Samantha Walker

Samantha Walker

News by this author

Merrill Lynch Mercury Asset Management hopes to attract $50 million per fund in the medium term for its “Professional Investor” suite of mezzanine priced funds....

Some areas of the financial services industry are sluggish, monopolised and wide open for attack, according to Wizard executive chairman Mark Bouris....

WHK Financial Services has become the latest group to offer its own badged wrap service through BT Portfolio Services....

Colonial First Sate has continued its dream run, topping the 1999 Assirt Service Level Survey....

Is the boom in master trust and wrap services the beginning of the end for ad-visers channelling their clients' money directly into managed funds? ...

State Street Australia has won custody rights to the unit trust business of wholesale group Hopkins Partners Funds Management (HPFM)....

In the US, it pays to be a fund manager who specialises in international funds, works for a mutual fund company and lives in New York. ...

Lend Lease has snared top spot in the latest round of market share figures pub-lished by Assirt....

US financial planners are locked in battle with the Certified Financial Planning (CFP) board of standards over changes to the CFP designation....

Corporate super funds are maintaining market share despite dire pre-dictions from some elements in the financial services industry. Recent figures released by Association...

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....

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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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