Lucie Beaman

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Financial planning

11 Dec

It’s all in a day’s work for this true believer

It’s not every day you come across someone like Simone Vanden-Driesen. As a director of financial planning firm Leishman Financial Services, a certified financial planner...

Financial planning

09 Dec

Newnham departs Zurich as Smith steps up

Head of distribution at Zurich Financial Services Australia, Steve Newnham, will officially step down from the role today, making way for assistant head of sales Janet Sm...

Financial planning

09 Dec

How we chose the Financial Planner of the Year

Money Management’s Financial Planner of the Year award is getting bigger and better every year, with increasing numbers of nominations, finalists and, this year, even jud...

Financial planning

08 Dec

Overrated value set to fall

The run of success for value managers is about to come to an end with growth management set to stage a comeback according to research house van Eyk....

Financial planning

08 Dec

Stay positive to stay in the hunt

On the look out for a new job? The good news is that financial planners are in hot demand. But in order to stand out from the crowd and use your time effectively, conside...

Financial planning

08 Dec

Clients relying on advisers who outsource research

A recent survey has shown that while the majority of investors turn to professionals for advice beyond publicly available information they may not be getting what they pa...

Accounting

04 Dec

Anger as FSR bites accountants

The Institute of Chartered Accountants Australia (ICAA) has warned accountants moving into financial planning for the first time should not expect to achieve full profita...

Financial planning

04 Dec

Financial Wisdom gets overhaul

The Commonwealth Bank has enacted a series of changes within the Financial Wisdom dealer group including the waiving of new license fees, expanded recommended list and th...

Financial planning

25 Nov

Top 10 Most Influential: Kerr Neilson

Not only is Kerr Neilson one of the forefathers of the boutique funds management industry, the head of one of the most innovative boutiques in the industry (which consist...

Financial planning

24 Nov

Top 10 Most Influential: Stephen van Eyk

One of our panellists mused that a degree of Stephen van Eyk’s influence stems from the amount of media exposure he receives – “he’s mentioned every week in every industr...