Lucie Beaman

Lucie Beaman

News by this author

27 February 2003

Fledgling value manager 452 Capital has been given an overall ‘Buy’ rating for its Australian share product offering in InvestorWeb Research’s first ever review of the co...

26 February 2003

The Financial Planning Association (FPA) has made significant changes to its Certified Financial Planner (CFP) education program, allowing individuals with existing quali...

24 February 2003

A new industry body has been launched with the hope of raising industry standards amongst financial planners operating in the self managed super fund (SMSF) sector....

23 February 2003

IOOF has been confirmed as the new owner of superannuation and investment specialist AM Corporation....

20 February 2003

Sydney-based financial planning dealer group Madison Financial Group has signed on with industry research house Lonsdale Securities (Lonsec) giving the latter its second ...

19 February 2003

American International Assurance (AIA) Disability Income has taken first place honours in the Best Disability Product category in the inaugural Money Management/Dexx&r Ad...

19 February 2003

Financial services education provider, IntegraTec, has released the latest in its series of financial planning training courses, calling for a greater concentration on co...

19 February 2003

The Macquarie Enhanced Fixed Interest Fund has broken the $1 billion mark for funds under management for the first time, after taking in more than $550 million in the 12 ...

19 February 2003

IOOF has confirmed that it is a leading contender to purchase superannuation and investment specialist AM Corporation....

17 February 2003

Deakin Financial Services is set to push ahead with its dramatic growth plans after the release of its much awaited in-house wrap service, Deakin Smartplan, later this we...

 

MARKET INSIGHTS

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

2 days 22 hours ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

2 days 22 hours ago
JOHN GILLIES

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

3 days 17 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 2 weeks ago