SWU said. "Personal financial advice provides a wonderful outcome for clients, however, increased regulatory obligations ...

Women's life choices constrained by money stress: Fidelity

ELIZABETH MCARTHUR  |  THURSDAY, 3 MAR 2022
... their financial situation. When asked to define financial independence, the most common answer given by women is having a personal income, so you don't have to rely on financial support from others. But only 49% said they feel financially independent ...

Member contributions lift super assets to $3.5tn

KARREN VERGARA  |  WEDNESDAY, 2 MAR 2022
... closures and stronger engagement with financial advice. "This can be observed in quarterly inflows over the year for personal contributions which have been at elevated levels compared to previous years," APRA said. Overall, contribution flows during ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN  |   12:33PM
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA  |   11:56AM
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI  |   11:09AM
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA  |   12:20PM
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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