Lucie Beaman

Lucie Beaman

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Growth funds are beginning to reward the faith some investors have placed in them after the median fund experienced five successive months of positive returns, following ...

David Hartley has left his position as chief investment officer (CIO) of Mercer Trusts, after being with the Mercer Investment Consulting group for 13 years....

Word of mouth and a sound business model have been the key drivers in the recent growth of National Australia Group owned dealership Garvan Financial Planning, according ...

Dealer group Associated Planners (AP) has launched a succession planning service to advisers - the AP Partnership program - to assist it in attracting new blood to the gr...

The Association of Independently Owned Financial Planners (AIOFP) has signed a deal to take up Asgard’s e-wrap to sit alongside the association’s existing Personal Choice...

Tower Asset Management has dropped its growth style Australian shares product, moving instead to an internally managed, style neutral, multi-manager offering....

Van Eyk Research and the original creators of Visplan have joined forces to build a rival financial planning software tool and are set to roll it out for use in the next ...

A South Australian financial adviser has been sentenced to over two years jail term after an investigation conducted by the Australian Securities and Investments Commissi...

The Australian Investors’ Association (AIA) and Adviser Ratings August survey of investor and adviser sentiment has flagged a positive shift in mood regarding the Austral...

Former Challenger chief executive Bill Ireland has marked his return to the industry with a series of changes at his new venture, Australian Assets Corporation, proposing...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

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ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

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ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

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