NEIL MARGOLIS

People & Products

Boutique Australian equity fund manager Merlon Capital Partners has appointed Rebecca El-Khoury as sustainability manager....

Funds management

Sustainable dividends, a non-benchmark approach to selecting companies, and stock-specific hedging can help manage risks while generating equity income, according to Merl...

Funds management

An AMP shareholder has called on other shareholders to reject the company chair, David Murray’s, election bid at next month’s AGM, saying that AMP’s decision to divest fr...

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MARKET INSIGHTS

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

3 months ago

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

3 months 4 weeks ago

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

4 months ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

2 days 2 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 1 day ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 1 day ago
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