John Wilkinson

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Three Victorian financial planners have been awarded $800,000 in damages against IOOF in a court case over the sale of the company’s building society to Bendigo Bank in 1...

26 February 2006

FinaMetrica is to launch its psychometric risk profiling systems in Canada after striking a deal with PlanPlus Web Advisor....

23 February 2006

Financial planners who invested client funds in Westpoint schemes could be facing individual lawsuits over their recommendations....

16 February 2006

Managed investment scheme promoters who exploit the tax system will be open to civil penalties in the Federal Court if a new bill is passed....

15 February 2006

Agribusiness investment schemes have been gaining greater acceptance with financial planners in recent years. Money Management spoke to a number of advisers and dealer gr...

12 February 2006

Scott Keeley decided he had to make a career change by the age of 30, or remain a public servant forever. He chose a career in financial planning and joined a small pract...

12 February 2006

OFM Investment Group is to sponsor the Mortgage Industry Association of Australia’s reverse mortgage workshops....

9 February 2006

Portfolio Partners has launched a new Australian sustainability fund and poached Amanda McCluskey from BT to run it....

8 February 2006

The desire to spend now, repay later, has never been stronger in the Australian psyche. Credit card balances have never been higher and other forms of credit are at equal...

6 February 2006

The former head of KPMG’s forensic accounting team in Melbourne Dean Newlan has left to join a new independent specialist in this area....

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

5 days 11 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 week 2 days ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

4 weeks ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

3 weeks 2 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

1 week 1 day ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 week ago