Oksana Patron

Oksana Patron

Oksana was Associate Editor at Money Management and Super Review. She has several years of experience in writing market and sector reports for investors as well as covering public companies and ICT sector for various publications in Europe and Australia.

News by this author

24 March 2022

The overall drop in adviser numbers this week was driven by AMP Group which saw one of its practices moving to Fitzpatricks although 27 licensees saw gains. ...

image
21 March 2022

The majority of Australian retirees are concerned about the Federal Government implementing an inheritance tax, according to a survey....

image
21 March 2022

Midwinter Financial Services has announced that its advice software has been selected by AIA Australia for their Financial Wellbeing business....

image
20 March 2022

Investment bonds are overlooked as an investment tool even though they offer a number of advantages that advisers should consider, according to Foresters Financial....

image
17 March 2022

The acquisition has brought a new combined entity of WT Financial Group and Synchron to 560 advisers, as per Australian Securities Investment Commissions’ Financial Advis...

image
17 March 2022

Succession Plus has appointed Darryl Bates-Brownsword as its new chief executive and will unify its UK and Australasian divisions....

image
17 March 2022

The regulator has permanently banned former authorised representative, Roderick Halligan, from providing financial services for contravening financial services laws and f...

image
16 March 2022

WT Financial Group’s acquisition of Synchron will improve efficiencies for advisers, according to chief executive Keith Cullen, as it creates the third-largest financial ...

image
15 March 2022

The number of exchange traded fund investors has climbed to over 1.7 million, with new investors being younger and more likely to be female compared to five years ago....

image
14 March 2022

WT Financial Group, the ASX-listed parent of Wealth Today, has acquired Australia’s largest privately-owned financial adviser group, Synchron for $7.96 million. ...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 month 2 weeks ago

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

1 month 3 weeks ago

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

1 month 4 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

1 week 3 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

4 weeks 1 day ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

3 days 5 hours ago