Samantha Walker

Samantha Walker

News by this author

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....

Hillross Financial Services’ managing director Jonathan Harrison has resigned. Harrison will take up another posting within the AMP Group, as general manager for customer...

Invesco Asset Management’s Australian funds have been put on hold by research group Assirt....

Fixed interest products are set to boom as a result of recent capital gains tax (CGT) changes, says one manager....

Like all small business people, financial planners would like to broadcast their serv-ices across the rooftops. Sam Walker investigates whether anyone is really listening...

BT institution Steve Newnham is leaving the group after 13 years to head up distribution at Zurch Financial Services....

Everybody loves looking for work, particularly when you’re already working. There’s nothing better than hunching over your telephone, whispering at almost incoherent leve...

One of New Zealand’s largest planning and funds management groups, Spicers Portfolio Management, has bought a significant holding in Monitor Money....

Real estate agents will be regulated under the same regime as financial advisers when offering financial advice to clients....

The Association of Financial Advisers (AFA) is claiming a “partial victory” on the issue of commission disclosure as outlined in the Financial Services Reform Bill (CLERP...

Analysis by this author

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 2 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week ago
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