Lucie Beaman

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Financial planning

10 Sep

Mehrotra to join Mercer

Former van Eyk Research associate director Rashmi Mehrotra has joined rival Mercer Investment Consulting to spearhead business development for the latter’s web site serv...

People & Products

09 Sep

Himbury to head up distribution at CBA

Former Westpac head of financial planning and advice Brett Himbury has made the move to the Commonwealth Bank (CBA), being appointed yesterday to the role of executive ge...

Financial planning

09 Sep

Independence key in Snowball consultant change

Counterpoint is to provide investment research and portfolio design services to the Snowball Group following incumbent research and asset consultant to the group, Dominic...

Financial planning

04 Sep

Jury out on NAB compensation

Disadvantaged investors are not bound by yesterday’s undertaking to industry regulators by the National Australia Bank to pay $67.2 million in compensation following prod...

Financial planning

03 Sep

Credit Suisse launches CGT-friendly fund

Credit Suisse Asset Management (CSAM) has launched a first in the Australian investment market place - an international shares fund allowing investors to choose a preferr...

Financial planning

02 Sep

Ireland steers Mariner with new boutique launch

Bill Ireland’s fledgling financial services group, Mariner Financial, has co-launched a new Australian boutique investment bank - to be branded under the Mariner banner....

Financial planning

02 Sep

Premium signs on with ARC

Dealer group Premium Accounting has signed on with Adviser Resource Centre (ARC), growing the number of dealer groups signed to the service this year to 10....

Financial planning

01 Sep

Ipac up and running in Asia

Ipac Securities has established one of the first ever financial planning firms in Singapore, taking about $1 million dollars in funds under advice in its first months of ...

Financial planning

27 Aug

Snowball set for growth

Shareholders of the Snowball Group have presented no obstacle to a $1.3 million dollar capital raising designed to drive growth and acquisition opportunities within the c...

Financial planning

26 Aug

AMP board restructure offers glimmer of hope

AMP chief executive Andrew Mohl is confident of a slow but steady return to glory for the financial giant, and is now hoping for a boost to investor confidence following ...