Lucie Beaman

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Financial planning

31 Jul

Credit Union dealer groups join forces

Three credit union dealer groups have merged to create financial services firm CU Financial Advisory Services....

Financial planning

31 Jul

Mariner set for sail under Ireland

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...

Financial planning

31 Jul

A star is born at Promina

Promina has continued the renaming of the former Royal & SunAlliance (RSA) group announcing today that the financial services division will drop the RSA moniker and be ca...

Financial planning

29 Jul

UBS lose chief investment officer to HSBC

UBS Global Asset Management (UBS GAM) chief investment officer (CIO) and head of asset allocation Jon Taylor has left the group to take up the role of CIO at HSBC Asset M...

Financial planning

28 Jul

PI premiums to remain high for 12 months

The insurance industry’s high professional indemnity (PI) premium levels are here to stay, with an estimate of at least 12 months before insurance companies are able to l...

Financial planning

24 Jul

Revolving doors fuel tentative ratings

The turnover of Australian funds management investment personnel is the underlying reason only two funds out of an initial 21 reviewed by international ratings and invest...

Financial planning

23 Jul

Advisers expected to take blame: survey

More than 80 per cent of do-it-yourself (DIY) super fund investors believe their accountant or financial adviser will be held responsible if their fund breaches super leg...

Financial planning

22 Jul

WHTM eyes wholesale market

WHTM Asset Management will open its funds up to the wholesale market repackaging its retail funds and has set a target of reaching $3 billion dollars in funds under manag...

Financial planning

22 Jul

Saunders departs following Assirt restructure

Caroline Saunders yesterday walked from her position as head of Assirt, following the announcement of a restructure which will see the research house brought under the co...

Funds management

22 Jul

St George clarifies strategy with wealth management reshuffle

The St George Bank group has made significant changes to its wealth management division, impacting both the investment management arm of Advance Funds Management and rese...