By John Wilkinson

By Wilkinson

News by this author

Client data is the lifeblood of an adviser’s business and any loss can be catastrophic in the long term....

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Orchard Funds Management has cut the unit price on its Diversity Property Fund by 42 per cent to just 75 cents....

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Aviva freezes staff numbers and salaries but is hoping to avoid redundancies based on the continuing strength of its risk business....

FICS judgement reinforces need for personal due diligence. ...

Lack of understanding will see relationships flounder....

Advisers pay too little attention to structuring of insurance....

But expect more volatility in the short-term....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

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

3 months ago

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

5 months ago

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

2 weeks 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....

3 weeks ago

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

3 weeks 5 days ago