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Showing 11 - 20 of 100+ results for "financial planning"

Older Australians overlooking age care costs

KANIKA SOOD  |  WEDNESDAY, 25 AUG 2021
... McCallum said the figures are alarmingly low. "It is critical that aged care costs are built into later life financial planning. People are hesitating because of the negative media around nursing homes or simply denying the fact that they will need care ...

Adviser support services a boon for Sequoia

KARREN VERGARA  |  TUESDAY, 24 AUG 2021
... Crole flagged that Sequoia will continue to acquire mid-tier licensee businesses within subsidiaries InterPrac Financial Planning and Sequoia Wealth Management to have a total of 1000 advisers by 2025. It will also acquire customer books into the salaried ...

FPA appoints FPEC chair

ANNABELLE DICKSON  |  MONDAY, 23 AUG 2021
The Financial Planning Association of Australia (FPA) has named Sharon Taylor's replacement as chair of the Financial Planning Education Council (FPEC). Marc Olynyk is a senior lecturer in financial planning and superannuation and director of work integrated ...

CSLR unfairly locks out some victims: Maurice Blackburn

ELIZABETH MCARTHUR  |  MONDAY, 16 AUG 2021
... cap through AFCA be lifted to $2 million. The Chartered Accountants Australia and New Zealand, CPA Australia, Financial Planning Association of Australia, Institute of Public Accountants, SMSF Association, Association of Financial Advisers, Stockbrokers ...

Industry associations slam last resort scheme

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
... proposed compensation scheme of last resort. The Chartered Accountants Australia and New Zealand, CPA Australia, Financial Planning Association of Australia, Institute of Public Accountants, SMSF Association, Association of Financial Advisers, Stockbrokers ...

Perpetual ups acquisition liability

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
... to the end of June. Yesterday, the group announced that it acquired boutique financial advice firm Jacaranda Financial Planning for an undisclosed amount.

Perpetual acquires advice firm

KARREN VERGARA  |  THURSDAY, 12 AUG 2021
... 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 Melbourne. Jacaranda has 24 staff ...

Profit boost for CBA, ups remediation bill

KARREN VERGARA  |  WEDNESDAY, 11 AUG 2021
... actions that involves Colonial First State Investments (CFSI). The advice class action relates to Commonwealth Financial Planning, Financial Wisdom and CommInsure, which alleges that advisers failed to act in customers' best interest when recommending ...

Roar launches interactive SOA tool

KARREN VERGARA  |  TUESDAY, 10 AUG 2021
Financial planning technology firm Roar Software has launched a Statement of Advice solution that comes with a human avatar. DynamicDocs, launched in partnership with customer engagement video software platform HumanableCX, converts Word-based SOAs ...

Conditional release for former Hillross adviser

ANNABELLE DICKSON  |  TUESDAY, 10 AUG 2021
... investigation when handing down her decision in Parramatta Court on August 6. Kourieh was a director of Nexus Financial Planning which was trading as Hillross Bella Vista, from 8 June 2010 until 14 March 2016. Nexus has previously purchased a client ...