Lucinda Beaman

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Funds management

03 Sep

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

Financial planning

02 Sep

Pressure building on opaque regulators

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...

Financial planning

02 Sep

Advice firms try to claim outstanding Trio Capital commissions

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

Financial planning

01 Sep

FPA warns on danger zones

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

Financial planning

01 Sep

IOOF too small to compete: AMP

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 ...

Financial planning

31 Aug

Van Eyk Research fires research quality broadside

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...

Financial planning

30 Aug

AFA pushes ahead with lobby group

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...

Financial planning

30 Aug

Miles hits back at Genesys research critics

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...

Financial planning

30 Aug

Dimensional boosts team

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

People & Products

27 Aug

CountPlus strengthens board ahead of listing

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...