Lucie Beaman

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Financial planning

08 Nov

Unity is the key for new FPA board

RAISING industry standards and ensuring the full representation of all members are two of the key issues to be tackled by new board members of the Financial Planning Asso...

Financial planning

08 Nov

Ralph and Cameron join forces in governance

FORMER Investment and Financial Services Association (IFSA) chief executive Lynn Ralph has joined with the former chair of the Australian Securities and Investments Commi...

Financial planning

08 Nov

BT gives guarantees but still suffer ratings downgrade

BT FUNDS Management has given assurances that despite the poor performance of its Australian Equities fund it will not close the fund to new investors nor wind it up in t...

Financial planning

07 Nov

Americans optimistic while Aussies waver

Both investors and advisers are more optimistic about share market performance over the next six months than they were last month, according to this month’s combined Aust...

Financial planning

06 Nov

Newnham bumped up in reshuffle at Zurich

Steve Newnham has been bumped up from the position of head of distribution investment and life business to group head of sales at Zurich....

Financial planning

01 Nov

Executive shuffle at Tower

Tower’s acting group chief executive (Australia & New Zealand) Keith Taylor has announced a number of senior executive changes at Tower, including the departure of acting...

Financial planning

30 Oct

Adviser gets two years in wilderness for recommending Lifestyle

The Australian Securities and Investments Commission (ASIC) has handed out another sentence in relation to the Lifestyle Property Group, a failed property investment grou...

People & Products

28 Oct

Investor Group hires dealer services head

Financial planning consolidator Investor Group has created a new management position aimed at supporting the 105 advisers across its Investor Financial Planning and Presc...

Financial planning

21 Oct

New face to join IFSA

The Investment and Financial Services Association (IFSA) today announced that the currently vacant role of deputy chief executive officer will be filled by NSP Buck execu...