John Wilkinson

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News by this author

Financial planning

16 Sep

Just a few years ago, individually managed accounts (IMAs) were heading for the top of the charts with a bullet. Things didn’t work out exactly as planned, writes John Wi...

Financial planning

16 Sep

IMAs a good substitute for Australian equities

So you’ve heard of individual managed accounts (IMAs), but are unsure where they fit in when it comes to your clients’ investment portfolios?...

Financial planning

13 Sep

Adviser in roof-top hunger strike

A Queensland planner who protested against his treatment by Suncorp Metway by sitting for a week on the roof of his former office reached a settlement on late Friday afte...

Financial planning

26 Aug

Australian Unity senior-executive departs

Australian Unity director and head of funds management John Linehan is set to leave the group in mid-September, to be replaced by a yet-to-be-named successor who will be ...

Financial planning

19 Aug

Aviva departures fuel distribution overhaul

Aviva has revamped its distribution division following the departure of its general manager distribution Shaun Williams and national sales manager Paul Greenwood, who bot...

Financial planning

13 Aug

OFM strikes risk management deal

Melbourne based fund manager OFM Investment Group has struck a deal with Credit Management Australia (CMA) to becomes it’s the first client for the latter’s risk manageme...

Financial planning

13 Aug

Catching referrals in the net

Referrals used to be managed on an ad hoc, manual basis by planners. Now one technology company is automating the process. John Wilkinson investigates....

Financial planning

13 Aug

Risk software must meet competing demands

Advisers are looking for simple software, but their needs are often more sophisticated, writes John Wilkinson....

Financial planning

13 Aug

Understanding the HSBC enigma

John Wilkinson talks to HSBC chief executive Barry Sheehan and chief investment officer Jon Taylor about the challenges of turning around the fortunes of the fund manager...