Lucie Beaman

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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...

Financial planning

25 Sep

BFPPG fights Govt for FSRA changes

The Boutique Financial Planning Principals Group (BFPPG) is lobbying Government for changes to aspects of the Australian Financial Services Reform Act (FSRA) which it arg...

Financial planning

25 Sep

Back-office: Tips to take control

So, you’re a small practice wanting to look after your own back-office? Here are some tips to help you take total office control....

Financial planning

24 Sep

Going it alone

Many one-man bands and small practices are handling their own back-office. Lucie Beaman reports....

Financial planning

24 Sep

Planner doing it for himself

Managing director of financial planning firm NC Bruining & Associates, Nick Bruining, says that while keeping back-office duties in-house means getting your hands dirty, ...

Financial planning

23 Sep

HFA undergoes board and ownership changes

The Suncorp Group has offloaded its 53 per cent interest in Hedge Funds Limited (HFL), while Hedge Funds of Australia (HFA) managing director Spencer Young has increased ...

Financial planning

22 Sep

ASIC in offshore crackdown

The Australian Securities and Investments Commission (ASIC) has joined forces with financial services regulators in the US, UK and Hong Kong in a world first internationa...

Financial planning

18 Sep

The way we were...

They were the wheelers and dealers, the movers and shakers, the dreamers and schemers of an industry about to happen. They launched dealer groups and funds management com...

Financial planning

18 Sep

Degree entry for CFP by 2007

The Financial Planning Association (FPA) has lifted the bar for education with a mandated degree entry to its Certified Financial Planner (CFP) program from January 1, 20...

Financial planning

18 Sep

Integratec halts education fraud attempt

A case of attempted fraud has surfaced with training and education provider Integratec alleging a woman has forged education qualifications in attempt to dishonestly ente...