John Wilkinson

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Financial planning

24 Nov

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

Financial planning

21 Nov

Bid to keep Turner at IOOF knocked back

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...

Funds management

17 Nov

OFM puts friendly society bonds back on agenda

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

Financial planning

17 Nov

Following the trail of rebates and discounts

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...

Financial planning

17 Nov

The return of the pooled development fund

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...

Financial planning

14 Nov

Perpetual signs three to platform

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

Financial planning

12 Nov

Grosvenor Securities takes the next step

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

Financial planning

11 Nov

Perpetual’s Mead takes top job at Aust Unity

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...

Financial planning

10 Nov

MacarthurCook acquires NAFM as St George buys in

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