Lucie Beaman

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Financial planning

26 May

Skandia One gets second signing

Lonsdale Financial Group has signed up Australian Skandia’s platform, Skandia One - the second group to take the platform on board since its launch two months ago....

Financial planning

26 May

Ipac makes Qld push

Ipac Securities is expanding its business reach to cover the Brisbane financial planning market, after announcing plans to open an office there this month....

Financial planning

26 May

Bridges unveils fee changes

Bridges Financial Services has altered the annual fee structure of its master trust, The Portfolio Service, by introducing a new tiered portfolio fee rebate and reducing ...

Financial planning

16 May

NAB/MLC platforms on top despite outflows

The National/MLC group has maintained its number one place in market share for a second successive quarter in the competitive master trust/wrap account market despite bei...

Financial planning

15 May

Associated Planners racks up the numbers

Associated Planners Financial Services (APFS) has continued with an impressive recruitment drive signing up 16 firms from its rivals and in the process growing its base t...

Financial planning

15 May

ASIC to examine long range forecasts

The Australian Securities and Investments Commission (ASIC) will crack down on the misuse of long range financial forecasts in prospectuses and product disclosure stateme...

Financial planning

15 May

No autumn ‘fall’ for investors

Financial markets provided investors with some respite in March with the median fund manager in the InTech growth survey returning 1.64 per cent over the month....

Financial planning

09 May

Emphasis on agribusiness at van Eyk

Van Eyk Research has added another consultant to its agribusiness division, van Eyk Capital, with Dr Peter Dry now assisting analysis in the firm’s annual agribusiness re...

Financial planning

02 May

FPA offers olive branch

The Financial Planning Association (FPA) board of directors will meet on Monday with four ‘leading’ consumer advocates to aid it in taking account of consumer concerns an...

Financial planning

23 Apr

Australian Unity picks up competent rating

Australian Unity Funds Management has been awarded an overall rating of ‘competent’ by research house Assirt in the areas of business management and operating capability....