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Showing 1161 - 1170 of 4380 results for "Financial advice"

Perpetual acquires advice firm

KARREN VERGARA  |  THURSDAY, 12 AUG 2021
Perpetual Private has acquired a boutique financial advice firm with over 1000 clients and $915 million of assets. Established in 2015, Jacaranda Financial Planning caters to the high-net-worth market with a team of nine advisers based in Sydney and ...

Profit boost for CBA, ups remediation bill

KARREN VERGARA  |  WEDNESDAY, 11 AUG 2021
Despite reporting a $1.4 billion profit boost, Commonwealth Bank's legacy financial advice business and legal troubles continue to eat away at the bottom line. In releasing its FY21 results this morning, CBA's provisional remediation bill owed ...

Abrdn acquires robo-adviser

ANNABELLE DICKSON  |  WEDNESDAY, 11 AUG 2021
... complement Abrdn's Personal vector capabilities, including open banking insights, simple risk-rated savings, financial advice and now digitally driven wealth management. "This is an exciting and significant step forward in building out our Personal vector ...

Sunsuper, Iress launch adviser data feed

KARREN VERGARA  |  TUESDAY, 10 AUG 2021
... service for advisers to have up-to-date information on their clients/Sunsuper members so they can provide the financial advice they need for an optimal retirement. "It has the potential to translate to more Australians saving thousands of dollars a year ...

Asendium partners with regtech

KARREN VERGARA  |  MONDAY, 9 AUG 2021
Financial advice technology solution provider Asendium has added a risk and compliance feature via a new partnership with Fourth Line. Fourth Line will help advisers deliver risk and compliance reviews as part of their document preparation. The integration ...

Top franked stock picks: Morningstar

ELIZABETH MCARTHUR  |  FRIDAY, 6 AUG 2021
... an active manager of Australian equities to deriving more earnings from offering new asset classes, providing financial advice to high-net-worth clients, and being a major provider of trustee services to the securitisation market and outsourced responsible ...

Netwealth integrates with fintech

KARREN VERGARA  |  FRIDAY, 6 AUG 2021
Newly launched financial advice software ProductRex has partnered with Netwealth. Advisers using the app are able to import data from Netwealth's platform into their ProductRex account. ProductRex managing director Nick Topham said the partnership ...

Investors lose in viral stock picks

ELIZABETH MCARTHUR  |  THURSDAY, 5 AUG 2021
... intergenerational transfer of wealth in history," OMG chief executive Ivan Tchourilov said. "On the other, the financial advice industry is on its way to halving in size by 2023, while quality advice becomes too expensive for many in the wake of new ...

Westpac tops fee-for-no-service misconduct

KARREN VERGARA  |  THURSDAY, 5 AUG 2021
... corporate regulator. More than 71,400 Westpac customers have been affected by its failings to provide ongoing financial advice services that was promised. Of this total amount that has either been paid or offered, less than $51.7 million has landed in ...

Colonial First State adds to board

KANIKA SOOD  |  THURSDAY, 5 AUG 2021
... Superannuation Funds of Australia (ASFA). She was most recently executive director at Mercer Australia and Mercer Financial Advice. Her roles at Mercer included senior partner and head of superannuation services, and head of Mercer's US-based global ...