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Lucinda Beaman
News by this author
Aberdeen Asset Management is planning to sell four income funds and six growth funds that it acquired from Credit Suisse to Premier Asset Management....
A dependence on complex financial planning software is seeing practices outlay significant sums on the recruitment of younger, tech-savvy support staff rather than experi...
Lifeplan members meeting on August 13 in Adelaide to vote on the proposal....
Financial planning businesses have traditionally been valued on a multiple of annual recurring revenue, including trail commissions on investments, which clients have his...
AMP chief executive Craig Dunn used the words 'process-driven' and 'industrialised' to describe the way planning businesses will need to evolve, while also flagging a new...
AMP chief executive Craig Dunn has defended the integrated financial services model, saying despite "inherent conflicts of interest" that must be managed, consumers prefe...
Australia's biggest dealer group is considering restructuring its 1,400-plus adviser force into separate licences and brands....
Former clients of Storm Financial and Colonial Geared Investments are continuing to voice frustration about the shortcomings of the system employed by CGI in managing the...
High commissions, vague Product Disclosure Statements and a lack of focus on the fundamentals of the underlying business have combined to create an investment sector that...
The New Zealand financial planning industry is being consulted on new disclosure requirements for advisers, including the potential use of the terms 'independent' or 'una...
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?...