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?...

2 months ago

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

2 months ago

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

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago