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LUCY FOSTER

Financial planning

The Retirement Income Covenant is spearheading decumulation product innovation to help the “hunger for yield” retirees have, according to Challenger....

Awards

Having the flexibility to job-share their chief executive and managing director role has been a key decider in the career advancement of Generation Life’s Lucy Foster and...

Funds management

A fund focused on providing tax effective returns has launched, aiming to offer investors a tax rate of nine to 11 per cent....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

5 days 18 hours ago

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

4 weeks 2 days ago

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

1 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 1 day ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 3 days ago