Lucinda Beaman
News by this author
Research conducted by Perpetual has found that clients are becoming wary about advisers recommending 'in-house' financial products and funds....
Concerns about the churning of life insurance policies have emerged, with increases in risk-writing by advisers coinciding with a rise in attrition rates for insurance co...
Two former Infocus Money Management authorised representatives from Western Australia are currently the subjects of an ASIC investigation....
The Financial Planning Association has called for an overhaul of the education standards for financial planners, including a minimum tertiary qualification requirement by...
Adviser-owned Australian Financial Services (AFS) is to raise the lower limits of the size of practices it will work with as it seeks to build a more sustainable dealer g...
Greg Kirk to step down as chief of AXA-owned Genesys Wealth Advisers, to be replaced by ipac executive John Saint....
Research house Adviser Edge has warned that the popular AXA North product may have been oversold, saying many of the investment options offered in the product have a low ...
A West Australian man has been permanently banned from providing financial services following prosecution for 24 counts of fraud....
The board of the Financial Planning Association is considering raising the minimum education standard for advisers to a tertiary level. ...
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...