Lucie Beaman

Lucie Beaman

News by this author

16 February 2003

The Frank Russell group has dropped Perpetual Investment Management as a manager within the Russell Australian Shares Fund, with Perennial Value Management set to join th...

16 February 2003

Firms are prepared to pay up to three times more than the usual price for a fund manager with significant funds under management (FUM), according to the latest analysis f...

13 February 2003

Colonial First State’s (CFS) flagship master trust, FirstChoice, has reached the $2 billion mark in funds under administration less than nine months after its launch....

12 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 ...

3 February 2003

The van Eyk Research group has filled the gap left by the departure of its former head of asset consulting, Rob Prugue, appointing John Peterson to the role. Peterson, fo...

2 February 2003

When it comes to making lasting relationships with your clients, first impressions could be what makes or breaks your business. LUCIE BEAMAN reports....

2 February 2003

The Australian Securities and Investments Commission (ASIC) has taken action to ban South Australian investment advisers Roger Gordon and Colin Turner from advising on, o...

27 January 2003

The Financial Planning Association (FPA) has received accreditation as a Registered Training Organisation (RTO) by the Office of Training and Tertiary Education Victoria....

27 January 2003

Australian fund managers remain widely optimistic regarding the likely performance of capital markets in 2003 according to a survey conducted by Mercer Investment Consult...

27 January 2003

The Navigator investment platform has signed its second badging contract, this time partnering up with Diversified Portfolio Management (DPM)....

 

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 21 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 21 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 16 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