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Showing 841 - 850 of 9331 results for "Advice 2.0"

Story Wealth co-founder joins Kearney

KARREN VERGARA  |  FRIDAY, 6 SEP 2024
Story Wealth Management Anne Graham has exited the business she co-founded to join Kearney Group, bringing along her book of clients. Graham is now a partner - integrated advice of Kearney's private wealth unit. Graham co-founded Story Wealth in 2016 ...

Financial Standard wins Impact Award

STAFF WRITER  |  FRIDAY, 6 SEP 2024
Financial Standard has been named Financial Services Publication of the Year at the inaugural Impact Awards. The award was presented at Activam Group's 2024 act Conference Charity Gala Dinner this week. The Impact Awards aim to "highlight those ...

Cbus advice lead jumps to Aware

ELIZABETH FRY  |  FRIDAY, 6 SEP 2024
After three and a half years at the industry superannuation fund for construction and building workers, Lynda Cross has joined Aware Super as head of guidance. Reporting to Peter Hogg, general manager of guidance and advice, Cross will lead the super ...

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 ...

Super fund merger prompts investment changes

ANDREW MCKEAN  |  TUESDAY, 3 SEP 2024
Spirit Super's investment options will be renamed and changed to align with those currently offered by CareSuper ahead of their merger in November. Spirit Super's default balanced investment option will shift to a more defensive stance, adjusting ...

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 ...

Cbus' CFMEU board directors exit

ANDREW MCKEAN  |  FRIDAY, 30 AUG 2024
Cbus' CFMEU board directors Rita Mallia, Jason O'Mara, and Dave Noonan are no longer with the fund. The CFMEU directors were removed from the super fund's website earlier this week. Cbus' board comprises 14 directors, including an equal number of ...

E&P free of legacy issues, FUA jumps 26%

KARREN VERGARA  |  FRIDAY, 30 AUG 2024
... Advisory continue to struggle to access recourse. The ASX-listed wealth firm boasted it oversaw $29.4 billion in funds under advice (FUA) at the end of financial year 2024 for clients, whose numbers remained steady compared to the prior period. The wealth ...

All MySuper products pass super performance test

KARREN VERGARA  |  FRIDAY, 30 AUG 2024
All MySuper products passed this year's superannuation performance test with flying colours for the first time, while some trustee directed products (TDPs) need to lift their game, according to APRA. APRA assessed the performance of 57 MySuper products ...