Lucinda Beaman

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Research firm CoreData has warned changes to adviser remuneration in the UK may see many consumers priced out of the market, with the group identifying a fee ceiling of 1...

Midwinter Financial Services has released new functionality it claims will 'revolutionise' financial planning in Australia by dramatically cutting the average time taken ...

Colonial First State will replace troubled boutique fund manager 452 Capital with Paul Fiani’s Integrity Asset Management and its own CFS Global Asset Management....

ANZ Banking Group has firmly denied media reports today stating it is preparing to acquire mid-tier dealer group AFS....

High-profile boutique fund manager 452 Capital is on the brink of losing its CEO Lyndsey Hancock and its remaining two joint investment heads Suellen Morgan and Mary Fero...

Genesys Wealth Advisers has overhauled its underperforming model portfolio, acknowledging exposure to problematic funds....

New research reveals a dramatic shift away from managed funds towards direct equities and other listed investments, as the effect of increased investor fee aversion and d...

Another superannuation fund is preparing to launch an online intra-fund advice service to encourage members to 'self-start' their own advice process....

Super funds and their service delivery agents are racing to take new intra-fund advice technology to market. ...

Listed premium insurance funding company Centrepoint Alliance has told the market it won’t break even for the six months to 30 June 2010, as a result of costs assoc...

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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’...

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

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ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

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A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

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