Lucie Beaman

Lucie Beaman

News by this author

28 April 2004

Charter Financial Planning added 57 financial planners to its ranks last year, continuing the steady growth pattern shown over the five year history of this survey....

28 April 2004

At the Money Management Fund Manager Of The Year awards in May last year, Sydney-based Vertex Capital Management took out top honours in the new category of ‘Alternative ...

28 April 2004

Australian Ethical Investment can truly be counted as one of the veterans of the boutique funds management movement, entering its 18th year in 2004....

28 April 2004

Orion Asset Management has certainly made a splash into the boutique funds management pool....

28 April 2004

Financial Planning Services (Australia) was launched as a national boutique dealer group in June 2001....

19 April 2004

The listed property trusts (LPTs) sector is no longer the ‘safe haven’ asset class it was once considered to be, and advisers need to be aware of the changing risk profil...

12 April 2004

IOOF Investment Management has filled the last of its vacant senior management roles, with Andrew Stewart joining the group as head of distribution....

ING-owned platform Optimix Investment Management has added four international investment firms to its manager line-up and follows a tweak of its Australian equity manager...

Securitor has signed up another partner, with the financial planning arm of accounting firm Bentleys MRI Sydney replacing its former dealer services arrangements previous...

BT Australia chief investment officer Guy Strapp is taking on the additional responsibilities of acting chief investment officer for BT New Zealand (BTNZ) following the r...

 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Big Feller

This can't be a surprising development. I'm sure every Financial Planner in Australia has had an experience of being sc...

7 hours ago
One foot out the door

Just 15 per cent of advisers said they may exit the industry over the next few years, Thats about 2,300 advisers! if ...

12 hours ago
Craig Offenhauser

I think Mr. Toohey's conclusions and extrapolations are "currently" merging on the typical SMSF issue of "....prone to ...

3 days 6 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 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. ...

9 months 2 weeks ago

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

10 months ago