Lucie Beaman

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Financial planning

07 Apr

Godfrey Pembroke looks for the high ground

Godfrey Pembroke has long been regarded as a premium financial planning group, but with new owners and a new chief, will it retain that crown? Lucie Beaman looks at the G...

Financial planning

07 Apr

Researchers have their right of reply, and a few parting shots

For the most part, research houses accepted the criticisms levelled at them by fund managers – but there were some things they weren’t prepared to take lying down. Lucie ...

Financial planning

07 Apr

ASIC moves on Permanent compliance concerns

The Australian Securities and Investments Commission (ASIC) has placed extra conditions on the securities dealers’ licences of Permanent Trustee Company and Permanent Inv...

Financial planning

02 Apr

Integratec to teach stockbrokers a lesson

Financial services education and compliance provider Integratec will expand into stockbroking education following Bell Potter Securities joining its online continuing pro...

Financial planning

02 Apr

Mercer launches rival to iRate

Mercer Investment Consulting is set to produce publicly available fund manager and product ratings, a move that could see the group in direct competition with the likes o...

Financial planning

02 Apr

Super privacy under threat from family law legislation

The privacy of clients within superannuation funds is under threat as trustees of super funds will be legally forced to share confidential information regarding clients’ ...

People & Products

12 Mar

New wealth management head at Suncorp

Suncorp Metway has poached another Commonwealth Bank executive to fill one of its top jobs, this time the position of head of wealth management....

Financial planning

10 Mar

Perpetual loses $1.1 billion in a month

Perpetual Investments has suffered a massive decrease in funds under management losing $1.1 billion between the end of January and the end of February this year....

Financial planning

07 Mar

ASIC shuts down adviser for churning

The Australian Securities and Investments Commission (ASIC) has removed a West Australian planner from the industry for four years after he agreed to an enforceable under...

Financial planning

03 Mar

ASIC hands down permanent ban

The Australian Securities and Investments Commission (ASIC) has permanently banned Robert Huston Reynolds from acting as a representative of a securities dealer or an inv...