Lucinda Beaman
News by this author
ING-owned RI Advice Group has taken a 20 per cent stake in Ray Miles' new dealer group, Fortnum Financial Group....
The leaders of the Financial Planning Association and the Association of Financial Advisers have indicated they will discuss a possible merger of the two competing bodies...
Adviser-owned dealer group Matrix Planning Solutions has argued it's time for the FPA and the AFA to become one entity....
Financial services licensees are continuing to scratch their heads over a way to communicate the value of advice....
Genesys Wealth Advisers put in place an 'adviser growth incentive scheme' in the final months of last year, which encouraged member firms to sign on support staff and rec...
Morningstar is making a push into industry superannuation funds research on the back of demand from financial advisers....
Law firm Levitt Robinson argues the compensation arrangements being negotiated between former Storm Financial clients and the Commonwealth Bank of Australia will not achi...
State Trustees ordered to pay $13.5 million compensation to Westpoint investors....
New evidence has emerged pointing to the seemingly unconventional relationship between the AIOFP and the now defunct fund manager Trio Capital, formerly known as Astarra ...
The country's biggest financial services licensees are scrambling to compile significant amounts of data ahead of this Friday’s deadline for the regulator’s industry audi...
Analysis by this author
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...