COPIA

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....

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Funds management

Financial advisers may need to help retirees increase their defensive equity allocations to protect capital, according to Vertium Asset Management....

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People & Products

Multi boutique fund manager Copia Investment Partners has appointed Sam Harris as distribution manager in its Sydney office....

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People & Products

Copia Investment Partners has appointed Bruce Loveday to its board as a non-executive director....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago