Lucinda Beaman

News by this author

While managed funds do have a place in SMSFs, failing to provide services in the direct equity space may present a roadblock for advisers looking to tap into this lucrati...

While the IMA space has long been the domain of larger players, financial planners will be able to offer clients access to customised portfolios through a new platform, w...

Margin calls have hit record highs in recent months and many investors are questioning whether the funds management companies offering the underlying investments were act...

The current turmoil in financial markets has led to calls for increased transparency, but releasing certain information could lead to a hazardous situation for investors,...

The prudential regulator last week sent a letter to super fund trustees outlining its expectations on unlisted asset valuations, while also listing "unacceptable practice...

A global survey of fund managers has found that the risk appetite of investors is improving, with many of them beginning to emerge from the defensive positions that promp...

Well known agribusiness investment manager Timbercorp has until May 1 to convince its lenders to extend its loan facilities, or come up with an alternative solution to it...

Investors into term deposits offered by institutions covered by the Government’s bank guarantee have been urged to remain alert, not alarmed, as the regulator moves...

Cameron Stockbrokers has outlined its plans to partner with financial planners to offer a service in the middle ground between direct equity ownership and the provision o...

Defensive positions obstructed many hedge funds from benefitting from March's equity market movements, but the majority of hedge funds on the Credit Suisse/Tremont Hedge ...

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’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months 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 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 22 hours 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 ...

3 weeks 5 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 4 days ago
moneymanagement logo