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| | | ... to the end of June. Yesterday, the group announced that it acquired boutique financial advice firm Jacaranda Financial Planning for an undisclosed amount. |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... identified and a system refresh was being completed. However, the platform remained down for two more days. Verante Financial Planning adviser and SMSF specialist Liam Shorte told Financial Standard the outage left part of his business "paralysed for ... |
| | | | ... superannuation services, and head of Mercer's US-based global innovation hub. She has also served as the Financial Planning Association of Australia's (FPA) chief executive ending in 2010, and director. "Jo-Anne brings a wealth of experience ... |
| | | | Morningstar Australasia has appointed a new head of financial planning solutions, after it acquired AdviserLogic. Founder and chief executive of AdviserLogic Daniel Gara departed Morningstar in June following his company's acquisition. Now, Ivan Gower ... |
| | | | ... advice business has named a chief executive to lead its efforts, as the life insurer brings some Commonwealth Financial Planning advisers into the fold. The life insurer has set up AIA Financial Wellbeing, led by Pina Sciarrone, who is the chief executive ... |
| | | | ... place between July 2015 and April 2019, involving AMP Superannuation, AMP Life (now Resolution Life NZ), AMP Financial Planning, AMP Services, Charter Financial Planning and Hillross Financial Services. It is alleged the misconduct saw AMP pocket more ... |
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