Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 851 - 860 of 9814 results for "Advisers"

Federal Court approves AMP BOLR class action settlement

KARREN VERGARA  |  MONDAY, 9 SEP 2024
... for its actions. Justice McElwaine approved the settlement amount AMP Financial Planning (AMPFP) must now pay financial advisers who saw the value of their practices deteriorate on the back of parent company AMP controversially changing its BOLR rules ...

Story Wealth co-founder joins Kearney

KARREN VERGARA  |  FRIDAY, 6 SEP 2024
... love most, in the next phase of my career - delivering exceptional financial advice and mentoring the next generation of advisers," she said. "This move allows me to concentrate on my clients without the demands of running a business." Graham will work ...

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 ...

Fitzpatricks appoints new chief

KARREN VERGARA  |  WEDNESDAY, 4 SEP 2024
... strong leadership, which has helped bring the group to where it is today - a destination brand for quality, client-centric advisers, their customers, their teams and their clients," Fairweather said. Fairweather was the chief executive and founder of ...

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 ...

All MySuper products pass super performance test

KARREN VERGARA  |  FRIDAY, 30 AUG 2024
... misleading results are delivered and "causing confusion and potential financial harm for consumers." "Consumers and their advisers have made active and informed choices to invest in these options based on individual circumstances and objectives. This ...

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 ...