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

So we are now underwriting criminal scams?...

5 months 1 week ago

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

5 months 2 weeks ago

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

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

6 days 16 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 4 days ago