John Wilkinson

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News by this author

Financial planning

11 Nov

$12 billion super fund flexes planning muscles

The giant $12 billion UniSuper fund has flexed its industry muscles, appointing six dealer groups to exclusively service its more than 380,000 members, but insisting advi...

Financial planning

11 Nov

US markets face challenges under Bush

The value of the US dollar has reached critical levels and could start to impact on markets, US-based Principal Global Investors president Jim McCaughan told investors du...

Financial planning

11 Nov

Private equity goes public to boost appeal

Private equity managers are casting a wider net to attract advisers and retail investors. John Wilkinson looks at a new fund from ING....

Financial planning

08 Nov

Fraud rife across corporate Australia

Gambling and the growing misuse of online banking have been identified as the major drivers of corporate fraud in Australia, according to KPMG....

Financial planning

22 Oct

Dealer caps off growth plans

Capstone Financial Planning has continued its push to establish a national financial planning presence with the opening of a Brisbane office....

Financial planning

21 Oct

AXA goes holistic

The acquisition of Ipac is bringing about a sea change at AXA. John Wilkinson spoke to AXA’s Australian chief executive officer Andy Penn....

Financial planning

19 Oct

Vanguard dresses funds with real figures

Vanguard is to publish after-tax returns for all its products in what it claims will be a first within the Australian funds management industry....

Financial planning

14 Oct

Aust Unity reports record inflows

Australian Unity has surpassed the $2 billion funds under management barrier for the first time in its 164-year old history after reporting record inflows of $438 million...

Financial planning

12 Oct

Advisers promised a say in this partnership

Melbourne-based boutique dealer Financial Partnership wants its planners to feel they have a say in the business, something it believes is sorely lacking elsewhere. John ...

People & Products

18 Sep

Aust Unity signs-up new investment head

Australian Unity has moved quickly by appointing former Perpetual private clients manager David Bryant as head of its funds management division and filling the role of so...