Lucie Beaman

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Financial planning

21 Oct

Australians don’t like paying for advice

Financial planners can do no right in the eyes of the Australian public in terms of the fee versus commission debate, discussion at the Financial Planning Association’s (...

Financial planning

20 Oct

Russell boosts boutique support in Aussie shares fund

Russell Investment Group has appointed boutique investment manager Orion Asset Management to the Russell Australian Shares Fund, reducing the mandate weightings of Allian...

Financial planning

19 Oct

Research: where does it stand in practice?

Lucie Beaman talks to advisers about the practical application of risk research....

Financial planning

13 Oct

Fiducian confirms external adviser push

Fiducian Portfolio Services has re-affirmed its intent of offering its funds and investment services to the external adviser market and has now received strong interest f...

Financial planning

10 Oct

Money laundering laws to slug managers with unfair costs

Fund managers accepting deposits or funds from the public will be slugged with additional costs and increased compliance demands if new international due diligence guidel...

Financial planning

10 Oct

Industry reform will push on: Campbell

Parliamentary Secretary to the Treasurer, Senator Ian Campbell, reinforced his commitment to continuing the current reform momentum at an Investment and Financial Service...

Financial planning

08 Oct

Back to school for advisers

The Financial Planning Association (FPA) and the Australian Securities and Investments Commission (ASIC) have joined forces in an attempt to improve written communication...

Financial planning

03 Oct

Adelaide adviser avoids jail term

A former Adelaide investment adviser closely escaped a two year jail term yesterday following 62 charges brought by the Australian Securities and Investments Commission (...

Financial planning

02 Oct

Tower revives asset management

Despite moving away from funds management and returning to its risk-based roots, Tower Australia is forging ahead in forming its newly created asset management group, app...

Financial planning

01 Oct

On the right side of the law

The clients and businesses of lawyers and financial planners have much to gain from professional partnerships. Lucie Beaman reports on the ins and outs of what can be a b...