Lucinda Beaman

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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...

Former Perpetual executive takes top job....

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. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 3 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

2 weeks ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

6 days 19 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

1 week ago