Lucie Beaman

Lucie Beaman

News by this author

Chris Skilton temporarily takes on top job....

image

Financial Ombudsman Service travels to complaints hotspot....

image

The big software providers can’t be everything to everyone – and that’s where other technological whizzes step in. Lucie Beaman reports....

Glebe Asset Management general manager equities, James McSkimming, has resigned from his position after 17 years with the group, resulting in a ratings downgrade from Inv...

The role of the business development manager (BDM) is one that has seen significant change over the past five years. BDMs were once regarded as those shiny, happy people ...

One of the most common themes in the international equities sector over the past four years has been the success of one particular manager – Platinum Asset Management. La...

Factors such as branding, fund size, investment style, internal operations (and luck) have ensured that when it comes to the Australian equities sector over recent years,...

FINANCIAL planners across Australia watched in horror as the mainstream media opened fire on the industry in the wake of the ACA/ASIC shadow shopping survey, alarming man...

MLC has launched a new platform for planners - AdviserCentral - and will roll it out to its 1,400 strong adviser network....

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

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 2 weeks ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 days 21 hours ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

4 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

1 week ago