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....

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

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....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

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

6 months ago

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

8 months ago

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

3 weeks 4 days ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 3 days ago

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

3 weeks 3 days ago