Powered by MOMENTUM MEDIA
moneymanagement logo
 

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....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

5 days 22 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 weeks 2 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 1 day ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 3 days ago