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Showing 521 - 530 of 5653 results for "Financial Adviser"

MLC Life appoints two C-suite executives

MATTHEW WAI  |  TUESDAY, 10 SEP 2024
MLC Life Insurance has appointed a chief executive, individual business and a chief customer and strategy officer. Gerard Kerr joins the life insurer as chief executive, individual business, while Jane McGovern moves internally from chief risk officer ...

Federal Court approves AMP BOLR class action settlement

KARREN VERGARA  |  MONDAY, 9 SEP 2024
The Federal Court has approved the $100 million Buyer of Last Resort (BOLR) class action settlement despite some participants objecting to it, calling for a larger payout and making AMP accountable for its actions. Justice McElwaine approved the settlement ...

Story Wealth co-founder joins Kearney

KARREN VERGARA  |  FRIDAY, 6 SEP 2024
... move allows me to concentrate on my clients without the demands of running a business." Graham will work as a financial adviser at Kearney and brought across long-standing clients to the consultancy group. Paul Kearney, the founder and chief executive ...

Melbourne adviser sentenced to 18 months' prison

ELIZA BAVIN  |  FRIDAY, 6 SEP 2024
Former Melbourne financial adviser Bradley Grimm has been convicted by the County Court of Victoria on three counts of engaging in dishonest conduct while running a financial services business. Grimm was sentenced to 18 months' imprisonment, with ...

Majority pass adviser exam

KARREN VERGARA  |  FRIDAY, 6 SEP 2024
... minutes. The exam is in a multiple-choice question format and allows an open book for statutory materials. A new financial adviser must pass the exam before starting the third quarter of their Professional Year program and be authorised by an AFS Licensee ...

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
Colonial First State (CFS) is reviewing its mandate with Ironbark Asset Management, which recently decided to sever ties with Royal London Asset Management (RLAM), whose former investment team left to set up a new Pinnacle Investment Management affiliate. ...

Super funds fail to meet millennial members' expectations: ASIC roundtable

ANDREW MCKEAN  |  MONDAY, 2 SEP 2024
... expectations, according to financial experts at an ASIC roundtable. The roundtable panellists, which included financial adviser Andrew Dunbar, She's on the Money podcast host Victoria Devine, and was facilitated by finance commentator Effie Zahos ...

Count reports strong results on back of Diverger acquisition

ELIZA BAVIN  |  FRIDAY, 30 AUG 2024
Count saw revenue growth of 22% for the full year ending June 30 to $111.8 million, driven by both organic growth and acquisitions. EBITA was $10.19 million reflecting $4.97 million while underlying EBITA grew 61% to $16.63 million both primarily driven ...

Clime posts $3.8m loss

ANDREW MCKEAN  |  FRIDAY, 30 AUG 2024
Clime Investment Management has reported a statutory loss of $3.8 million for FY24, marking another "challenging period." The loss comprised an operating shortfall of $1.6 million, alongside $1.36 million in non-cash amortisation and depreciation, and ...