Lucie Beaman

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Financial planning

10 Nov

Dealer groups shy when it comes to client numbers

Lucie Beaman takes a quick look at which groups have the most clients....

Financial planning

06 Nov

IWL targets planners in VisiWeb relaunch

IWL will officially release its updated version of VisiWeb this week with the new features pushing it more into the realm of advisers and redefining it as a financial pla...

Financial planning

06 Nov

Acknowledge risk, or risk the consequences

Veteran risk adviser John Zwiers says the great trouble with the financial planning industry is that it pays lip service to the risk industry – and it has got to stop....

Financial planning

06 Nov

Why intellectual capitalism will save financial planners

In the last decade computers and technology have been responsible for many redundancies in the workplace, and those further down the financial services food chain could b...

Financial planning

04 Nov

Tower’s refocus on risk a Pivotal move

Over the past year, the Tower group has redirected its overall strategy and returned its focus to the risk end of the market. Lucie Beaman looks at what this means for th...

Financial planning

03 Nov

The ultimate stall-shopping guide

Prepare yourself, planners, because as soon as you set foot through that exhibition hall entrance you are going to be bombarded with treats, novelty prizes and, if you’re...

People & Products

31 Oct

Vanguard appoints journo to senior retail role

Vanguard Investments Australia has chosen a left-field candidate to fill its vacant head of retail role position - former Personal Investor and Asset magazine managing e...

Financial planning

30 Oct

Risky business: newcomers to risk writing

Financial planners are stepping into the insurance ring, and while they have textbook knowledge and software in their corner, do they have the skill set? Lucie Beaman rep...

Financial planning

29 Oct

Redraft of law best hope for fair PI: FPA

The Financial Planning Association (FPA) is lobbying for changes to the Insurance Contracts Act to reduce the professional indemnity insurance problems currently plaguing...

Financial planning

29 Oct

CBA raises standards with academy

The financial planning arm of the Commonwealth Bank (CBA) is developing an “adviser academy” which it hopes will raise the standard of its advice business and attract a f...