Samantha Walker

Samantha Walker

News by this author

Norwich has again topped net inflows into its Navigator master trust for the second quarter running, according to Morningstar research, with just under $231 million poure...

Suncorp Metway is taking the lead from other banks and will almost double planner numbers in coming months in an effort to capitalise on its 2.5 million customers....

Six former RetireInvest staffers have joined Money Matters Financial Solutions....

As managed funds market share data affirms, the banks can be fierce competitors when they get their acts together. Now, Australia's major banks are taking more than a pas...

An ambitious financial planning co-operative has hit a snag, with directors wrangling over control of the group. ...

Who would have thought 18 months ago that Asian funds would be the market’s peak performers? Samantha Walker takes a look at how the funds are capitalising on the mopping...

Asian markets appear to have turned the corner with specialist Asian funds emerging as the powerhouse performers of 1999....

Wrap account developers have hailed the recent introduction of superannuation into the wrap structure as a major breakthrough. Samantha Walker takes a look at the financi...

NSP Buck's personal financial services division hopes to double its planner numbers by December in an aggressive move on the retail fi-nancial planning market....

A significant number of funds management groups missed the June 30 deadline for lodgement of trustee retirement notices under the Manag-ing Investments Act (MIA), accordi...

Analysis by this author

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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
moneymanagement logo