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Lucinda Beaman
News by this author
PIS will be in the market to recruit a new chief executive following a decision by Robbie Bennetts to step back from operational matters....
Professional Investment Services will appoint a new chief executive for its advice business, with co-founder and chief executive Robbie Bennetts to take a step back from ...
Concerns around high commissions and the general outlook see PIS drop agribusiness managed investment schemes from its APL....
The National Institute of Accountants is lobbying Assistant Treasurer Nick Sherry to ensure financial planners aren’t exempt from the Tax Agent Services Act, saying exemp...
Everest Financial Group's largest shareholder, the Wingate Group, is seeking to have the current board overthrown and replaced with three new directors....
ANZ will transition the wealth management and insurance businesses it acquired from ING to a new name and brand by the end of this year, ANZ's Australian chief executive,...
Research conducted by CoreData has pointed to an increasing number of high-net-worth individuals making "ultra-conservative" investment decisions....
Van Eyk Research has lost its second head of research in less than a year, with Stephen van Eyk's replacement, Nigel Douglas, resigning after the group's annual conferenc...
BT Wrap has upgraded its platform to better service advisers wishing to invest in direct equities and exchange traded funds, with Chris Freeman saying the changes were in...
Another company external to Iress has begun consulting on the implementation of Xplan software....
Analysis by this author
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...