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’...

1 month 3 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 2 weeks 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 3 weeks ago

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

3 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 3 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 1 day ago
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