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Showing 961 - 970 of 3997 results for "Personal"

Active Super revamps digital experience

JAMIE WILLIAMSON  |  WEDNESDAY, 13 OCT 2021
... functionality alongside more stringent security measures. This includes multi-factor authentication for greater protection of personal data. Active Super is the first of Link's clients to launch such an offering, which uses Sitecore CMS and Okta MFA. ...

ASIC commences proceedings against Diversa

ELIZABETH MCARTHUR  |  MONDAY, 11 OCT 2021
... superannuation fund. Bhandari was permanently banned by ASIC in March 2021 after an investigation found he was giving personal advice while only authorised to give general advice and was prioritising his own interests over the interests of clients, charging ...

Employers unaware of YFYS, stapling: Study

ELIZABETH MCARTHUR  |  THURSDAY, 7 OCT 2021
... compared to 40% for members without recent contact. Looking at what prompted fund contact in the last 12 months, updating personal details (23%) and obtaining forms and paperwork (22%) were by far the most common reasons for members to contact the funds. ...

PFAN appoints chair, deputy

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... to change their financial future, and by their very nature, the course of their lives," Beswick said. "I have a deep personal understanding of this as my dad was diagnosed with multiple sclerosis many years ago. An income protection policy changed his ...

Robeco appoints new chief executive

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
Robeco named a successor to chief executive Gilbert Van Hassel who steps down at the end of the year. Karin van Baardwijk, who is currently deputy chief executive and chief operating officer, will take the helm five years after Van Hassel was appointed. ...

Aussies stick with DIY advice

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
... Gori said that Financial Planning Week is about inspiring Australians from all walks of life and ages to consider their personal finances and find out how having a financial plan will give you greater peace of mind and security. "Our research findings ...

Carolyn Colley joins Milford board

ELIZABETH MCARTHUR  |  THURSDAY, 30 SEP 2021
... director, bringing more than 30 years of Australian financial services sector knowledge. Colley was previously head of personal banking at Macquarie Group, chief operating officer of wealth management at St. George Bank, head of BT Wrap at BT Financial ...

Advice group appoints chief executive

JAMIE WILLIAMSON  |  TUESDAY, 28 SEP 2021
... years following the departure of Sarah Abood in October 2019. Abood led the firm for close to a decade before leaving for personal reasons.

Aussies confident about retirement spending: Study

KARREN VERGARA  |  TUESDAY, 28 SEP 2021
... Australia chief executive Sam Hallinan said: "For many, the pandemic has presented an opportunity to recalibrate their personal finances and focus on financial wellbeing and, due to decreased spending on non-essentials, investors around the world have ...

CFS adds to managed account offering

ANNABELLE DICKSON  |  MONDAY, 27 SEP 2021
... account range. The partnership with Lonsec, Morningstar and Zenith launched today with 23 managed accounts the FirstChoice Personal Super and Pension platform with no extra research or portfolio construction costs. The offering includes six risk profiles ...

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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