Lucinda Beaman

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The Credit Ombudsman Service Limited has emerged as a competitor to the Financial Ombudsman Service (FOS)....

Professional Investment Holdings' subsidiary company, Associated Advisory Practices, is growing not only in scale, but also in influence among the independent advisory fo...

It's back to basics at Genesys Wealth Advisers as the group attempts to leave the distractions of multiple ownership changes behind and refocus on the needs of member fir...

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15 July 2010

The take up of exchange traded funds (ETFs) is still low in the adviser community, despite their increasing use by direct and self-managed super fund investors....

Contrary to the concerns of many in the financial planning industry, the vast majority of phone-based intra-fund advice services offered by industry funds are manned by f...

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AXA-owned dealer group Genesys Wealth Advisers is offering close to 10 per cent equity in the business to advisers as it seeks to align advisers' interests with the broad...

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Trust Company is seeking to be appointed as the replacement responsible entity for 10 Trio Capital managed investment schemes....

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The Australian Taxation Office was required to give assistance to the Far North Queensland city of Cairns this year following a number of financial crises hitting the reg...

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Clive Levinthal has been named head of life insurance for ClearView Wealth, joining former CommInsure colleague Simon Swanson at the listed financial services company....

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Listed forestry company Willmott Forests has been forced to review its operations and debt levels following a severe contraction in retail agricultural investment sales....

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 day 18 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

6 days ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 4 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 5 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 days 22 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

4 days ago