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Lucinda Beaman
News by this author
Regulators have again been urged to intervene in the issue of fund promotion as some of Australia’s biggest fund managers and super funds continue to market product...
The international Financial Planning Standards Board believes it’s time for the use of the title ‘financial planner’ to be restricted and protected by l...
More than two years after the cracks in Storm Financial’s advice model began to show, the Financial Planning Association (FPA) has expelled director Emmanuel Cassim...
Van Eyk Research has lost another key contract, with BT Financial Group handing the investment research mandate for dealer groups Westpac Financial Planning and Magnitude...
AXA-owned Genesys Wealth Advisers has completed the first stage of an equity offer to member firms, but despite almost 80 per cent of member firms taking part the offer f...
Student membership numbers up but practitioner numbers down in what outgoing Chair Julie Berry acknowledges as a period of growing pains for both the industry and its pea...
Financial Planning Association chief Mark Rantall has warned against the pricing pressures created by “over regulation”, resulting in an inflation of the cost...
A potential buy-out of Peter Daly's Australian Financial Services Group (AFS) has collapsed at the final stages....
Active managers across a range of sharemarket categories failed to beat their respective indexes in the last quarter....
Concerns have been raised about the nature of the professional development being delivered to advisers at dealer group conferences....
Analysis by this author
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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...
So we are now underwriting criminal scams?...