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Showing 1 - 10 of 734 results for %22Personal Investor%22

ATO targets crypto investors, sharing economy

KARREN VERGARA  |  WEDNESDAY, 17 APR 2024
... work through Uber, Airtasker or any of the many sharing economy platforms which allow you to rent out assets or your personal services, take heed. The ATO is now receiving reports from many platforms (including Uber), which it can use to highlight data ...

Vale Wayne McGauley

ELIZA BAVIN  |  TUESDAY, 16 APR 2024
The financial services industry has paid tribute to Wayne McGauley who passed away over the weekend. Most recently the head of distribution at Wheelhouse Partners, McGauley had a long and successful career in the financial services industry spanning ...

NZ Super Fund chief investment officer departs

ELIZA BAVIN  |  WEDNESDAY, 3 APR 2024
... during his tenure. Meng was found to have invested CalPERS funds into several private equity vehicles in which he had personal holdings. Gilmore's appointment followed an "exhaustive, worldwide search" by CalPERS for a new investment chief, seeking ...

AFCA flags legal uncertainty on SMSF wholesale test

KARREN VERGARA  |  THURSDAY, 28 MAR 2024
... million in assets and therefore entitled to the protections of the best interest duty. The complainant also argued that personal financial advice was provided and that the advice was inappropriate. "The financial firm on the other hand, said that the ...

Financial services class actions surge

JAMIE WILLIAMSON  |  WEDNESDAY, 20 MAR 2024
... These types of claims are high risk for consumer-facing organisations, especially those with a significant volume of personal and sensitive data-including those in the healthcare or financial services sectors," Allens said. It also said the continued ...

Hostplus rejects anti-competitive behaviour claims

KARREN VERGARA  |  TUESDAY, 12 MAR 2024
... either select an existing fund or their employer's default fund. We always encourage employees to consider their personal circumstances, including fees charged, performance versus other funds, the ease of consolidation, insurance coverage offered ...

InvestSMART launches investing platform

ANDREW MCKEAN  |  THURSDAY, 7 MAR 2024
... offer their clients access to professionally managed investment portfolio without the relatively high cost of obtaining personal financial advice; and our partners can concentrate on what they are good at without the time and cost of setting up their ...

Family offices still love hedge funds: Preqin

CHLOE WALKER  |  TUESDAY, 5 MAR 2024
... or infrastructure for high absolute or risk-adjusted returns compared with other asset classes. "In our November 2023 investor survey, family office investors were most disappointed with the performance of their VC portfolios, with 56% of investors saying ...

Morningstar equities research lead departs

JAMIE WILLIAMSON  |  MONDAY, 4 MAR 2024
The long-serving head of equities research at Morningstar has reflected on six decades in financial services in a final analyst note. Peter Warnes has been with Morningstar since 2006, however his career began long before - nabbing a role with the Bank ...

DomaCom chief executive John Elkovich steps down

ANDREW MCKEAN  |  MONDAY, 4 MAR 2024
... Fractional property investing platform DomaCom's chief executive John Elkovich has resigned effective immediately due to personal reasons. DomaCom chair and ex-Liberal Part leader John Hewson praised Elkovich's contributions, notably his oversight of ...
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