Lucinda Beaman

News by this author

Professional Investment Holdings has managed to offload a bulky property asset from its books ahead of its proposed merger with Centrepoint Alliance....

The Australian Securities and Investments Commission (ASIC) is facing pressure to report on its use of an extensive set of data collected from the financial services indu...

A number of financial planning firms have made claims regarding outstanding commission payments they believe they are owed for recommending Trio Capital products – which ...

The Financial Planning Association has warned its members on a number of bad advice hotspots, while also expelling one of its members....

AMP chief executive Craig Dunn has warned against what he sees will be permanent damage to competition in the wealth management market if National Australia Bank’s ...

The chief executive of van Eyk Research, Mark Thomas, has fired a broadside at the Australian investment research industry, criticising his peers for failing to apply hig...

The Association of Financial Advisers is pushing ahead with a lobby group aimed at defining the ‘nuances’ of proposed regulatory reforms to the advice industr...

Fortnum Financial Group executive chairman Ray Miles has hit back at what some have perceived was an attack on the investment research team formerly employed by Genesys W...

Dimensional has boosted its investment and compliance teams, recruiting Thomas Reif from JPMorgan and Rod Mair from BGI/BlackRock....

Former BT Financial Group executive Graeme Fowler and accounting specialist David Smith have joined soon-to-be-floated Count subsidiary CountPlus as non-executive directo...

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’...

1 month 2 weeks ago

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

2 months 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 2 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 6 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks 1 day ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 5 days ago
moneymanagement logo