Lucie Beaman

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Financial planning

1 April 2004

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 March 2004

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

28 March 2004

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

25 March 2004

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

23 March 2004

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

21 March 2004

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

18 March 2004

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

15 March 2004

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

10 March 2004

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

10 March 2004

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....