John Wilkinson

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Financial planning

13 Aug

Meritum launches with all guns blazing

Brand new dealer group Meritum is still coming to grips with independence. John Wilkinson reports....

Financial planning

13 Aug

Aviva offers financial support to new adviser groups

Aviva is offering financial support to dealer groups seeking to gain their own Australian Financial Services Licence (AFSL) and states it has now helped secure over 50 AF...

Financial planning

12 Aug

Lifespan nears a decade

Treading a familiar path, John Ardino left an institution following a takeover to start an independent group. Ten years later it is still going. John Wilkinson reports....

Financial planning

06 Aug

AXA parent seeks control of local arm

AXA Australia’s half yearly results have been overshadowed with a bombshell announcement of a takeover of the remaining independently owned shares in the local operation ...

Financial planning

26 Jul

Planner offering to invest in ‘plonk’

A new wine investment scheme is being promoted as a customer loyalty plan for financial advisers, with investors getting their returns in the form of bottles of wine....

Financial planning

23 Jul

Invesco snares former AXA chief

Invesco Australia has appointed former AXA Australia and New Zealand chief investment officer Mick O'Brien into a newly created director retail sales and marketing role....

Financial planning

23 Jul

Goldman Sachs JBWere backs Stovold

Goldman Sachs JBWere Asset Management has appointed a new head of sales to drive its recently adopted strategy to offer distinctive funds to the Australian market....

Financial planning

22 Jul

AXA adds to low-cost platform congestion

AXA Australia has raised the level of competition in the rapidly growing low-cost platform arena with the formal unveiling of its anticipated new baby wrap today - Genera...

Financial planning

20 Jul

Ipac maintains growth-by-acquisition plans

Ipac Securities remains on the acquisition trail after yesterday reaffirming its continuing efforts to become a national business and could announce a series of developme...

Financial planning

19 Jul

Gov’t seeks interest in new finance school

The Victorian Government has officially launched the Melbourne Centre of Financial Studies as part of its campaign to raise the financial services profile of the state bo...