COPIA
Financial planning
Copia Investment Partners has appointed Mac Dinsmore as distribution manager, working with wholesale clients. ...
Financial planning
Independent investment manager Copia Investment Partners has appointed Adam Tweedale to its distribution team, working with advisers across Victoria, Western Australia, a...
Funds management
Copia has entered into an agreement with global asset manager TT International to distribute its Global Environmental Impact fund in Australia....
Funds management
Financial advisers may need to help retirees increase their defensive equity allocations to protect capital, according to Vertium Asset Management....
People & Products
Multi boutique fund manager Copia Investment Partners has appointed Sam Harris as distribution manager in its Sydney office....
People & Products
Copia Investment Partners has appointed Bruce Loveday to its board as a non-executive director....
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MARKET INSIGHTS
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...