Lucinda Beaman

News by this author

Not all research houses are created equal, and even within the leading research houses there are areas of strength and weaknesses that must be accounted for....

The Commonwealth Bank of Australia has tightened its lending criteria for financial planning businesses....

Former Aviva Australia chief executive Allan Griffiths has resurfaced with the company in Singapore....

ANZ-owned dealer group Financial Services Partners has created two new internal roles to improve its investment research offering....

Some of Australia’s biggest investment research contracts have changed hands in recent weeks, and there could be more changes in the pipeline....

The Financial Planning Association has reported an increase in the number of complaints about advisers failing to let go of clients wishing to leave a practice....

Some of the community anger directed towards the Commonwealth Bank of Australia (CBA) after its Melbourne Cup day rate hike appears to have trickled down to the funds man...

Advisers have been warned against making simplistic comparisons between fund ratings from different research houses in the Australian market....

There’s one week until the vote on the proposed merger between Professional Investment Holdings (PIH) and listed company Centrepoint Alliance, but it remains unclea...

A leading superannuation body has responded to industry calls for regulatory intervention in investment labelling and promotion by claiming industry-wide agreement on the...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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
moneymanagement logo