John Wilkinson

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News by this author

Financial planning

23 Aug

SRI investors set to grow their influence

Socially Responsible Investment (SRI) is not just a fad and will continue to grow in the next five years, says Corporate Monitor executive director Michael Walsh....

Financial planning

22 Aug

Consistent service standards attract clients

Clients want consistent professional service consistently, says Graeme Alford, one of the country’s leading authorities on customer service....

Financial planning

22 Aug

Work smarter, not harder

TOO MANY people work in a practice rather than on the practice, says Hendrie business development director, Michael Moschetti....

Financial planning

22 Aug

Hub race heats up with Ausmaq launch

Ausmaq is planning to launch its first broadside in the already highly competitive race to become the pre-eminent provider of a managed fund hub for the Australian funds ...

Financial planning

22 Aug

Will property syndicates hit the wall?

While property remains a favoured asset class, syndicates are once again in the spotlight. But, as JOHN WILKINSON writes, planners should continue to tread carefully in t...

Superannuation

22 Aug

ATO to look closely at SMSF compliance

THE AUSTRALIAN Taxation Office (ATO) has developed a hit list for self-managed superannuation funds (SMSF) and it will be looking very closely at the general operational ...

Financial planning

20 Aug

Hedge fund sector research starts to emerge

JOHN WILKINSON reports, two research houses are making serious attempts at presenting an independent picture of what is happening in the hedge fund management sector....

Financial planning

15 Aug

Back-office moves to front of mind

Back-office suppliers are gearing up for some busy times ahead as planners seek new ways to cut costs. JOHN WILKINSON looks at how back-office services are re-engineering...