Lucinda Beaman

News by this author

Hedge fund manager HFA Accelerator Plus has appointed a new adviser following its split with HFA Asset Management earlier this year....

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Vanguard chairman and chief executive William McNabb has argued that simplicity, transparency and candour are the keys to regaining investors' trust....

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The merger between Professional Investment Holdings, parent company of PIS, and listed company Centrepoint Alliance has been confirmed....

Professional Investment Services has appointed ex-Bartercard CEO David Johnstone as its new chief executive....

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Potential acquisitions of AFS Group, Total Financial Solutions and Professional Investment Services are still in the wings....

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High-net-worth investors have regained trust in their advisers, but that trust comes with an ever increasing level of scrutiny....

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A Financial Wisdom adviser is challenging CommInsure over its rejection of his trauma claim. ...

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Litigation funder IMF Australia has reached a conditional settlement on behalf of Westpoint investors against Professional Investment Services (PIS)....

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Investors should be prepared for increasingly volatile investment conditions - but that means rewards may be found in relatively vanilla investments, argues Dr Pippa Malm...

Centrepoint is still interested in PIS, but the due diligence period has been "more involved and time consuming" than expected....

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MARKET INSIGHTS

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2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

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