John Wilkinson

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This year’s winner in the Multi-Manager category, Advance Asset Management, has been a long-term multi-manager protagonist and its head of investment solutions, Patrick F...

Small businesses are often the most vulnerable in an economic downturn, but that doesn’t mean there are no opportunities for investors. The key is being able to identify ...

While good returns help the survival of a boutique manager, a good capital base and back-office are the keys to long-term survival. These attributes were part of the crit...

An online tool has been launched to enable advisers to build their clients risk-rated agribusiness portfolios....

There are still a number of legal issues that need to be resolved by the ATO and Treasury in relation to borrowing within SMSFs, and these grey areas represent a potentia...

Merger of two mutual companies will result in group with funds under management of more than $7 billion....

UBS has written to shareholders informing them that it intends cutting 10,000 jobs globally....

Korda Mentha delivers bad news to investors in one of Timbercorp Securities' last managed investment schemes....

The latest Lincoln Health of the Market Report has revealed a reasonable picture of ASX-listed companies, but more are becoming marginal or distressed....

The Victorian Government has announced it will provide $1 million to help with financial counselling for bushfire victims....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

4 days 9 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 2 days ago
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