Lucie Beaman

Lucie Beaman

News by this author

9 November 2003

Lucie Beaman takes a quick look at which groups have the most clients....

5 November 2003

IWL will officially release its updated version of VisiWeb this week with the new features pushing it more into the realm of advisers and redefining it as a financial pla...

5 November 2003

Veteran risk adviser John Zwiers says the great trouble with the financial planning industry is that it pays lip service to the risk industry – and it has got to stop....

5 November 2003

In the last decade computers and technology have been responsible for many redundancies in the workplace, and those further down the financial services food chain could b...

3 November 2003

Over the past year, the Tower group has redirected its overall strategy and returned its focus to the risk end of the market. Lucie Beaman looks at what this means for th...

2 November 2003

Prepare yourself, planners, because as soon as you set foot through that exhibition hall entrance you are going to be bombarded with treats, novelty prizes and, if you’re...

30 October 2003

Vanguard Investments Australia has chosen a left-field candidate to fill its vacant head of retail role position - former Personal Investor and Asset magazine managing e...

29 October 2003

Financial planners are stepping into the insurance ring, and while they have textbook knowledge and software in their corner, do they have the skill set? Lucie Beaman rep...

28 October 2003

The Financial Planning Association (FPA) is lobbying for changes to the Insurance Contracts Act to reduce the professional indemnity insurance problems currently plaguing...

28 October 2003

The financial planning arm of the Commonwealth Bank (CBA) is developing an “adviser academy” which it hopes will raise the standard of its advice business and attract a f...

 

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