Lucinda Beaman

News by this author

23 November 2010

The Australian Securities and Investments Commission (ASIC) will meet with a number of financial institutions subject to its investigations into failed financial planning...

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23 November 2010

AMP Financial Services has reshuffled some of its senior management as it creates new roles to support a new operating model for its advice businesses....

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22 November 2010

A new strategy has been modelled that will allow clients who have hit the superannuation concessional contribution caps to continue to add to super....

22 November 2010

Professional Investment Holdings (PIH), the parent company of one of Australia’s largest non-institutionally owned dealer groups, has removed one of the final obsta...

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21 November 2010

The scrutiny of investment research business models continues, this time with Standard & Poor’s (S&P) Fund Services managing director Mark Hoven putting the...

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18 November 2010

The investment research team at ANZ-owned RI Advice Group, led by Dinyar Irani, is leaving to set up a portfolio construction company in partnership with Ray Miles' Fortn...

18 November 2010

The investment research team at ANZ-owned RI Advice Group, led by Dinyar Irani, is leaving to set up a portfolio construction company in partnership with Ray Miles’...

17 November 2010

Well-known industry figure Greg Dunger has emerged as the new director of financial planning for non-institutionally owned advice firm Centric Wealth....

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16 November 2010

The Senate has asked the Productivity Commission to create a new process for the selection and review of default superannuation funds....

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16 November 2010

The SPAA has recommended an ‘opt-out’ from the superannuation guarantee as a way for people with multiple employers to avoiding incurring significant tax pena...

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Time to Go

I really can't see how getting rid of the safeguards with no other changes achieves anything at all. We're still the ea...

4 hours ago
Rob

Nowhere else in the world do innocent bystanders have to pay for the losses incurred to investors due to failed business...

7 hours ago
Time to Go

Yet everything states profitability is much higher in a larger practice. As a smaller planning practice it is a hard sl...

1 day 23 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 3 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 1 week ago