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Showing 401 - 410 of 4651 results for "Financial Advisers"

Majority pass adviser exam

KARREN VERGARA  |  FRIDAY, 6 SEP 2024
ASIC reported a 62% pass rate for the latest sitting of the Financial Advisers Exam. In the August cycle, 231 candidates sat the exam and 143 passed. Nearly three quarters (73%) sat the exam for the first time. The results were similar to the April ...

Advisers add 5.7% premium

KARREN VERGARA  |  WEDNESDAY, 4 SEP 2024
Financial advisers add 5.7% in value for client portfolios, a new study shows, down from 5.9% last year. Now in its seventh year, the Value of an Adviser Report by Russell Investments found financial advisers continue to deliver for clients, particularly ...

CFS reviews Ironbark mandate

KARREN VERGARA  |  TUESDAY, 3 SEP 2024
... about the future management of its funds separately to Ironbark." "CFS is listening and taking feedback from financial advisers and other professional investment researchers and in the midst of reviewing several candidate managers." Ironbark flagged ...

Count reports strong results on back of Diverger acquisition

ELIZA BAVIN  |  FRIDAY, 30 AUG 2024
... particularly pleased with our specialisation in the delivery of education and expertise to all accountants and financial advisers." Count declared a final dividend of 2.25 cents per share, with a total FY24 dividend per share of 3.75 cents, fully fra ...

Clime posts $3.8m loss

ANDREW MCKEAN  |  FRIDAY, 30 AUG 2024
... Abernethy said the decision to divest Madison stemmed from the complexities and costs associated with licensing financial advisers, which increased business risk without benefiting its wealth management and advice business. He added that the licensing ...

Generation Development Group profit jumps

ANDREW MCKEAN  |  THURSDAY, 29 AUG 2024
... across "several key segments of the business," noting that approved product lists increased by 8% to 714, active financial advisers increased by 22% to 2271, and new investment bond numbers increased by 27% to 27,230 in FY24. The company achieved record ...

Sequoia ends FY24 with 350 advisers

KARREN VERGARA  |  TUESDAY, 27 AUG 2024
Sequoia Financial Group gained a net of 14 financial advisers to end up with about 350 representatives at the end of the 2024 financial year. Sequoia added 70 advisers to the stable but lost 56, most of whom were from "non-economic practices who closed ...

Centrepoint profit jumps, grows advisers

ELIZA BAVIN  |  THURSDAY, 22 AUG 2024
... $9.1 million and NPAT of $7.8 million, up $1.5 million from FY23. Gross revenue across the network of licensed financial advisers and self-licensed firms increased by 6% to $288 million. In addition, Centrepoint said it added advisers to its network ...

Financial Standard opens Power50 voting

STAFF WRITER  |  MONDAY, 19 AUG 2024
Voting is now open for the 2024 Financial Standard Power50, which recognises the most influential financial advisers in Australia. Financial Standard has shortlisted 114 financial advisers who have progressed to the voting stage after receiving more ...

Fiducian posts strong result, share price jumps

ANDREW MCKEAN  |  THURSDAY, 15 AUG 2024
... were received during the year from the aligned dealer group. "Practice managers are focussing on helping our financial advisers lift their revenue, attract more clients, and build their businesses. Our focus will remain on generating inflows through ...