Lucinda Beaman

News by this author

ING-owned RI Advice Group has taken a 20 per cent stake in Ray Miles' new dealer group, Fortnum Financial Group....

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The leaders of the Financial Planning Association and the Association of Financial Advisers have indicated they will discuss a possible merger of the two competing bodies...

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Adviser-owned dealer group Matrix Planning Solutions has argued it's time for the FPA and the AFA to become one entity....

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Financial services licensees are continuing to scratch their heads over a way to communicate the value of advice....

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Genesys Wealth Advisers put in place an 'adviser growth incentive scheme' in the final months of last year, which encouraged member firms to sign on support staff and rec...

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Morningstar is making a push into industry superannuation funds research on the back of demand from financial advisers....

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Law firm Levitt Robinson argues the compensation arrangements being negotiated between former Storm Financial clients and the Commonwealth Bank of Australia will not achi...

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State Trustees ordered to pay $13.5 million compensation to Westpoint investors....

New evidence has emerged pointing to the seemingly unconventional relationship between the AIOFP and the now defunct fund manager Trio Capital, formerly known as Astarra ...

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The country's biggest financial services licensees are scrambling to compile significant amounts of data ahead of this Friday’s deadline for the regulator’s industry audi...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

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....

1 week 6 days ago

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

2 weeks 4 days ago