John Wilkinson

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News by this author

Financial planning

22 Sep

AXA has launched a scheme to buy clients from financial planners and pass them on to new planners using buyer of last resort principles....

People & Products

03 Sep

CBA names former executive as Avanteos head

Avanteos chief executive Mark Papendieck will step down from the group after concluding his three year employment contract and will be replaced by former Commonwealth Ban...

Financial planning

22 Aug

JB Were to stick with product provision

The new head of retail at JB Were Investment Management (Were), Gordon Thoms, has rejected any moves to become a platform provider and says the group would look for new o...

Financial planning

22 Aug

OFM in search for new admin provider

OFM Investment Group is conducting due diligence on a new administration outsource provider after mutually agreeing to part with incumbent provider, State Trustees, follo...

Financial planning

22 Aug

Becton builds mezzanine fund

Property group Becton has launched the first retail mezzanine fund for property investment aimed at the self-managed superannuation fund market but denies the move is des...

Financial planning

22 Aug

Victoria to lure industry south

The Victorian Government will aim to create a new ministerial position for ‘services’ to forge a better link between itself and the financial services industry after comp...

Life/Risk

13 Aug

Australian Unity splits insurance and bonds

Australian Unity has restructured its life insurance operations, including its bond products, and has spun to divisions out into a new company called Australian Unity Inv...

Financial planning

13 Aug

AXA set to close Altus dealer group

AXA is to close its Altus dealer group as part of a rationalisation of financial planning brands....

Financial planning

01 Aug

PremiumChoice to venture west

PremiumChoice platform is set to target Western and South Australia in a bid to expand the number of dealer groups using its services by 30 per cent over the next 12 mont...

Financial planning

29 Jul

MLC announces overhaul of Flexiplan platform

MLC has outlined a number of changes to its Flexiplan investment platform including renaming it to MasterKey Custom, changing the fee structure, expanding the investment ...