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Showing 931 - 940 of 10432 results for "advice"

Story Wealth co-founder joins Kearney

KARREN VERGARA  |  FRIDAY, 6 SEP 2024
... 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, together with directors Kara Treeby and Sarah Leslie. ...

Financial Standard wins Impact Award

STAFF WRITER  |  FRIDAY, 6 SEP 2024
... work." Financial Standard was one of 12 lucky winners on the night. In the wealth management category, Jarrad Page of Right Advice Wealth Management was named Investment Adviser of the Year and Right Advice was named Boutique Advice Firm of the Year. ...

Cbus advice lead jumps to Aware

ELIZABETH FRY  |  FRIDAY, 6 SEP 2024
... 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 fund's superannuation advice teams as it expands its advice options to members. Cross will ...

Majority pass adviser exam

KARREN VERGARA  |  FRIDAY, 6 SEP 2024
... or 19,835 of candidates who have sat the exam passed. ASIC said they demonstrate the skills to apply their knowledge of advice construction, ethics and legal requirements to the practical scenarios tested in the exam. The exam lasts 3.5 hours, including ...

Super fund merger prompts investment changes

ANDREW MCKEAN  |  TUESDAY, 3 SEP 2024
... "fit-for-purpose" for the merged fund's portfolio. Spirit Super members will continue to have access to general and personal advice on some matters relating to their superannuation account at no extra cost, as these services are covered by the administration ...

Count reports strong results on back of Diverger acquisition

ELIZA BAVIN  |  FRIDAY, 30 AUG 2024
... at least $4 million in annualised run rate expected. "This elevated Count to become the second largest wealth management advice firm in Australia, reinforcing our commitment to growth and ensuring more Australians have access to quality financial services. ...

Clime posts $3.8m loss

ANDREW MCKEAN  |  FRIDAY, 30 AUG 2024
... previously reported by Financial Standard, Madison Financial Group and WealthPortal were divested in June; funds under advice associated with these entities are no longer reported. Clime chair John Abernethy said the decision to divest Madison stemmed ...

Cbus' CFMEU board directors exit

ANDREW MCKEAN  |  FRIDAY, 30 AUG 2024
... board rest with union's national executive, which is currently controlled by the administrator. "We will await further advice from the national executive of the CFMEU and will engage as appropriate on future appointments to the board to ensure members ...

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
... test, and the consequences to consumers should be front of mind," he said. "The FSC encourages consumers to seek financial advice before making changes to their investment strategies following the release of performance results to ensure changes align ...