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’...

1 month 3 weeks ago

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

2 months 2 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...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 5 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
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