Samantha Walker

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Financial planning

31 May

AXA changes focus

Axa has targeted retail investment and superannuation as its prime focus....

Financial planning

16 Mar

Lend Lease outsources

Lend Lease Investment Management (LLIM) is to outsource its Australian equities management capabilities, in a move designed to cement its manager of managers approach....

Financial planning

16 Mar

Royal & SunAlliance set to broaden distribution

The Royal & SunAlliance group will not rule out further acquisitions, following the purchase of the remaining 40 per cent of master trust group Connelly Temple....

Financial planning

16 Mar

Fall from grace

Despite the growing professionalism of the financial planning community, advisers are continuing to fall foul of the law. Samantha Walker investigates the fall from grace...

Financial planning

16 Mar

Fiducian prepares for stockmarket debut

Financial planning co-operative Fiducian Portfolio Services is to bring forward the date for its listing to capitalise on the high prices currently being offered for fina...

Financial planning

16 Mar

Another vintage year for Perpetual Planner

Perpetual Private Clients’ group executive Wayne Wilson likes a bit of a wager every now and then. And we’re not talking the odd tenner, either. This is why Wil-son has i...

Financial planning

16 Mar

Fiducian prepares for stockmarket debut

Financial planning co-operative Fiducian Portfolio Services is to bring forward the date for its listing to capitalise on the high prices currently being offered for fina...

Financial planning

16 Mar

High-tech answer to age-old question

Advisers being swamped by more and more paper work may want to take a look at the systems used by the Hillross advisers to claw back more time in front of clients. Samant...

Financial planning

16 Mar

Watchdog gets pat on the head

Now that the dust has settled on ASIC’s long awaited master trust and wraps pol-icy, most in the industry are enthusiastic about its implementation....

Financial planning

10 Mar

Mercantile Mutual gears for distribution

Mercantile Mutual says its distribution networks are ready for the spate of market changes expected later this year with the company’s inhouse brokerage and dealer group ...