Lucinda Beaman

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Astarra investment manager Shawn Richard banned from financial services for life after pleading guilty to dishonest conduct....

AMP chief Craig Dunn has underscored the importance of financial planners in his company’s $14 billion acquisition of the Australian and New Zealand operations of l...

One of the founders of Shaw Stockbroking, Harold Shapiro, has walked away from the company he built and led for almost two decades, pointing to irreconcilable differences...

The FPA and the FSC now have clearly differentiated seats at the lobbying table, but the FPA chief has acknowledged that advisers and licensees remain inextricably linked...

Professional Investment Holdings will soon join the likes of competitors Count Financial and WHK, becoming a listed entity via its merger with Centrepoint Alliance....

ANZ Financial Planning appoints Lonsec to supplement van Eyk Research....

The chair of last year’s parliamentary inquiry into the financial services industry has reinforced the need for ASIC to follow through “with the full force of...

Paul Forbes has resigned as head of product and research for big dealer group Professional Investment Services....

The Board of the Financial Planning Association has proposed significant changes to the make-up of the association, which would see individual financial planners given pr...

The entry-level requirements for the provision of financial advice may soon be lifted from their very low base, with the corporate regulator undertaking consultation with...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months 4 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 3 days ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

6 days 6 hours ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

2 days 9 hours ago
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