John Wilkinson

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Financial planning

22 Jul

Planners save info by sending it away

It is every planner’s nightmare – the entire client database lost....

Financial planning

18 Jul

Accent develops Canberra lingo

Accent Investment Services has commenced its national push with the acquisition of Canberra-based dealer group Ray Carnall Financial Services....

Financial planning

12 Jul

AXA commits to organic growth

AXA is looking for organic growth in its operations and will only use acquisitions if there is perceived value, says chief executive officer Henri de Castries....

Financial planning

08 Jul

Aust Unity set to name new MD

Australian Unity acting managing director Murray Campbell has confirmed a new group managing director is due to be appointed in the next few days, following on from the a...

Financial planning

27 Jun

Aust Unity set to name new MD

Australian Unity acting managing director Murray Campbell has confirmed a new group managing director is due to be appointed in the next few days, following on from the a...

Superannuation

27 Jun

Super benchmarks are inadequate

The average level of superannuation savings will not provide retirement incomes for retirees, and the statutory contributions are not much help for baby boomers either....

Funds management

20 Jun

Bendigo Bank set to sign IOOF for funds management

IOOF is poised to sign a deal to provide all of Bendigo Bank’s fund management operations, including product development....

Funds management

20 Jun

MAB looks at property syndicates

Newly created MAB Funds Management intends offering future property syndicates directly to financial planners, says director Nick Gray....

Financial planning

20 Jun

Micro-caps offer big potential despite size

MICRO-CAPS are continuing to out perform the ASX 100, but investors are still running shy of the sector....

Financial planning

20 Jun

Planners to link up with Government for low end advice

Financial planners could soon be linking up with Government agencies to provide financial advice to low income clients, according to Liberal Senator Ian Campbell....