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Showing 951 - 960 of 3997 results for "Personal"

Brian Hartzer in new role

ELIZABETH MCARTHUR  |  THURSDAY, 4 NOV 2021
... invaluable as we seek to deliver our vision of a world with zero wasted potential in people and businesses," she said. "His personal experience in creating workforce agility within a major corporation, coupled with his commitment to helping companies ...

FASEA to reword Standard 3

KARREN VERGARA  |  WEDNESDAY, 3 NOV 2021
... contained in the code and to confirm that their client's interests are given priority and are not in conflict with any personal interest or other interests. FASEA is proposing three options to amend the wording. The first is to incorporate FASEA's ...

Major legislations hit parliament

KARREN VERGARA  |  FRIDAY, 29 OCT 2021
... Scheme of Last Resort. The scheme facilitates the reimbursement of up to $150,000 to compensate consumers affected by bad personal advice, credit intermediation, securities dealing, and credit provision should their case fail with the Australian Financial ...

J.P. Morgan joins OpenInvest

ELIZABETH MCARTHUR  |  FRIDAY, 29 OCT 2021
... "There are many Australians who would like to access professional investment assistance but find it too costly to obtain personal financial advice. OpenInvest's technology will enable us to more readily help these retail consumers access our funds management ...

Pinnacle backs investment platform

ELIZABETH MCARTHUR  |  FRIDAY, 22 OCT 2021
... technology platform. OpenInvest connects unadvised investors with investment products traditionally only available through personal advice. Its white label partners already include wealth management firms, Hamilton Wealth Partners, Wentworth Securities ...

CFS fined $20m over super misconduct

JAMIE WILLIAMSON  |  TUESDAY, 19 OCT 2021
... decision and didn't warn some members that general advice provided in the process didn't take into account their personal objectives, situation or needs. CFS has paid $67 million in remediation to about 5745 members. This is continuing, with ...

Advisers query super changes

ANNABELLE DICKSON  |  TUESDAY, 19 OCT 2021
Financial advisers have been focused on mitigating the impacts of COVID-19 on superannuation for their clients, according to BT. BT's technical team received over 2000 enquiries from advisers in the September quarter and the most asked question was ...

IFM partially acquires energy company

ELIZABETH MCARTHUR  |  FRIDAY, 15 OCT 2021
The IFM Global Infrastructure Fund will take a €2 billion stake in Naturgy Energy Group, a Spanish multinational natural gas and electrical energy utilities company. The fund, advised by IFM Investors, will shortly complete its all-cash voluntary ...

ASIC extends SoA relief measure

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
... extended the relief measure, which enables advisers to replace SoAs with Records of Advice for existing clients whose personal situations have changed due to COVID-19. The relief was first introduced in April 2020 and was extended to October 15. ASIC ...

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
... an increased engagement between Australians and their financial planner in the last 12 months to seek reassurance for personal finances or build a financial plan," he said. The winners will be announced in November. The finalists across the six categories ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
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
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
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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Brian Redican

Brian Redican

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NEW SOUTH WALES TREASURY CORPORATION
What makes an economist an economist? TCorp chief economist Brian Redican reflects on over three decades of navigating Australia's economic cycles. Riddhima Talwani writes.
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