Lucie Beaman

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Financial planning

02 Apr

Ascalon signs up sixth boutique

St.George-owned Ascalon Capital Managers has taken a 25 per cent equity stake in Victoria-based boutique fund manager First Samuel, taking the group’s equity positions in...

Funds management

29 Mar

Advisers upbeat on equities: survey

Almost two-thirds of financial advisers polled in a recent survey remain confident equity markets will continue to rise this year....

Financial planning

29 Mar

IOOF reveals new managing director

IOOF has appointed a new group head following a five month search to replace incumbent managing director Rob Turner, who is scheduled to depart at the expiration of his c...

Financial planning

26 Mar

Super levels rise despite investor caution

The number of Australians investing in superannuation is at its highest level since December 1997 despite a lack of investor enthusiasm to pump more money into super, acc...

Accounting

24 Mar

Ipac signs support deal with accountants

Financial planning group ipac Securities has formed its first strategic alliance with an accounting practice after striking a deal with Brisbane-based firm MGI White Hanc...

Financial planning

22 Mar

Melbourne adviser falls for Nigerian scam

A Melbourne financial adviser has been permanently banned from the industry after falling for a Nigerian letter scam....

Financial planning

19 Mar

FSP consolidates administration

Financial Services Partners (FSP) is relocating its Melbourne administrative functions to Sydney in a reorganisation of its back-office structure....

People & Products

16 Mar

IOOF appoints new head of marketing

IOOF Investment Management has appointed a new head of marketing with former ANZ executive David Arnold set to take up the role next month....

People & Products

11 Mar

ADAM loses equities head, swiftly downgraded

Allianz Dresdner Asset Management (ADAM) head of Australian equities Mark Finselbach left the group yesterday after submitting his resignation last Friday - a move quickl...

Financial planning

11 Mar

Working party takes hard line on soft dollar

An industry working party into soft dollar payments has called for the removal of a number of common forms of inducements in its recommendations announced today....