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.

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Financial planning

10 Dec

Compliance and regulation key concerns for advice firms

Managing compliance and regulatory changes have emerged as the top operational challenges for Australian financial advice firms, according to Dimensional Fund Advisors....

Financial planning

09 Dec

ANZ marks final ASIC civil case from RC

The corporate watchdog’s civil penalty proceedings against ANZ mark the final investigation arising from matters considered by the Financial Services Royal Commission....

People & Products

08 Dec

Countplus COO joins AZ NGA

AZ Next Generation Advisory has recruited Countplus chief operating officer, Graham McGeagh, to drive expansion plans....

Financial planning

08 Dec

Cyber risk remains to threat to financial markets

Cyber risk has been seen as the top threat by financial markets, while inflation and climate change were identified as growing risks, according to data....

Financial planning

07 Dec

Practice principals look to acquisitions for growth

Self-licensees pursuing growth opportunities are driving My Dealer Services’ facility which offers platform for advice buyers and sellers....

People & Products

06 Dec

Crescent Group appoints head of strategy

Crescent Group has appointed Sayd Farook as its new head of strategy to lead the Islamic-compliant investing firm’s ‘$5 billion in five-years’ growth plan....

Financial planning

06 Dec

Asset managers see more direct customers

The changes in advice-led business model are forcing asset managers to respond to a growing direct market....

Financial planning

03 Dec

Over 2,000 advisers left industry year to date

The first week of December sees heavy losses again in adviser numbers with a net change of advisers of over 120 while the net losses for the year stood at 2,062, accordin...