Lucinda Beaman

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Financial planning

11 Oct

Aviva Investors sticks with OneVue

Aviva Investors has signed another two-year deal with administration provider, OneVue....

Financial planning

06 Oct

Matrix embraces new platform

Matrix Planning Solutions has added new generation platform Hub 24 to existing arrangements with Wespac’s BT Wrap and ANZ’s Oasis....

Funds management

05 Oct

Fund manager conflicts left untouched

The corporate regulator’s moves to tighten the rules for responsible entities of managed investment schemes are positive but don’t address the conflicts of in...

Financial planning

05 Oct

Swan opens door for ACCC bank crackdown

The Treasurer Wayne Swan has indicated the Labor Government would be willing to hand more power to the competition regulator should it wish to investigate the big four ba...

Financial planning

01 Oct

Countplus buys TFSA

Count Financial subsidiary Countplus has bought dealer group Total Financial Solutions for $11.5 million....

Financial planning

30 Sep

NAB declines stake in PIS

National Australia Bank has declined to act on a 20 per cent share option it held over the parent company of Professional Investment Services, but the existing relationsh...

Financial planning

30 Sep

Managers: put your money where your mouth is

Advisers have been asked to consider the benefits of supporting fund managers who put their money where their mouth is....

Financial planning

29 Sep

Adviser action required on manager conflicts

Without appropriate legislation to address fund manager conflicts of Interest in troubled managed investment schemes, advisers are being forced to take matters into their...

Financial planning

29 Sep

AMP looks for growth in North Qld

AMP Financial Planning is looking for growth in the North Queensland market, reflecting the rapid expansion of areas such as Townsville....

Financial planning

28 Sep

Count key contract reviews near completion

Count Financial may soon have an all new back-office; with investment research, platform, and advice software contracts all currently under review at the big listed deale...