Lucie Beaman

Lucie Beaman

News by this author

10 December 2003

It’s not every day you come across someone like Simone Vanden-Driesen. As a director of financial planning firm Leishman Financial Services, a certified financial planner...

8 December 2003

Head of distribution at Zurich Financial Services Australia, Steve Newnham, will officially step down from the role today, making way for assistant head of sales Janet Sm...

8 December 2003

Money Management’s Financial Planner of the Year award is getting bigger and better every year, with increasing numbers of nominations, finalists and, this year, even jud...

7 December 2003

The run of success for value managers is about to come to an end with growth management set to stage a comeback according to research house van Eyk....

7 December 2003

On the look out for a new job? The good news is that financial planners are in hot demand. But in order to stand out from the crowd and use your time effectively, conside...

7 December 2003

A recent survey has shown that while the majority of investors turn to professionals for advice beyond publicly available information they may not be getting what they pa...

3 December 2003

The Institute of Chartered Accountants Australia (ICAA) has warned accountants moving into financial planning for the first time should not expect to achieve full profita...

3 December 2003

The Commonwealth Bank has enacted a series of changes within the Financial Wisdom dealer group including the waiving of new license fees, expanded recommended list and th...

24 November 2003

Not only is Kerr Neilson one of the forefathers of the boutique funds management industry, the head of one of the most innovative boutiques in the industry (which consist...

23 November 2003

One of our panellists mused that a degree of Stephen van Eyk’s influence stems from the amount of media exposure he receives – “he’s mentioned every week in every industr...

 

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Simon J

What do you think the motivation is behind this broadly worded legislation Peter? Is it to make it harder for retail ...

14 hours 23 minutes ago
PETER JOHNSTON- AIOFP

The FSC should have thought about this when they cooperated with O'Dywer/Frydenberg/Hume/FPA/AFA 10 years ago when this...

17 hours ago
Simon J

Sick of it. Canberra is a joke....

17 hours 45 minutes 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 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 ago