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Showing 411 - 420 of 4655 results for "FINANCIAL ADVISERS"

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 ...

Super performance test needs personal rate of return: Adviser

KARREN VERGARA  |  THURSDAY, 15 AUG 2024
... Briggs said. "Performance testing for different types of superannuation products should be sensitive to the role financial advisers play in taking a total-portfolio approach to a consumer's financial affairs. "The FSC supports performance testing ...

How many advisers will Australia have in 2044?

KARREN VERGARA  |  TUESDAY, 13 AUG 2024
... advice sector to have just over 12,00 advisers. An extreme case would see Australia with just 5500 registered financial advisers by 2044. "The projection scenarios are somewhat arbitrary. But they serve a purpose; they reinforce that the current trend ...

ASIC intends to extend legislative instruments

MATTHEW WAI  |  FRIDAY, 9 AUG 2024
... ASIC is set to extend three legislative instruments for five years, one of which relates to record keeping for financial advisers. The instruments are: Class Order [CO 14/923] Record-keeping obligations for Australian financial services licensees when ...

Asset management brand power a 'critical differentiator': ISS

ANDREW MCKEAN  |  THURSDAY, 8 AUG 2024
... ultra-competitive asset management industry, a firm's brand is a critical differentiator in gaining the trust of financial advisers, according to ISS Market Intelligence research. Having surveyed more than 900 advisers, asking for their opinions on branding ...

AMP sells advice licensees to Entireti, AZ NGA

JAMIE WILLIAMSON  |  THURSDAY, 8 AUG 2024
... considerably strengthened the North platform proposition to be compelling for both AMP advisers and independent financial advisers. "Advisers will benefit from the combined scale of these businesses, delivering new services and technology, with capital ...

AFSLs can lose licence on CSLR intervention

KARREN VERGARA  |  WEDNESDAY, 7 AUG 2024
... if the Compensation Scheme of Last Resort (CSLR) has to intervene. CSLR chief executive David Berry warned financial advisers of their obligations under the new regime, which has been in operation for four months. Berry told a Financial Advice Association ...