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Showing 51 - 60 of 100+ results for "Financial advice"

Aware Super hires member growth executive

KARREN VERGARA  |  MONDAY, 16 AUG 2021
... strategic planning for the retail division at Vanguard. Ten years before that, he was at Sunsuper as head of financial advice and executive general manager of customer engagement. Aware chief executive Deanne Stewart said Travis would have a vital role ...

Vote now in 2021 FS Power50

STAFF WRITER  |  MONDAY, 16 AUG 2021
... 'influential' as individuals who have been, or continue to be, instrumental in shaping the future of financial advice in Australia. Of the 140 nominated, 99 have progressed to the voting stage which closes on Friday, September 3. The 50 individuals ...

Engaged members expect more from super

KARREN VERGARA  |  MONDAY, 16 AUG 2021
... Jeff Bezos or Bill Gates. Stake founder and chief executive Matt Leibowitz said young Australians are "hacking" financial advice and investing. "Young Aussies are forming their own path and opinions when it comes to how money affects and drives their ...

Industry associations slam last resort scheme

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
... administer invoices and payments and significantly increases the government's administration costs of the financial advice sector with little benefit to consumers, the associations said. "Responsibility for consumer losses and complaints should be ...

Perpetual ups acquisition liability

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
... which grew by 3.1% year on year to the end of June. Yesterday, the group announced that it acquired boutique financial advice firm Jacaranda Financial Planning for an undisclosed amount.

ASIC takes property development group to court

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
ASIC is investigating the owners of a Perth-based property development firm who gave unlicensed financial advice. Monica Kaur, Melvin Paul Singh, Sadu Singh and Stephanie Lee, who operate MKS Property Investments/Developments and Paradise Property Group ...

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 ...