John Wilkinson

News by this author

Careful and considered planning has cleared the road ahead for Royal Automobile Club of Victoria Financial Services, says John Wilkinson....

Moves by a number of Winchcombe Carson planners to get IOOF managing director Rob Turner’s contract extended were rebuffed by chairman Ray Schoer at the group’s annual ge...

OFM Investment Group will be launching a new range of friendly society bonds using van Eyk’s Blueprint Funds....

John Wilkinson discovers there is a whole lot of rebating going on between platforms and dealer groups – but many platforms are shy about revealing the exact nature of th...

As an investment vehicle, pooled development funds (PDF) are not new. However, changes in the taxation of these funds has resulted in their revival. John Wilkinson report...

Perpetual’s new investment platform has hit the ground running by starting with three dealer groups already signed to use the system....

Dealer groups don’t just happen, they evolve. John Wilkinson reports....

Australian Unity has snared former Perpetual executive Rohan Mead as its new group managing director with incumbent Ian Ferres staying in the job until the end of this fi...

Boutique property fund manager MacarthurCook Investment Management (NAFM) has acquired National Australia Fund Management following its purchase of NAFM’s $475 million mo...

How do dealer groups pick their planners? John Wilkinson reports....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

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

4 months 3 weeks ago

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

6 months 3 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

2 weeks 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

1 week ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

1 week 1 day ago