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Showing 941 - 950 of 3998 results for "Personal"

ASIC files numerous cases against Westpac

JAMIE WILLIAMSON  |  TUESDAY, 30 NOV 2021
... customer at all, at other times the amount disclosed was less than the amount charged," ASIC said. In 2019 Westpac exited personal financial advice, closing its licensees and selling a proportion of its advisers to Viridian Advisory. In the general insurance ...

Forum: Do managed accounts measure up?

MICHELLE BALTAZAR  |  MONDAY, 22 NOV 2021
... will be held at the Fullerton Hotel (formerly The Westin) in Sydney later this week (November 25) from 8.45am to 2pm. A personal copy of FS Managed Accounts - The Journal for Managed Account Professionals featuring CPD-accredited whitepapers will be ...

ASIC reviews super calculators

KARREN VERGARA  |  FRIDAY, 19 NOV 2021
... industry and is also inviting consumer groups and actuaries for their input. ASIC wants to provide "longstanding relief from personal financial advice requirements" for those who provide superannuation calculators and for super trustees who provide retirement ...

Citi Foundation awards over $1m to community partners

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
Citi Foundation has awarded grants of over $1 million to community partners in Australia to support youth employment programs over the next 12 months. The awarding of grants is part of Citi Foundation's global Pathways to Progress program, which ...

AMP in enforceable undertaking

JAMIE WILLIAMSON  |  TUESDAY, 16 NOV 2021
... trustees AMP Superannuation Limited and N.M. Superannuation Proprietary Limited and funds Super Directions and Wealth Personal Superannuation and Pension Fund. The CEU is in addition to the extra licence conditions APRA imposed on AMP Super in June 2019 ...

Vanguard launches automated investing solution

KARREN VERGARA  |  MONDAY, 15 NOV 2021
Vanguard's Personal Investor platform has launched a feature that automatically invests clients' money into managed funds. Auto Invest regularly debits accounts starting from $200 either fortnightly, monthly, or quarterly, and invests the funds ...

Government advances adviser levy drop

KARREN VERGARA  |  THURSDAY, 11 NOV 2021
... recovers from the superannuation, life insurance and financial services sectors it regulates. Licensees that provide personal advice to retail clients will pay a fixed $1500 plus $1142 per adviser, a whopping 36% drop on the variable amount of $3138 ...

'Great resignation' a real risk: Report

ELIZABETH MCARTHUR  |  MONDAY, 8 NOV 2021
... that the majority of employees feel disconnected from their work community and are anxious to recapture strong work and personal relationships with their colleagues."

CBA takes stake in AI firm

ANNABELLE DICKSON  |  MONDAY, 8 NOV 2021
Commonwealth Bank has taken a minority stake in a Silicon Valley-based artificial intelligence (AI) platform. H2O.ai operates a cloud-based machine learning platform, H2O AI Cloud, and employs some of the world's top data scientists. The partnership ...

ASIC shuts down unlicensed investment scheme

KARREN VERGARA  |  THURSDAY, 4 NOV 2021
... into A One Multi's accounts. Hala and Walters then used more than $5.7 million of A One Multi's money for their personal benefit, including acquiring property and luxury vehicles in their names. In addition, more than $2.4 million has been transferred ...