By John Wilkinson

By Wilkinson

News by this author

Client data is the lifeblood of an adviser’s business and any loss can be catastrophic in the long term....

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Orchard Funds Management has cut the unit price on its Diversity Property Fund by 42 per cent to just 75 cents....

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Aviva freezes staff numbers and salaries but is hoping to avoid redundancies based on the continuing strength of its risk business....

FICS judgement reinforces need for personal due diligence. ...

Lack of understanding will see relationships flounder....

Advisers pay too little attention to structuring of insurance....

But expect more volatility in the short-term....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

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

4 months 2 weeks ago

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

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 days 4 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

5 days 7 hours ago