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Lucinda Beaman
News by this author
Not all research houses are created equal, and even within the leading research houses there are areas of strength and weaknesses that must be accounted for....
The Commonwealth Bank of Australia has tightened its lending criteria for financial planning businesses....
Former Aviva Australia chief executive Allan Griffiths has resurfaced with the company in Singapore....
ANZ-owned dealer group Financial Services Partners has created two new internal roles to improve its investment research offering....
Some of Australia’s biggest investment research contracts have changed hands in recent weeks, and there could be more changes in the pipeline....
The Financial Planning Association has reported an increase in the number of complaints about advisers failing to let go of clients wishing to leave a practice....
Some of the community anger directed towards the Commonwealth Bank of Australia (CBA) after its Melbourne Cup day rate hike appears to have trickled down to the funds man...
Advisers have been warned against making simplistic comparisons between fund ratings from different research houses in the Australian market....
There’s one week until the vote on the proposed merger between Professional Investment Holdings (PIH) and listed company Centrepoint Alliance, but it remains unclea...
A leading superannuation body has responded to industry calls for regulatory intervention in investment labelling and promotion by claiming industry-wide agreement on the...
Analysis by this author
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...