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Showing 981 - 990 of 4032 results for "Personal"

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 ...

Advice gap spurs boom in investment media

ELIZABETH MCARTHUR  |  THURSDAY, 4 NOV 2021
... notice of the corporate regulator. ASIC chair Joe Longo previously said the regulator is looking into the conflation of personal and general advice in the online influencer space and is concerned about consumers turning to influencers for advice because ...

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 ...