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Showing 951 - 960 of 4031 results for "Personal"

Investment strategy lead joins Firetrail fund

JAMIE WILLIAMSON  |  TUESDAY, 18 JAN 2022
Firetrail Investments has appointed Anthony Doyle as head of investment strategy for a recently launched fund. The Firetrail S3 Global Opportunities Fund was launched in November 2021 and invests in both developed and emerging markets. Doyle is set ...

CFP Board welcomes new chair

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
The professional body for personal financial planners in the US welcomed its new chair this year. Kamila Elliott took the helm of the CFP Board, becoming the first African American to serve as the chair. Elliott is currently the president of Grid 202 ...

HLB Mann Judd appoints new directors

CHLOE WALKER  |  THURSDAY, 13 JAN 2022
Advisory and accounting association, HLB Mann Judd, has announced the appointment of two directors within its corporate and audit services and business advisory divisions. Perth based audit manager David Healy has been promoted to director within the ...

ETFs had best year in 2021: Vanguard

CHLOE WALKER  |  THURSDAY, 13 JAN 2022
... flows that has been especially noteworthy. "It's encouraging to see ETFs really enter the mainstream as more and more personal investors appreciate their inherent benefits - namely that ETFs are low-cost, diversified, and easily accessible." Globally ...

Christian Super investment chief in new role

JAMIE WILLIAMSON  |  THURSDAY, 13 JAN 2022
... Super "are differentiating themselves from the megafunds by really connecting with members and engaging with them on a personal basis". "This is a super fund where people invest money for retirement and can see that money being put to work in their own ...

Best-performing default funds revealed

KARREN VERGARA  |  TUESDAY, 11 JAN 2022
... funds dominated the 10 best-performing default options list in the latest November figures. New Rainmaker analysis of personal default superannuation fund options found that over a three-year period, Aware Super's personal default fund marginally achieved ...

Advice firm targets teen financial literacy

KARREN VERGARA  |  FRIDAY, 7 JAN 2022
... ends at simple mathematics - if taken at all. "It's not emotional. It's not contextualised adequately into their personal lives, and they're not taught how to nor prompted to create their own spending plans, investment strategies nor sort ...

Shoddy exam feedback fuels adviser stress

KARREN VERGARA  |  WEDNESDAY, 22 DEC 2021
Financial advisers who failed the mandatory examination multiple times are slamming FASEA's feedback process, claiming it is inconsistent and fails to help them stay in the industry. As the failure rate continues to balloon, advisers making genuine ...

Government backflips on adviser education

ELIZABETH MCARTHUR  |  FRIDAY, 17 DEC 2021
... The review will examine key concepts such as the differences between 'financial product advice', 'general advice' and 'personal advice' - as well as how these terms are used by the industry and how they are interpreted by consumers. It will consider ...

Choice products not so choice: APRA

CHLOE WALKER, KARREN VERGARA  |  FRIDAY, 17 DEC 2021
... worth with AMP SignatureSuper's AMP Capital Multi-Asset (2.64%), Crescent Wealth's Super Growth (2.48%), Tidswell Personal Super - Schroder Strategic Growth Fund (2.46%), and Asgard Employee Superannuation Account's SMA High Growth (2.15%) ...