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Showing 71 - 80 of 4324 results for "Financial Advisers"

SMSFA, Deakin University launch courses for advisers

KARREN VERGARA  |  WEDNESDAY, 11 SEP 2024
SMSF Association, Deakin University, and AccountantsIQ have partnered to deliver two courses for financial advisers. Deakin University is offering Ethics for Financial Services (Intensive), a compulsory bridging unit with 30 CPD hours. It runs across ...

MLC Life appoints two C-suite executives

MATTHEW WAI  |  TUESDAY, 10 SEP 2024
... offering for advisers, and the backing of Nippon Life makes that offering even stronger." Griffin noted that financial advisers have long been vital for MLC Life. "An experienced industry leader like Gerard allows us to build on the improvements to our ...

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 ...

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 ...

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Macquarie AM splashes billions on Applied Digital Corporation

MATTHEW WAI  |   12:42PM
Macquarie Asset Management (MAM) has pledged US$5 billion to NASDAQ-listed Applied Digital Corporation, which provides high-performance computing (HPC) data-centre solutions.

Subscription EVs attract HESTA, IFM interest

JAMIE WILLIAMSON  |   12:41PM
IFM Investors and HESTA, by way of its mandate with the former, will take a 49% stake in Splend Group, a provider of subscription electronic vehicles.

Economist's wishlist: Lower tariffs, bond yields settling

ELIZA BAVIN  |   12:07PM
AMP deputy chief economist Diana Mousina has listed her top five wishlist items for 2025, with hopes for lower inflation and avoiding a trade war.

MUFG Pension & Market Services awards tech mandate

KARREN VERGARA  |   12:16PM
MUFG Pension & Market Services (MPMS) has awarded Tata Consultancy Services (TCS) a mandate to help transform its retirement solutions business.

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Kellie Wood

Kellie Wood

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SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED
Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.
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