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Oksana Patron
Oksana Patron
Oksana was Associate Editor at Money Management and Super Review. She has several years of experience in writing market and sector reports for investors as well as covering public companies and ICT sector for various publications in Europe and Australia.
News by this author
Under 40% of financial advisers are members of the largest professional body representing financial planners in Australia, according to data....
The merger with BR Wellington is the company’s sixth merger since 2019 as the firm looks to enhance its service offering to both Melbourne clients and mid-market clients....
Treasury's Retirement Income Covenant allows trustees to address member acquisition and retention challenges, following the introduction of ‘stapling’ as part of the Your...
MUFG and First Sentier Investors have appointed Velina Karadzhova to lead the recently-launched First Sentier MUFG Sustainable Investment Institute....
IOOF, AMP, and NTAA Group have disproportionally lost the most advisers since the start of the year compared to the rest of the sector, according to Wealth Data....
Pinnacle Investment Management has acquired third-party marketing and distribution firm, Winston Capital Partners, in a move to expand its retail distribution footprint. ...
H.R.L. Morrison and Co has appointed Perry Offutt as its new head of North America, effective mid-October....
AZ NGA has acquired a strategic stake in self-licensed Melbourne-based advisory firm Cranage Financial Group. ...
One of the key benefits of scale for advice businesses is the ability to invest, particularly in technology, according to Easton....
Retail investors, who are increasingly using exchange traded funds or planning to boost their use of ETFs over the next six months, are reinforcing them as the go-to weal...
Analysis by this author
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...